dedicated db
A financial services company targeting Financial Advisors, CPAs, and high-income, self-employed, small business customers for specialized retirement plans.
Websites
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.
Marketing Materials
Designed materials to help explain the benefits of the plan focusing on tax savings and increase sales.
Social Media
Branding
Developed the look of the company’s social media branding.