March Madness is one of the largest promotions at Columbia Threadneedle Investments. Check out how I completely reimagined it.

The Columbia Credit Income Opportunities Fund launch included a white paper, investor guide and four paid emails. Long content. Medium content. Short content.

New York Life had success with this B2C brochure. It’s surprisingly fun for a financial firm. We followed it up with an interactive, online brochure similar in tone and voice but with a slightly different focus.

We followed up the success of NY Life’s printed brochure with this online one. It’s similar in look and feel but the content is new. And because it lived on their website as an interactive tool, they could reference it in emails and provide a link.

This rework of the Columbia Threadneedle Investments fixed income landing page involved many pieces across the creative team.

Even financial emails can look great, grab attention, say something interesting or clever. Here’s a few examples.

A library I created of 100+ pre-written, compliance approved emails ready to go out at scale.

With this short journey, we reach out to teams managing defined benefit plans letting them know we understand their pain points and we can help. As a secondary CTA, we offer a fixed income solution to look at to add to their current plan and educate them on income paying funds.

The Survey Journey was one of the most successful and deployed, automated journey I created. See the entire thing and how it worked.

When people come to or leave the Columbia Threadneedle Investments website, they may get served up a modal based on their activities on the site.

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