PNC Wealth Management

2011-2012

The opportunity in wealth management hinges around creating deep relationships between high net worth clients and financial professionals. These relationships can often be far more personal and feature a greater range of services and products than retail banking.

Our research involved interviews with Financial Advisors, Fund Managers, and the Marketing team to understand the process of pitching clientele, onboarding, and building their portfolios. We pitched and developed a sophisticated marketing and relationship management site to allow clients and Advisors to work directly together to manage the account. The goal was to create a personalized, intuitive, and powerful similar to the manner other premier brands engage high net worth clientele.

Additional projects included print collateral and an onboarding gift kit.

PROJECTS:

  • UX/UI
  • Digital Product Development
  • Creative Direction
  • Print Collateral