Building your brand user journey

The investor journey needs multiple staging points, taking them from being an interested prospect to an invested convert

Abstract illustration of an investor stepping up with financial collateral terms like 'Fact Sheets,' 'Video,' 'Pitch Books,' and 'Brochures'.

At each of these staging points is a requirement from you as a provider to inform. Through, for example, an educational video to engage on key themes being faced by your client and how your product meets these challenges;
a brochure in which you can take the client more deeply into your product detail, or post investment through a fund report or monthly fund fact sheet as part of your IR requirements. All of these individual collateral pieces build the user experience of your brand. Your collateral accessed by your client requires full consideration to ensure the full experience of your brand is received.

We have supported many of our investment clients in developing their collateral. From looking at how competitors present their proposition; how best to build an effective communication piece to meet your and your clients’ needs; designing a contemporary and creative visual interface in alignment with your brand guidelines, develop informed and insightful copywriting, and the production of your piece of collateral within digital or print. Working closely with your team we add value and help build your investment brand.

Below are some of the success stories we’ve helped deliver to our clients.

Brochures

A selection of investment brochures designed for Newton, Fidelity, and MSCI, showcasing modern financial branding.

Custom-designed investment brochures for leading financial firms, emphasizing clarity, engagement, and strategic branding.

Pitch Book

A collection of investment pitch books designed for Hermes GPE, MSCI, and Natixis, showcasing strategic financial messaging and ESG integration.

Fin International-developed pitch books for Hermes GPE, MSCI, and Natixis, featuring ESG frameworks, investment strategies, and financial insights.

Investor reporting

A collection of investor reports for SCap Investments SCSp, featuring year-end reviews for various sectors including retail, hospitality, and marine.

Fin International-designed investor reports for SCap Investments SCSp, covering diverse sectors from luxury hospitality to retail and marine industries.

Fund Reporting/Fact Sheets

A selection of fund reporting and fact sheets designed by Fin International, featuring financial insights, performance highlights, and investor updates.

Fin International developed these fund reports and fact sheets, ensuring clear financial communication with structured layouts, investor insights, and strategic market data.

Video

Next project