Print Invitations

Due to system requirements I needed to keep the mailing size (A7) the same as a little used version. In order to incorporate the key brand element of the square, I added an additional fold over panel, which also gave needed space for content and/or imagery. Samples include golfing event for clients, dinner event for prospective clients, informational meeting with subject matter expert, and invitation to try new product offering.

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Email Invitations and Confirmations

While having to adhere to Schwab's standard email template, these invitations/confirmations had to be able to work in conjunction with their print counterpart(s). Images were selected that could be cropped both as a square and as a horizontal strip. In addition, the templates needed some flexibility with body/rail positioning to accommodate illustration, secondary images, and co-branding.

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Local Ads and Postcards

With the success of the invitations and confirmations among the field marketing team, I was tasked with expanding the options to reach clients and prospects. Advertisements for local publication and postcards were developed for multiple events such as branch openings or speaker series.