Designing cross-channel visuals and product assets for a wealth intelligence platform.
OVERVIEW
As a Content & Visual Designer at Aidentified , I worked across marketing and product teams to create cross-channel campaigns and scalable brand assets for a relationship intelligence platform used by financial advisors and enterprise organizations. My work focused on translating complex wealth and consumer data into clear, engaging visuals across web, email, social, motion, and sales materials.
THE CHALLENGE
Aidentified’s platform combines wealth signals, relationship mapping, and consumer intelligence into one ecosystem. The challenge was creating marketing systems that made large amounts of data feel approachable, digestible, and visually engaging across fast-moving campaigns.
MY APPROACH
I developed visual systems that balanced professionalism with accessibility, helping translate dense datasets into clearer marketing and storytelling assets across web, social, and sales channels.
ONE PAGERS & SLIDE DECKS
Designed long-form collateral that guided readers through platform capabilities, workflows, and data-driven insights with greater clarity and flow.
Making information-heavy content easier to navigate
Designed long-form collateral that guided readers through platform capabilities, workflows, and data-driven insights with greater clarity and flow.
Slide Samples
MOTION GRAPHICS
Using animation to enhance digital campaigns
Developed motion graphics that supported campaign rollouts, social content, and testimonial-driven marketing initiatives across digital platforms.
60s GONG Testimonial Video
Oasis Podcast
Claude Demo Video
Bringing brand systems into physical space
Designed conference collateral that translated digital branding into high-impact physical experiences for enterprise events and product showcases.
Making complex workflows easier to navigate
Developed step-by-step playbooks that translated platform functionality and AI chat capabilities into clear, approachable guides for users.
The LLM Prompting Guide: View sample pages below
An update of The Wealth Intelligence Playbook: View sample pages below
WEB DESIGN
Designing interactive product experiences
Designed and prototyped an interactive FAQ experience in Figma, using detailed interaction systems and user flows to communicate intended behaviors and transitions clearly to engineering teams before development.
IMPACT
Contributions across campaign design, visual systems, motion graphics, and sales enablement for a relationship intelligence platform.
Web
Designed cross-channel assets for web, social, email, and product marketing campaigns.
Systems
Built reusable templates that streamlined content creation and strengthened brand consistency across teams.
Motion
Produced motion graphics and sales materials that supported clearer product storytelling and internal enablement.
B2B
Helped translate complex platform capabilities into visually engaging marketing content tailored to financial and enterprise audiences.
SOCIAL/MARKETING ROLLOUTS
Designing fast moving campaign content
Created social graphics that supported campaign rollouts, product awareness, and brand communication through visual consistency and platform-specific storytelling.