Insights & Innovation Symposium

SECTOR: Events

Building off of a successfully implemented national and regional event strategy, The Private Bank sought to create an elevated and unique symposium experience designed exclusively for its highest client tier.

Over a dozen financial leaders and industry experts were brought together for three days of presentations and roundtable discussions in an intimate setting with about 125 clients. Brand values strengthened, client-advisor relationships deepened, and client referrals increased. I designed the logo, established the overall multimedia visual system, and oversaw the website’s art/brand direction.

The inaugural event took place in 2016 and since went on to become a biennial client experience due to its success, leveraging the visual foundation that I helped to create.