BRANDING CASE STUDY
Trilogy Financial is a financial services company with advisors nationwide that help coach individuals with a suite of financial tools and services. It’s no secret that financial planning can be both confusing and hard to navigate for most individuals and families. Trilogy saw this as an opportunity to better serve their clientele.
PROJECT SCOPE & ROLE
Trilogy Financial requested a rebrand of their marketing materials in a more understandable and personal manner. McGrath + McKenna created a new look for all of their marketing touchpoints that streamlined the topics with easy-to-understand copy. McGrath + McKenna utilized relatable imagery and graphics to enhance the messaging and clarify hard-to-understand financial topics.
FROM THE CLIENT