After the Sale
Simplification, voice, and content for after the sale channels.
T3 was the primary content provider for HSBC Customer Experience in London. We worked carefully to refine and humanize brand voice and content at every customer-experience level across silos, including retail banking, credit cards, and insurance. From web copy to simplification of onboarding forms to welcome kits to customer scripts to email campaigns, we developed a friendly, jargon-free conversational voice—inviting moments between client and brand. Likewise, design was often made clutter free, intelligent, efficient. Design twists and turns were eliminated so, for instance, a user’s online time was not wasted.
The work was holistic. T3 developed high-level strategy, and we also revised, say, the tiniest bits of web copy like heads, subheads, help text, error messages, roll-over text, field text, label text, button text, calls to action, tabs, and more.
Financial Advisor & Investor Education
White papers and social media campaigns
The education arm of the Options Clearing Corporation, the OIC, recruited T3 to design and develop a series of custom white papers in an effort to create a fresh, new brand of content for their financial advisor clients and retail investors. By increasing awareness of the use of listed options as a viable strategy, financial advisors and retail investor are more likely to integrate them into their portfolio.
Print and digital magazine series
This online investment newsletter advisory service tasked T3 with creating a branded print and digital magazine for their mostly online clients to educate, promote thought leadership, and build brand awareness. The content was a mix of investing and trading strategies in the derivatives markets that encouraged greater trading activity and ultimately drive subscriptions and renewals to their newsletters.
How to thinkorswim
Creating college-level trading curriculum.
We were tasked with designing and developing a college trading course and manual for the TD Ameritrade U program. The curriculum, which is designed to teach young, aspiring investors how to trade, is now integrated into college and university finance curriculums across the county.