Investment Management Client Email Template

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E-Mail Marketing-Design Kurzbeschreibung

We need an email template to send out monthly returns of our investment strategies to all clients as well as quarterly investment letters. We want to see an elegant somewhat simple design (not overly graphic) that portrays exclusivity, experience, expertise. Nothing playful or too high tech. Our clients are often high net worth middle age or older. We have also won several awards which are included in the attachments along with our logo. We will want to email a letter as the body or a chart. We should have room for a disclaimer at the bottom. The attachments can be used in the design of the graphics.

Zielmarkt/( -märkte)

high net worth clientelle

Industrie/Einheitstyp

Financial Planning


Sehen und fühlen

Jeder Schieber zeichnet eine der Charakteristiken der Marke des Kunden aus sowie den Stil, den euer Logo widerspiegeln sollte.

Elegant
Fett
Spielerisch
Ernst
Traditionel
Modern
Sympatisch
Professionell
Feminin
Männlich
Bunt
Konservativ
Wirtschaftlich
Gehobenes

Anforderungen
Muss haben
  • a clean elegant design with the majority of the body being a chart or text as in a letter. use the colors of the logo - blues, grays blacks. Design must look good in outlook or on an iPhone.
  • There should be a space for text as the body, a disclaimer at the bottom and an address at the bottom.
Sollte nicht haben
  • Overly graphic. Highlight should be the chart (table) or text. Graphics should make the template look professional but not overly busy.

Dateien
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