Helped to craft a half-day event that engaged employees’ loved ones as proxy customers to gather insights for future financial experiences, which included the creation of a sign-up page, event collateral, and video to raise awareness and participation for the event.
CHALLENGE
The business sought deeper insights into how customers envision their financial futures. As a team, we were tasked with developing a capability beyond traditional methods like surveys and feedback forms to help the organization gain these perspectives. After brainstorming, we created a unique half-day event that engaged employees’ loved ones as proxy customers, enabling us to explore how three different generations view their financial journeys. I was tasked with coming up with a look and feel for the event collateral as well as branding that matched the companies new style.
OUTCOME
From an attendee perspective, the event was a success, leaving participants feeling heard and fostering connections with like-minded individuals they might not have otherwise met. The materials created for the event, such as the sign-up page, event collateral, and video helped to raise awareness for the event and helped to attract participants. The event allowed us to gather actionable insights that will inform and create more targeted marketing campaigns, enhance clarity in financial literacy materials, and inform the creation of more user-friendly experiences that will improve engagement and communication.
SERVICES
Creative Direction and Design Lead | Content Creation | PR Efforts | Video Production | Event Management | Prototyping | UX/UI Design
Created a sign up page to get people to register
Produced a video to spread awareness to employees to sign up their loved ones for the event.
Designed booklets with the agenda, information about the event, and note paper.
Created life event mat and chips used during interactive workshops.
