Impact

• Supported Private Wealth Management, New York region, and company rebranding

• Supported the Bank’s 20% year-over-year growth

• 550 projects from 2018-2022, for example:

  • $3MM in regional deposits quickly generated on pilot campaign, initiating broad rollout

  • 10% brand awareness lift in New York, a campaign with 470MM impressions during 2021–2022

• Enhanced collaboration for seven teams over seven years’ time

Creative workflow

The diagram below details the process of asset generation, from initial request to project archiving.

Brand awareness campaigns

• Campaign generated a 10% brand awareness lift in New York

• 100s of iterations displayed over 3 years in Hudson Yards, Grand Central Station, and Chelsea Piers

Proprietary typefaces

• Developed in correspondence with type house Dalton Maag

• Complete type families, optimized for brand and digital finance

Digital advertising and social media

Design and animation for numerous campaigns across social media, retail digital signage, and digital advertising

Infographic evolution

Evolution (from left to right) to align legacy infographic with refreshed brand

Business materials

• Interpreting business intent, user needs, and brand guidelines into many assets over 7 years' time, in collaboration with cross-functional teams

• (below) Collateral template with elements used for composition

Direct mail for the ultra-high-net-worth

• Pilot quickly brought in $3MM in regional deposits, initiating rollout to additional regions

• Target audience: Portland clients with $50MM minimum assets

• Blind embossed cover, with custom full-color regional illustrations to anchor the piece to place

Wealth management newsletter

Port of legacy wealth management newsletter into templatized magazine format

Design guidelines and templates

• Design guideline and templates for one-sheets

• Increased efficiency and consistency across assets and designers

• Foundational for later guidelines