INSPO FOR FINANCE MARKETERS
PERSONAL FINANCE CAMPAIGN PLAYBOOK
Blueshift, 2025
Blueshift.com is a customer engagement and marketing automation platform that leverages AI to help businesses connect with their customers across multiple channels.
This playbook is geared toward financial industries with an objective to identify common problems in the industry and suggest effective solutions, while offering impactful campaign blueprints and creative ideas.
Below are samples of the playbook and a compressed downloadable version of the full PDF.
Assets: 50-page PDF book, paid ads, organic social assets, email assets, one-off modular illustrations for future blogs and written content
Results: Achieved 200%+ higher download rates compared to assets in existing content library, generating consistent qualified leads for 8+ months post-launch
Skills: digital design, multiple page layout
Tools + software: Figma, Adobe Illustrator, Adobe Photoshop, Adobe After Effects
THE OBJECTIVE
Ensure that the guide was inspiring to marketers, offering new ideas for campaign success. Each page needed to be both visually engaging and easy to absorb, with each blueprint offering a distinct and captivating design. There are 50 pages total.
THE PROCESS
I developed the playbook from the ground up: building the template for future use, typesetting all the copy, and designing every blueprint illustration.
PAGE SAMPLES
MOCK-BRAND PERSONAS
I designed three imaginary mock-brands to cover different niches in FinTech and money management, creating re-useable brand identities for each blueprint that would not cause any future copyright issues. This mock-brand included color schemes, font selection, logo design and brand persona concepts.
Product: App
Service: Online goal-setting, eliminating debt
Tagline: "Empower Your Financial Future."
Mission:
Helping individuals take control of their finances, build savings, eliminate debt, and achieve their financial goals. With intuitive tools, expert guidance, and an empowering approach, we make it easier for everyone to thrive financially.
SOCIAL CAROUSEL
3-panel LinkedIn Carousel for organic social.
Product: Bank/online banking
Service: Bank/online banking
Tagline: "Elevate Your Financial Journey."
Mission:
Empower individuals and families to achieve their financial aspirations with innovative tools, personalized services, and unwavering support, all accessible from the convenience of their devices.
SHAREABLE COVER ART
For use in blogs, social, email, and web.
Product: App
Service: Investment management for beginners
Tagline: "Investing. Simplified."
Mission:
Empower first-time investors with intuitive tools, personalized guidance, and a user-friendly platform to make smart, confident financial decisions.
