MATCO FINANCIAL
No fluff. Just real advice.
PROBLEM
Matco Financial's traditional communication methods were creating a disconnect with their evolving client base. Quarterly PDF reports felt impersonal and outdated, client engagement was declining, and the company struggled to differentiate itself in an increasingly competitive financial services market. Younger clients expected modern, accessible financial education, while existing clients needed more personalized touchpoints throughout the year, not just quarterly check-ins.
SOLUTION
I spearheaded a complete digital transformation initiative, beginning with the creation of a professional podcast studio and launching two educational podcast series that humanized financial planning. Simultaneously, I transitioned the company from static PDF quarterly communications to engaging digital formats powered by Salesforce CRM integration. Using Adobe Creative Cloud, I developed compelling video content and interactive materials that transformed dry financial data into accessible, actionable insights for clients.
60%
INCREASE IN SOCIAL MEDIA FOLLOWERS
35%
INCREASE OF LEADS THROUGH DIGITAL ADS
8
VIDEOS PER MONTH
