Financial Fitness Campaign
More Americans prioritize their physical fitness over their financial fitness. We set out to change that. The campaign was spearheaded by a direct mail piece to targeted customers and then followed up with digital elements including email and a custom landing page.

I was responsible for the concept, art direction and design.  I was also heavily involved with keeping the project on time and under budget with our print vendor and web developers. 
With you, every step of the way.
On the road to fitness

The strategy was to address clients who have recently gone through a major life change. We’re ready to stand by our clients through life’s ups and downs; this is a chance to show it and deepen that relationship. Our mailer stands out from the clutter, ties into their situation and encourages them to reach out to their financial advisor. 

Fitness questionnaire
The landing page featured an interactive widget that allowed people to see what steps they'd taken financially and to encourage them to make an appointment with an advisor to find a strategy for any steps they might be missing. 

As you click on the different checkboxes our hero cyclist advances toward the front of the pack.