About Fidelity Better known for their retail funds sold directly to consumers, Fidelity’s Institutional arm also sells financial products exclusively through Financial Advisors. My work below was created in collaboration with the Fidelity Institutional marketing team, a creative group in charge of supporting Institutional marketing efforts. Read More Read More Read More Read More Read More Read More
More content, less paper — Fidelity Advisor Product Guide
Solution: The new product guide was further automated and templated to reduce the human errors. Glossy paper was replace with newsprint to reduce carbon footprint and shipping costs. Reduced editorial and flexible templates helped improve the use of space.
Designer: Gilberto Pocaterra, Creative Director: Rhonda Berchuck
Building a lasting partnership — Your Advisor, Fidelity and You
Solution: A customizable 8-page gatefold was recommended with a slid-pocket to hold product fact sheets. Strong headlines and short paragraphs made the piece easy to browse.
Designer: Gilberto Pocaterra, Creative Director: Rhonda Berchuck
Uncovering opportunities for clients overseas — Fidelity Advisor World Funds
Solution: A gatefold brochure was proposed to reassure offshore investors of the size and global scope of the Fidelity brand, answering questions such as why Fidelity, why offshore investing, and why World Funds. The piece was translated to meet the need of financial advisors in many Fidelity markets.
Designer: Gilberto Pocaterra, Creative Director: Rhonda Berchuck
Promoting the value of advice — Fidelity Advisor FundPulse
Solution: Include a value-added section with a mix of editorial opinion and product information. A magazine style editorial section could help advisors stay informed and also give Fidelity a place to spotlight the latest funds and tools available to advisors.
Designer: Gilberto Pocaterra, Creative Director: Toni O’berry
Recognizing high achievements — Fidelity Advisor Council
Solution: A red box that would stand out in any mailroom was inspired by the anticipation of opening a gift. Fidelity values partnering with the best people in the industry and wanted to honor them.
Designer: Gilberto Pocaterra, Creative Director: Toni O’berry
Promoting the value of advice — Fidelity Advisor Funds
Solution: Simple typography and color-soaked imagery depicts everyday families in effortless and natural situations. Each brochure explains in simple terms 1. the investment strategy, 2. why invest with Fidelity, and 3. the advantages of working with an Investment Professional.
Designer: Gilberto Pocaterra, Creative Director: Toni O’berry
Fidelity Brand
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3 Opportunity: The magazine-style product guide – the fund’s performance bible – was costly to mail and eco-unfriendly. A new guide was requested with reduced editorial and more fund detail.
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3 Opportunity: In the process of revising their collateral system, Fidelity wanted to further promote the value of the Advisor – the ultimate client. They requested a client friendly document promoting the partnership of the financial Advisors and Fidelity.
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3 Opportunity: Fidelity Advisor World Funds were created to meet the investments needs of non-US citizens. Fidelity requested a client-friendly brochure explaining Fidelity’s global research capabilities, and its broad range of financial products for overseas clients.
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5 Opportunity: How to make a fund performance quarterly report more than a quarterly report.
Opportunity: Fidelity Advisor Council was a special program recognizing top-performing financial advisors and rewarding them with a dedicated level of support and service. Fidelity requested a unique mailer to honor this exclusive group.
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3Opportunity: Fidelity needed a suite of client-approved marketing materials promoting Fidelity Advisor Funds and the benefits of working with an Advisor.