Brand Identity & Architecture | Guidelines | Digital UI/UX | Collateral & Video | Campaigns | Email Marketing
Fidelity’s trillion-dollar empire needed one magnetic voice to win independent advisors.
We unified the brand and rolled out two industry-first digital products—PracticeMark®, the self-serve marketing studio, and Roadmap Planning, an interactive prospect navigator. Insight-driven onboarding flows, specialized tools, and story-rich content turned polite interest into confident RIA sign-ups.
Product offering guides
Marketing video
Technology platform guide
Advisor planning tool interactive interface
Podcast Branded Series
Application branding and interface
App icon development
Email communication system flow
On-demand self-serve marketing platform
Standardized IU/UX