As Senior Presentation Designer for Wells Fargo IRT's Sales Team, I created new sales materials every quarter, along with custom presentations for large clients. The goal of our team was to make generic financial information more easily digestible and be able to create client-specific presentations that we could print and pass along to the client for their reference.
I worked to execute two separate rebrands of all of our sales materials. Everything was updated per new brand specifications along with the creation of templates and style guides for custom presentations.
These are some generic presentations that the sales team would take to meetings. We would normally build one version for a PowerPoint presentation and one version in InDesign for print.
This first booklet is an example of the generic Relationship Management materials from the first quarter of 2019.
This second example is from the third quarter of 2019 – it's the first master template that was produced after rebranding all of our content to the new gold branding.
This last example is one of the Relationship Management books we produced to address the acquisition of Wells Fargo Institutional Retirement & Trust by Principal Financial in early 2020. These replaced all of our Wells Fargo branded materials, and all custom presentations were now created in the Principal Financial branding.