Problem: Frequent rate changes were demanding a lot of designer time requiring countless hours of manual meticulous work, ensuring every instance of a rate was updated.

Solution:Use dynamic fields for rates by utilizing Seismic Sales Enablement and simply updating the rate amount in a database which would then cascade to all collateral at once. This required us to rebuild all collateral in Powerpoint. I became an expert in Powerpoint because if this effort.

The first flyer shown is a Home Equity Line of Credit flyer.

The request was to refresh it and make it more concise.

I employed a column format and used the left for the positioning statement and the right side for features that made it easier to consume at a glance, than the existing version.

The second flyer comprises a chart that simplifies a previously detailed pricing structure presented in paragraph format.

By transforming the information into a chart, it became more comprehensible and facilitated a comparison of the various pricing tiers.

This enhanced the ease of understanding and enabled customers to make informed decisions.

The third flyer was for deposit marketing and addressed to employees of Google, to be distributed at First Republic locations close to Google headquarters.

The fourth flyer was internal, geared to our relationship managers.

It was crucial to ensure clarity that the introductory rate of 1.95% for the first 6 months only.

Additionally, we needed to make sure it is expressed that borrowers have the option to switch to a fixed rate at 3.00% or variable rate at 2.50% after the introductory period.