AssetMark

Client: AssetMark

Category: Financial Services

Scope: logo, brand identity, brochure, swag, presentation

Project Objectives: The various projects presented here channel the multi-facted levels of marketing and client outreach the financial firm engaged in.

‘Berta designed this brochure as a path illustrating the process of planning for and achieving financial success. This piece was used by AssetMark’s field reps when discussing with their clients the importance of planning and investing for the future.

This presentation was created as part of AssetMark’s Annual Gold Forum conference. ’Berta worked with the team to create graphics, icons, animations, and conceptualize sections of the presentation under a tight deadline. The presentation was being given by the CEO of AssetMark at the largest conference of the year: Gold Forum 2018. The presentation, projected on a 60ft screen, had to be engaging, on point, and graphically flawless.

In a campaign to move their clients away from paper statements, AssetMark requested a campaign designed to encourage it’s clients to sign up for paperless/online statements. The campaign included both print and digital means of communication.

This award was presented to AssetMark field agents in 2017 for outstanding performance. The client wanted an elegant look to the design which featured a design etched into the clear surface of the award.