Client Story:

FIDELITY

Client Story:

FIDELITY

Fidelity is one of the nation’s best known and most successful multinational financial management institutions, with over two trillion dollars of assets under management.

We first started working with Fidelity’s Wealth Management division to help them explain their offerings and value to current and prospective clients. A close working relationship with their Charitable division soon followed, where we crafted a unified way to present their story across print, interactive, and video formats. We also created Fidelity Charitable’s first-ever Giving Reports — a compilation of data about the charitable giving of their thousands of clients — which generated huge press coverage for the organization.

PRIMARY PROJECTS
  • An interactive tutorial about the Giving Account, Fidelity Charitable’s primary offering for its clients
  • For Fidelity’s institutional investment division, an interactive graphic presenting the financial prjections of institutional fund managers around the world
  • Two annual reports about the charitable giving practices of Fidelity Charitable’s thousands of account holders
  • Animated videos about the benefits of Giving Accounts to both account holders and financial advisors
  • Keynote presentations for the president of Fidelity Charitable
  • Multiple brochures and whitepapers about topics ranging from risk and retirement to tax policy
 
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