Trilogy Financial

BRANDING CASE STUDY

CLIENT

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

I’ve never been more proud of a total brand redesign. From brand guidelines to signage, collateral, website aesthetic, and custom emails—you were unmatched. Thank you for bringing our brand vision to life. You helped us humanize the Trilogy brand. We have accomplished so much through your design expertise, thought leadership, and flexibility. We are forever grateful for your brilliant design and agency relationship.