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