Project Overview.
SEI Investments, a leader in the financial industry, required a referral toolkit for their Managing the Manager program. The toolkit consisted of an article about Centers of Influence (COIs), an insightful client profile sheet to enhance the understanding of their clientele, and a referral tracker sheet that enables investment managers to monitor progress.
White Paper Design for Financial Industry Leaders.
Our approach involved developing a white paper layout that balanced visual interest with financial data clarity. We used a structured design and high-quality graphics to enhance the readability of SEI’s key information, supporting SEI’s mission to empower clients with critical insights into their investment products.
Centers of Influence (COIs) Article
Custom Branded Sales Sheets for the Financial industry.
The white paper design followed SEI’s established color palette and typography, reinforcing brand consistency. The final design served as an effective tool for managers within the financial services industry.
Referral Article and Referral Tracker
The Result.
The newly designed white paper toolkit enabled SEI managers to quickly and effectively track referrals. This project highlights how strategic financial industry design can simplify information for managers and clients, enhancing understanding and engagement.
