dedicated db

A financial services company targeting Financial Advisors, CPAs, and high-income, self-employed, small business customers for specialized retirement plans.

Websites

OnePersonPlus

Designed a companion website for the main website that was product specific. The client was looking for a way to gather together more content about the product, boost SEO and drive traffic to generate leads.

Dedicated DB

Designed the homepage with rotating slider and illustrated section to help boost engagement and generate leads.

UI/UX Design

Sales & Marketing Resources Redesign

 

The client was looking to redesign the presentation of the Sales & Marketing materials. They have a large library of documents to help financial advisors, CPAs and customers understand the unique opportunity of their retirement plans. The goal was to help the user find what they were looking for more easily.

Email Marketing

Header Images

 

Designed and illustrated these email headers to send to financial advisors and CPAs to drive traffic to the site and create leads.

Social Media

Branding

 

Developed the look of the company’s social media branding.

Marketing Materials

Designed materials to help explain the benefits of the plan focusing on tax savings and increase sales.