Fidelity’s trillion-dollar organization needed one cohesive brand identity and messaging standard in order to build an engaging experience for independent advisors. The aim was to improve the rate of converting new advisors to its platform with the new enhanced branding. Mission accomplished.

Product offering guides

Advisor planning tool

Narrative and storyboard

Marketing video

App icon development

Onboarding experience design

Email system flow

On-demand marketing platform

Standardized IU/UX

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Janssen Pharmaceuticals

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Pathstone Wealth Management