I developed branding and web design for a financial services firm serving the educational and non-profit market. The organization supports hundreds of independent financial advisors in many ways, including providing websites and associated digital marketing products and services.

 

These websites are customized for each advisor and provide a wide variety of content, including a series of video interviews that provide Advisors' clients and prospects relevant information about retirement planning. I led a team that developed the branding, web infrastructure, marketing and produced videos for the effort. 

For the Products & Services section, we needed to develop an intiutive way to deliver Programs and Products. We did this through defining Types (e.g. 403(b), IRA), which most users are familiar with. Programs and their associated investment products then follow, and javascript was used to expand content to review more detail.

Retirement Planning content is delivered via a branded series of videos for clients and prospects of advisors. I developed the branding and led the team that developed the web infrasctructure, video production and developed the marketing.