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In design as well as production, fact sheets present complex problems while demanding simple solutions. Our expertise in this area ranges from hosting and manual production to working with automated production houses.
- Created single-template system that works across US, EU, UK jurisdictions
- Multi-channel use: wholesale, wire house, institutional, advisor, retail
- Also created companion templates for manager commentaries and fund-specific marketing sheets
- Made disclosures modular and significantly shorter
- Two previous in-house efforts ended in failure; carrotized templates remain in use after 5 years with virtually no changes
Consultative Sales Aid
Getting from content to communication can often seem impossible. Using a variety of analytical approaches, we approach difficult challenges by le...
Political Contributions Policy
Carrotizing workplace policies can do more than improve usability. In most cases, it also reveals opportunities to streamline requirements and fi...
The same strategies that dramatically improve usability also reduce page counts, which in turn can mean significant savings in printing, postage,...
New Account Application
The transition from prospect to customer is one of the most important and least-understood parts of the entire customer cycle. Highly usable form...