Tools for the Modern Banker

Not too long ago, meeting with your bank representative meant going into their office, handshakes, small talk, looking at charts, the whole nine yards.

Now, when CFOs can access their banker on Zoom, or even opt to bank with a 100% digital outfit, large scale institutions like Bank of America need to show that they can connect with clients in a genuine way without meeting in person.

The solution: a handcrafted system rethinking their approach to client presentations, swapping financial minutiae with language and strategies to anticipate clients concerns.

Beyond presentations, this reimagining extended to the way the Bank presents themselves with new Bios, Job Descriptions, and more.

Client:

Bank of America

Project Type(s):

Internal Decks, Email Comms, Video, Training

Fellow Creatives:

Becca Green, Creative Dir.

Kai Zimmerman, Creative Dir.

Mike Last, ACD – Design

Ann Hintze, ACD – Design

Prince Wireko, Designer