Quarterly report test assignment for Plaid

For my interview test assignment for Plaid, I wrote an original quarterly report about the state of finance technology in 2020. With no guidance about Plaid's voice/tone or what topics to address, I drew entirely from my professional expertise to build the content piece and define its structure and formatting. I also created a promotional email to announce its publication. The interview panel was very impressed with the final asset. For my performance review, the report was listed as one of my strongest pieces of content produced for Plaid. My piece was used to produce an actual quarterly report from Plaid.

Snapdocs with STRATMOR: State of Borrower Experience

In collaboration with STRATMOR, Snapdocs produced a white paper about the state of the borrower experience. Based on an outline the marketing team created, I pulled together STRATMOR's research and Snapdocs' internal messaging to draft the white paper. I recommended white paper formatting optimizations and additional information to include. I also created derivative assets to promote the paper, including ad copy, landing page draft copy, and a blog post sharing the paper.

Plaid: The Fintech Effect

In collaboration with The Harris Poll, Plaid produced its first annual report, The Fintech Effect. I worked with our content lead to copy edit the report.

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