These are the web properties my team was responsible for, including the strategy, data, design, UX, builds and updates, CMS platform, and analytics.
These web sites were our content hubs where we drove social media, search, and e-mail to measure advisor activity and behavior as well as content consumption.
Due to our content marketing efforts, the mutual fund web site has 742,000 unique visitors, an increase of 127% over two years. And the ETF web site has 247,000 unique visitors, an increase of 190% over two years.
The goal was to showcase our thought leaders through blog posts about the markets, economic impacts, and insights on investor concerns such as rising interest rates, taxes, and market volatility.
The digital channels engaged to promote ongoing blog posts were social media, search, web sites, display advertising, and subscription e-mail.
My team and I were responsible for the blog design, UX, build on WordPress, promotion and publishing on the digital channels.
Since its launch in 2016, the number of blog subscribers have increased by over 300%.
The goal was to create a new experience for the firm’s value add program, replacing traditional print materials. We distilled eight life event brochures and created an interactive experience so agents could take clients through life event information on their iPads.
Digital channels engaged were the company Intranet, the blog, and subscription e-mail.
My team and I partnered with the head of the program to develop the content and flow. I directed the wireframing, design, UX, microsite build, promotion and publishing on the digital channels.
The results were a $224,000 savings in print costs and an increase in usage among the firm’s insurance agents.
We created a landing page prototype to preview a new portfolio sales tool targeted to advisors. The tool helps investors reach their financial goals through a risk assessment of various mutual funds and ETFs in their portfolios.
I collaborated with sales to create user workflows and content as well as directed the wireframing, design, and UX.
During the Puerto Rico bond crises, we created a campaign to increase awareness of the firm’s municipal bond expertise and views from our portfolio managers. The objective was to communicate how they navigated the events of Puerto Rico through an interactive timeline.
The digital channels engaged were organic and paid social, paid search, and subscription e-mail.
I optimized the content for digital and directed wireframing, design, UX, landing page build, promotion and publishing on the digital channels.
The result was increased visibility for our portfolio managers measured by the increase in requested advisor meetings and media interviews on this topic.
We wanted to transform our videos into a more modern experience. Dynamic footage, updated music, and various angles made thought leaders more authentic. I directed the strategy with my video team who also filmed, edited, and produced the final cuts.
The primary goal was to raise awareness and increase adoption of ETFs among producers, research strategists, and the financial advisor community. The secondary goal was to provide leads for sales.
The digital channels engaged were organic and paid social, search and retargeted search, display and newsletter advertising, and syndicated content.
I worked on the digital marketing strategy, social media and search plans with the marketing team and directed the wireframing, design, UX, microsite build, and reported on analytics.
In 30 days, this campaign drove over 40,000 advisors to the microsite and resulted in 10% qualified sales leads.
This focused retention campaign—targeted to 3,000 advisors—aimed to offset fund redemptions by cross selling into another high yield mutual fund.
Digital channels used were targeted social media, search, and advertising.
I worked on the digital marketing strategy, social media and search plans with the team and directed the wireframing, design, UX, build, and reported on analytics.
The campaign contributed to $200 million in new high yield mutual fund sales.
This was a campaign to raise awareness of the firm’s suite of municipal bond solutions and to promote the expertise of its portfolio managers.
The digital channels engaged were organic and paid social, search, display advertising, and subscription e-mail.
I worked on the digital marketing strategy, social media and search plans with the team and directed the wireframing, design and animation, landing page build, and reported on analytics.
In a three-month period, this campaign resulted in 450 new social media followers, 50 new subscribers, and an increase in landing page views from 1,784 to 135,000.
