Challenge
Unlike most robo-advisors InvestRx provides a human, personal conncetion to help their customers succeed in their financial goals. When InvestRx decided to exclusively serve medical professionals they needed a new brand to reflect their focus. We were happy to team up with them to create a new identity that was in line with the brands medical professionals interact with on a day-to-day, while also helping them incorporating a friendly human touch.
Solution
After establishing the intial branding we also helped InvestRx create brand collateral, and a uniquely personal financial roadmap template they send every customer.
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