PIMCO / From Face-to-Face to Interface
Partnered with PIMCO's EVP of US Global Wealth Management Marketing to reimagine their Financial Advisor ecosystem during a critical turning point. Transformed rigid processes into an intuitive digital platform that genuinely appealed to advisors. Created a distinct sub-brand that preserved PIMCO's sophisticated reputation while introducing an accessible personality addressing advisors' daily challenges - effectively bridging Wall Street expertise with Main Street application.
For two years, I’ve brought together designers, strategists, and writers to bring Advisor Forum to life - from the first sketch to launch day and beyond.
Brand
We built Advisor Forum to be a complementary brand that strengthened PIMCO's reputation while standing on its own - complete with positioning, visual identity, name, and messaging framework.
A delicate balance
The design system used PIMCO's signature chevrons and angles while creating its own distinct visual identity.
Content
The strategy balanced new initiatives, like launching a podcast, with the flexibility to quickly adapt to market shifts.
Our campaign targeted key industry moments while creating our own opportunities to fill content gaps. This structured approach helped PIMCO's teams stay focused and build consistent brand awareness.
