Financial Services Design
Financial services design and marketing for an International Bank
Our client is a leading International Bank offering financial services across the African and worldwide markets.
They reached out to Halo to assist with the implementation of their bold new brand across their range of materials and ultimately increase their marketing footprint.
Due to confidentiality restrictions, the client name, imagery and information have been redacted and changed to "International Bank". This case study reflects the nature of our services, but not their actual work.
Financial services marcomms
The Corporate and Investment Banking unit of International Bank reached out to us in 2018.
They knew we had experience working with large global brands so we'd be able to work within their comprehensive corporate guidelines.
International Bank had recently rebranded with a dynamic and responsive brand, and with this rebrand, they needed to level up their marketing and sales material.
This introduced us to the world of financial services products and we got stuck into wrapping our heads around Index Solutions; Structured products; ETFs and ETNs, etc.
Financial literature design requires careful attention to detail and concise teamwork to deliver accurate collateral under tight deadlines.
Here's an example of an interactive Pitchbook. It's an emailable and printable PDF that allowers the user to navigate through the document and go to the individual section they'd like to view.
Our team has developed skills in compiling wide lines of financial literature under tight deadlines and finding creative solutions to route-to-market challenges.
Setting up design systems and version control allows for the seamless production of hundreds of bespoke pieces of collateral.
Through these systems, and working with a dynamic team at International Bank, we're able to collaborate to produce sales and educational material for their products.
This collateral includes:
- Brochure design and production
- Comprehensive LMS (Learning Management System) development
- Digital advertising videos including LinkedIn and WhatsApp
- Exhibition support material
- Fact sheet design and production
- Investment schedule design and production
- Invitations & function support
- PowerPoint sales presentations
- PowerPoint training presentations
- Print and digital adverts
- SMS marketing collateral
- Training videos
- Website UI design & consulting
- … and more
Financial services marketing design solutions include
Sales Literature Design
Interactive user experience
Online and offline interactivity allows varying user experiences. We've designed and developed a non-transactional website for them, allowing them to self-host according to their security preferences. This included the UI design, in addition to the programming and development.
Interactive Pitch Books also allow an offline interactive experience through a printable and shareable PDF.
A competitive Structured Products marketplace means there is a need for fast, professional, and accurate marketing material.
Our team have designed a system to accurately manage the production and version control of hundreds of documents and reverts, all under tight timeframes. So if you need to level up your Structured Products marketing game, speak to us!
Financial Services Education
International Bank knows that as a market leader, its marketplace needs education and engagement. We work with their team to create, narrate and produce regular training videos.
We've also developed a full end-to-end LMS system, working with a finance professor to write the content, which was then filmed and developed into an interactive online LMS experience.
"They’ve gone above and beyond, and really are integral to our process"
“Our department was challenged to find a creative partner well-versed in corporate design, and also reliable and thoughtful, so we reached out to Halo Media.
Halo have invested themselves in learning our business requirements and supplying innovative and creative solutions for our marketing – reliably and consistently."