PIMCO / From Face-to-Face to Interface
Partnership
PIMCO needed to modernize how they worked with Financial Advisors. I partnered with the EVP of US Global Wealth Management Marketing and his team to transform their advisor experience into a digital platform. The project included developing a distinct sub-brand that complemented PIMCO's main identity.
For two years, I’ve brought together designers, strategists, and writers to bring Advisor Forum to life - from the first sketch to launch day and beyond.
Brand
We built Advisor Forum to be a complementary brand that strengthened PIMCO's reputation while standing on its own - complete with positioning, visual identity, name, and messaging framework.
A delicate balance
The design system used PIMCO's signature chevrons and angles while creating its own distinct visual identity.
Content
The strategy balanced new initiatives, like launching a podcast, with the flexibility to quickly adapt to market shifts.
Our campaign targeted key industry moments while creating our own opportunities to fill content gaps. This structured approach helped PIMCO's teams stay focused and build consistent brand awareness.
You made it this far, so here’s a fun fact about this project.
It’s a moving target
This wasn't your typical "design the brand after the product" project. For six months, our team worked side by side with PIMCO, building a brand for an experience that was still evolving. There was no clear roadmap - just close collaboration, trust, and the flexibility to adapt as we figured it out together.
