Simplifying the Complex

Client

SEI

Date

2021

Project

Marketing Communications

SEI is one of largest fintech providers in the world for financial advisors. But too often, it was falling into the trap of overcomplicating the already-complicated business of financial services.

Challenge

Help SEI better communicate its value proposition to financial advisors.

Insight

A complex business operating in a complex industry needs one thing: Simplicity. Everywhere.

Substance

Strip everything down – from concepting, to design, to copy – in order to build brand equity back up.

Desktop monitor displaying SEI webpage on hidden trading costs with a moon graphic.
SEI webpage on investment transparency featuring moon graphics.
Two tablets displaying SEI web pages about commission-free trades with a moon graphic.
Crescent moon graphic comparing commission-free trades to hidden costs.
Smartphone displaying a financial ad about Robinhood with a crescent moon graphic.
SEI guide cover titled
Grid of SEI brochure pages covering specialization and partnership strategies.
Desktop showing a baseball pitcher with text about communicating value in basis points.
Grid of SEI presentation slides with charts, quotes, and business growth metrics.
Desktop monitor showing SEI webpage about the value of financial advisors.
Website landing page layout combining baseball imagery and financial data.
Desktop monitor displaying portfolio growth with vs. without a financial advisor.
SEI landing page featuring baseball imagery and business metrics.
Two tablets displaying SEI web pages with financial metrics and a flywheel chart.
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