An infographic on practical tactics to reduce your tax bill that visually represents ten actionable strategies individuals can employ to minimize their tax liabilities. Using visually engaging graphics, icons, or illustrations to complement the text
A pitch deck for wealth management advisors consisting of a series of slides used to effectively communicate and showcase the value proposition, expertise, and services offered by wealth management advisors to potential clients or investors. It serv
A visual representation displayed on the website to provide visitors with a concise and visually appealing snapshot of a company's key information and highlights. It serves as a summary of the company's identity, mission, values, products or service
A series of comps for an icon design needed for a podcast on personal wealth called “Business Meets Personal Wealth”. The compositions visually communicate the focus of the podcast on discussing personal wealth within a business context.
Example of a layout used to tell a client story, used by advisors of the Private bank to replicate sales.
Various examples of collateral sell sheets used by wealth advisors to generate business for the Private Bank.
Graphic created to encapsulate the key elements and stages of the client journey. It conveys the bank's commitment to personalized service, trust, and excellence. It portrays professionalism, trust, and a sense of partnership between the private ban
A sponsorship print ad that emotes the essence of the partnership between the private bank and the nonprofit organization, Little Brothers Friends of the Elderly. The ad was designed with a focus on imagery and concise yet impactful text.
A graphic representing the Chief Information Officer (CIO) note, published monthly. The graphic incorporates the company's branding elements, color palette, and font styles. This ensures consistency and reinforces the association between the CIO's n
A six-point graphic explaining why today's innovators turn to SVB Private.
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