Inspiring Feelings of Choice and Confidence
This is the oldest, most established online fintech firm in the U.S. They offer managed IRAs, 401(k) advice and retirement income planning to consumers, plan sponsors, small business owners and financial advisors.
Our goal was to humanize the brand by differentiating their culture of innovation, transparency and equality. And by making the possibility of financial freedom accessible through customers making smarter choices for retirement.
We redeveloped the brand guide, website, sales materials, corporate presentation, video, tutorials, trade presence and advertising to emotionally connect the new brand to feelings of financial confidence.