Wealth Management Content Pipeline

The client needed research-backed YouTube outlines for a high-income investor audience, built without manually researching every topic. The brief arrived scattered across multiple documents. Before any system could be built, the brand positioning had to be extracted and consolidated into a single framework.

A 9-pillar content system built in Claude Projects, with a dedicated knowledge layer drawn from the source documents. Every video ran through an 8-stage outline — audience verification, brand-tone check, research validation, hook structure, and a production-ready script.

The biggest call was consolidating brand positioning into a single knowledge layer — without it, every output would have drifted. Version one scored 73/100 on systems thinking and architecture. Version two was stronger: tighter brand layer, cleaner outline structure, sharper source verification. The engagement did not continue beyond the trial.

The full case study documents the methodology, the system architecture, the numbers, the problems hit along the way, and what I did about them. Available by request.

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