Editorial Design | Data Visualization | Social | Email
PGIM | Shook Research Report and Marketing
Overview
The PGIM | Shook Research collaboration is annual. The survey focuses on advisors and the trends for high-net-worth clients and their portfolios. The research findings and data points are reported through a variety of co-branded channels including a full report (~16 pages), executive summary (~4 pages), landing page, social posts, and an email. I was the designer responsible for executing both the research report and the marketing collateral connected to it.
Problem
Communicating dense research findings and data points in a visual, digestible way that highlights the most important parts of the survey for a variety of audiences including advisors, clients, and the general public.
Role
Designer responsible for editorial design, layout, data visualization, infographics, social media and email assets.
Process
Research
Brainstorming
Design
Iteration
Delivery
Solution
Utilizing visual infographics with large numerals, icons, and charts to communicate data points alongside paragraph text helped with scannability and comprehension of information. Maintaining visual cohesion across channels assisted in brand and campaign recognition.
Tools
InDesign
Illustrator
Photoshop
Adobe Express
Duration
3 months
Full Report
The 16 page full report combines paragraph text with bold data visualizations in order to make the content more digestible. The most important findings are reinforced with pull quotes, enlarged numerals, and clean, contemporary charts that tell the story concisely. The goal was to deliver a document that was polished, sophisticated and spoke to the main audience of high-net-worth advisors and clients.
Social Media
The social posts for LinkedIn was an opportunity to announce the availability of the research findings and to call out some of the main highlights from the study. I continued with the same visual components as the report in these posts in order to maintain cohesion (large numerals, simple, clean charts, dark navy backgrounds, and the sophisticated, minimalist pie chart image).
I worked directly with writers and marketing team members to ensure content on the post image itself was concise and direct so that it allowed for a quick read and increased engagement.
PGIM | Shook Research Report Announcement Email
The announcement email was a high level introduction to the report’s content, calling out a couple of key points and maintain visual continuity with the report and social posts.