Challenge:
Probitas Partners, a global investment advisory firm with offices in San Francisco, New York, London, and Hong Kong, needed a more streamlined, cohesive brand identity to match its reputation. The firm required a stronger creative strategy to:
•Enhance brand consistency across global offices and marketing channels.
•Streamline creative workflows to ensure faster execution of key materials.
•Elevate pitch materials and research publications, strengthening industry leadership.
•Streamline creative workflows to ensure faster execution of key materials.
•Elevate pitch materials and research publications, strengthening industry leadership.
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Solution:
Global Presence
Global Presence
As Creative Lead I developed a comprehensive brand strategy and creative execution plan that:
Unified Global Branding & Visual Identity → Established a cohesive design ecosystem across all marketing materials, ensuring a consistent and premium brand presence worldwide.
Optimized Creative Processes & Workflows → Streamlined design and production workflows, reducing inefficiencies and accelerating turnaround times.
Redefined Data Visualization & Infographics → Elevated pitch decks and research publications with clear, and compelling visuals.
Enhanced Thought Leadership Content → Led the design and production of industry reports, reinforcing Probitas Partners as an authority in investments insights.
Here’s what leadership had to say about the initiative:
"Lisa has a tremendous sense of style and color necessary when putting together creative marketing presentations as well as standardized templates. She is well organized, focused, and capable of juggling conflicting viewpoints."
Kelly DePonte, Head of Research
Probitas Partners
Probitas Partners
Annual whitepapers showcasing insightful, data-driven perspectives
shaping the future of private equity and alternative investments.
shaping the future of private equity and alternative investments.
Results & Impact:
Strengthening brand position & efficiency
Strengthening brand position & efficiency
Positioned Probitas Partners as an industry leader through high-quality research publications.
•Produced over ten annual research reports, providing thought leadership assets and critical market insights to clients.
•Improved project delivery timelines by 25%, streamlining creative execution.
•Maintained art direction and quality control across global marketing and design needs, ensuring high-impact execution.
Redesigned website for a global presence integrating secure access for industry leading research.
Transforming financial brands with strategy and design. I help firms refine their brand identity, streamline creative execution, and elevate thought leadership. If your brand needs strategic clarity and impactful visuals, let's talk.