Financial Services Marketing
Financial Services Marketing
Collaboration, innovation, and creativity are at the core of my approach. With 10 years of experience in the financial services industry, an MBA from Creighton University, and a Graduate Certificate in Financial Psychology and Behavioral Finance, I bring a unique blend of strategic thinking and creative execution to every project.
I excel at managing client relationships, driving growth, and leading successful business and marketing initiatives. My experience includes developing impactful messaging, writing copy, designing and providing creative direction. This entails curating compelling visuals for a variety of brands, products, and services and mediums including websites, social media, blogs and enablement pieces.
View my Linkedin Profile
https://www.linkedin.com/in/kaleenafong/
I developed the Financial Elements brand and messaging with graphic design support. To launch the brand I wrote and produced this video to explain the video to plan sponsors and participants.
I played a central role incorporating Wealth Management services into the existing OneDigital brand. We played this video at the conference where we launched the services and feature it on the website. I led scriptwriting and participated in final approval of the imagery.
I wrote and produced 3 explainer videos based on real client stories to teach team members and prospects about our services. The videos were played at our annual conference and continue to be used in digital marketing.
I wrote and produced the following video to kick off a conference. It's goal was to get people excited and to explain the brand. I led the team developing the Resources brand including messaging, imagery and website development. I also launched the brand from the stage at an annual conference.
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