
A finance firm who needed to speak to the right clientele.
Problem
Caplo Advisory’s old brand was targeting an audience that didn’t align with the company’s current business goals. The new brand was tasked to target high-earning millennials that needed a financial advisor that could assist their financial issues unique to their lifestyle.
Outcome
Caplo Advisory’s new brand was updated to be more professional, modern, and cool. The visual identity was revamped with new fonts, colors, and icons to create a cohesive look on all branding materials. Needing to address a more serious, professional audience while still appealing to a broader group, Caplo Advisory approached me to help polish their new identity system.
SKILLS
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Brand Strategy
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Brand Design
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Graphic Design
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Photoshop/Illustrator
35%
INCREASE IN WEBSITE TRAFFIC
25%
BOOST IN SOCIAL MEDIA FOLLOWERS
15%
UPLIFT IN PRODUCT SALES

Brand Deliverables
Project deliverables included font licensing, logo redesign, social media graphics, new icons, website redesign, branding guidelines for teams to be able to apply new branding in practice.






ALL PROJECTS

Design Process
I've worked together with the Caplo Advisory team to research the company’s history and identify what appeals to their desired markets.
Needing to address both of Caplo Advisory's target audience, high earning professionals and entrepreneurs, I established a distinct visual language that can speak to each audience that still fell within the overarching brand. We established the use of their new brand strategy with copy, icons, fonts, colors, and logo.


Design
I drew inspiration from luxury and finance brands like Rolex and Wealthsimple to guide the brand’s visual direction. I aimed for clean and simple fonts, colors, and icons that conveyed a sense of wealth and youth. Additionally, the imagery and graphics were carefully chosen to reflect Caplo Advisory’s target audience, ensuring the brand’s visual language resonates with their expectations.









