Portfolio Management Software

CASE STUDY

CircleBlack

IndustryFinancial Industry
Target MarketB2B, Financial Institutions & Advisors
ScopeGraphic Design, Sales Collateral, Video Marketing
financial social media image examples

About The Company

CircleBlack provides portfolio management and performance reporting software to RIAs, financial instuitutions, custodians, and TAMPs/aggregators. Their award winning software is highly customizable to fit business and investor needs.

SOCIAL MEDIA IMAGES

Our Work

Our goal with CircleBlack was to gain more awareness on social media and to meet sales team requests for sales-supporting PDFs (flyers, tear sheets) and videos. The marketing videos we produced are both educational and highly stylized to stand out in the industry.

INFORMATIVE FLYERS


financial industry marketing

THE VIDEO COLLABORATION PROCESS We produced 1–2-minute long animated videos for us to showcase CircleBlack's mobile app in various ad campaigns and social media. Our work includes creating animations using their UI, adding music, and editing the audio.

For each video, we keep the process very simple. We first brainstorm what CircleBlack is looking for and discuss ideas. We then come back with a storyboard that they can edit as needed, and go back and forth until it is ready; it is a very collaborative process. We then produce the video and make changes if needed. The whole process usually takes a couple of weeks until the finished video is ready for use.

THE DIRECT RESULTS The videos we produced have accomplished exactly what CircleBlack was looking for. They have used them a lot for LinkedIn ads, and the metrics for the people viewing the videos have increased; they’re very successful.

Thanks to these videos, CircleBlack's content is more engaging and looks much more professional. They're getting very positive feedback from their clients and LinkedIn followers, and people know who they are, which is what our project goal was.

"De Lu Studios’ deliverables are great; the videos, content, and graphics they create are all phenomenal."

De Lu Marketing is an outstanding company to work with. I have worked with both Natalie and Scott on several projects and their professionalism and creativity has been exceptional. I worked with the team on a video project where they took my basic concept, collaborated, and delivered an end product that exceeded my expectations and is helping us win business. I would highly recommend De Lu for any marketing needs.

portfolio management company testimonial

CLAUDINE MARTIN
VP of Marketing, CircleBlack

INFOGRAPHIC DESIGN

Infographic Design Marketing Example
 

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