Accounting Performance & Reporting
Clearwater Analytics is a cloud-based investment accounting and reporting platform used by insurers, asset managers, corporations, and government organizations. It provides automated daily data aggregation, accounting, compliance monitoring, performance measurement, and reporting—helping finance teams streamline operations and maintain accurate, real-time visibility into their investment portfolios.
Product Logo Design
Collaborated with UI/UX designers, product managers, and developers to create logo systems for Clearwater Analytics’ expanding suite of financial technology products. Each mark was designed to align with the master brand while giving individual tools a distinct, cohesive identity within the platform ecosystem. The process involved concept exploration, user interface integration, and refinement for scalability across digital and print applications.
Stable Value | Build vs. Buy Product Campaign
Corporate Social Media Strategy & Engagement
Problem:
Clearwater’s social media lacked a clear voice, personalization, and failed to showcase internal experts, missing an opportunity to reinforce industry credibility and engagement.
Solution & Process:
I researched industry leaders and identified best practices to enhance our approach. While reviewing competitors, I found that they were successfully leveraging their talent to build trust and credibility, while our content did not. By incorporating employee headshots, quotes, statistics, and media logos, I created graphics that strengthened brand credibility and aligned with marketing goals. Collaborating with stakeholders, I developed visually compelling, high-value content to maximize reach and engagement.
Result:
This strategy increased impressions by 43% and clicks by 18%, demonstrating the power of expert-focused visuals and messaging. Additionally, a single successful post also led to a new opportunity with a major investment firm, proving the real-world impact of this approach.
Project Scope
Campaign and marketing collateral
Sales and product support materials
Event and conference design assets
Template and workflow system developmen
Project Involvement
Brand stewardship and visual consistency
Cross-functional collaboration with Sales, Marketing, and Product teams
Translating complex product concepts into clear visual communication
Coordinating with leadership and stakeholders to align on messaging and goals