Branding Case Study:
Elevate Planners
Branding Case Study:
Elevate Planners
Branding Case Study:
Elevate Planners
Branding
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Logo
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Icons
June 2023
Project Overview
Project Overview
Elevate Planners, an innovative Registered Investment Advisory firm, sought to redefine their brand identity to stand out in the financial services sector. Partnering with CIELO Agency, Elevate Planners aimed to develop a distinctive brand that conveyed trust, professionalism, and innovation.
My role as a branding and marketing intern in this project was to create a cohesive brand identity through visual elements that align with industry standards yet deliver a unique and memorable impression.
Elevate Planners, an innovative Registered Investment Advisory firm, sought to redefine their brand identity to stand out in the financial services sector. Partnering with CIELO Agency, Elevate Planners aimed to develop a distinctive brand that conveyed trust, professionalism, and innovation.
My role as a branding and marketing intern in this project was to create a cohesive brand identity through visual elements that align with industry standards yet deliver a unique and memorable impression.
Challenge
Challenge
The main challenge was defining an identity that bridged Elevate Planners’ desire for uniqueness with the trusted and professional aesthetic expected in financial services. As the client was open to exploration but uncertain of specific branding needs, my goal was to craft an identity that felt both innovative and aligned with the industry’s standards.
The main challenge was defining an identity that bridged Elevate Planners’ desire for uniqueness with the trusted and professional aesthetic expected in financial services. As the client was open to exploration but uncertain of specific branding needs, my goal was to craft an identity that felt both innovative and aligned with the industry’s standards.
Process
Process
My approach involved extensive iteration, particularly on the logo and core brand elements. This process was collaborative, involving feedback from both my design team and the client. I began with icon and logo designs, focusing on the letter ‘E’ to symbolize the firm’s mission to “Elevate” its clients’ wealth and success.
My approach involved extensive iteration, particularly on the logo and core brand elements. This process was collaborative, involving feedback from both my design team and the client. I began with icon and logo designs, focusing on the letter ‘E’ to symbolize the firm’s mission to “Elevate” its clients’ wealth and success.
Logo & Icon Design Iterations
Logo & Icon Design Iterations
The logo design centered around creating a memorable symbol that could stand independently while representing the “Elevate” mission. Through numerous iterations, we refined an ‘E’ icon that subtly integrates an upward arrow, embodying both growth and progress.
The logo design centered around creating a memorable symbol that could stand independently while representing the “Elevate” mission. Through numerous iterations, we refined an ‘E’ icon that subtly integrates an upward arrow, embodying both growth and progress.
Sketches of early icon and logo ideas
Brand Guidelines Development
Brand Guidelines Development
The brand guidelines provided a complete identity framework for Elevate Planners, including recommendations on logo usage, colors, fonts, imagery, and social media aesthetics. This document ensures a cohesive brand experience across all digital and physical platforms.
The brand guidelines provided a complete identity framework for Elevate Planners, including recommendations on logo usage, colors, fonts, imagery, and social media aesthetics. This document ensures a cohesive brand experience across all digital and physical platforms.
The Choice of Color Palette and Fonts
Design Solution
Design Solution
The finalized design solution includes a refined logo featuring a lowercase ‘e’ with an upward arrow, symbolizing Elevate Planners’ mission. The logo’s simplicity and meaning allow it to seamlessly integrate into various applications, from business cards to digital platforms.
The finalized design solution includes a refined logo featuring a lowercase ‘e’ with an upward arrow, symbolizing Elevate Planners’ mission. The logo’s simplicity and meaning allow it to seamlessly integrate into various applications, from business cards to digital platforms.
Logo and Icon
Logo and Icon
The logo combines a lowercase ‘e’ with an upward arrow, representing both the company’s name and its goal of elevating clients’ financial success.
The logo combines a lowercase ‘e’ with an upward arrow, representing both the company’s name and its goal of elevating clients’ financial success.
The final icon and logo design
Brand Guidelines
Brand Guidelines
A comprehensive branding guide was provided, detailing colors, fonts, social media aesthetics, and more. This guide ensures brand consistency across all client interactions and platforms.
A comprehensive branding guide was provided, detailing colors, fonts, social media aesthetics, and more. This guide ensures brand consistency across all client interactions and platforms.
Excerpt from Brand Guidelines
Results & Impact
Results & Impact
The rebranded identity was well-received by the client and is now featured across their official website and promotional materials. The new branding has contributed to improved brand recognition and aligns with Elevate Planners’ long-term vision of growth and trust.
The rebranded identity was well-received by the client and is now featured across their official website and promotional materials. The new branding has contributed to improved brand recognition and aligns with Elevate Planners’ long-term vision of growth and trust.
Reflection
Reflection
This project was a valuable experience in balancing client expectations with creative freedom. Navigating the complexities of brand identity in a traditionally conservative industry taught me the importance of thoughtful design iteration and clear communication. Crafting the brand identity for Elevate Planners helped reinforce my skills in developing visually compelling yet strategically sound designs that leave a lasting impact.
This project was a valuable experience in balancing client expectations with creative freedom. Navigating the complexities of brand identity in a traditionally conservative industry taught me the importance of thoughtful design iteration and clear communication. Crafting the brand identity for Elevate Planners helped reinforce my skills in developing visually compelling yet strategically sound designs that leave a lasting impact.