Financial Services Firm - Prospective Partnership Marketing Brochure

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This customer received 30 brochure designs from 8 designers. They chose this brochure design from Karen Gameiro as the winning design.

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Brochure Design Brief

What business are we in? Epiphany Financial Management (EFM) was founded to provide payroll, bookkeeping, bill paying, debt management, and financial aggregation services for individuals and small businesses seeking relief from the details associated with their financial matters — clerical tasks that our customers either cannot or prefer not to perform. At its core, our service is often referred to as Daily Money Management. As leaders in the Daily Money Management field, we leverage financial controls, technology and concierge-like personal attention in order to maximize the convenience our service provides for our business and individual clients. EFM complements the work of other professionals by completing day-to-day tasks rather than long-term plans. The services meet a continuum of needs, from organizing and keeping track of financial information, book keeping, and investment tracking, to assisting with bill paying and maintaining bank accounts and insurance.

We need a design for a marketing brochure with the following specs:
Four-panel brochure with a double gatefold.
➢ Unfolded: 15 x 9
➢ Finished size: 3 3/4 x 9


Purpose - To convey key information about EFM.
“Look and feel” - Needs to be professional, “corporate” and information showcased must be “top-line”.
Primary Targets - High net-worth individuals, small business owners, on-the-go professionals and individuals

Purpose - To convey key information about EFM to potential business partners.
“Look and feel” - Needs to be professional, “corporate” and information showcased must be “top-line”. These are busy professional people, so less is more.
Primary Targets – Financial Planners


Current company logo, letterhead, business card design, and brochure content details attached for reference.

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Updates

Project Deadline Extended
Reason: no designs received yet...extending to allow for submissions.
Added Wednesday, October 23, 2013

Industry/Entity Type

Small Business


Look and feel

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Files
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EFM Tuesday, 08 October 2013 02:27:48
Tuesday, October 8, 2013