Communication Design in Financial Marketing 
How Digital Visualization Elevates Web Design for Investment Brands

The rapid evolution of digital visualization has transformed web design into a versatile messaging medium for investment brands, underscoring the growing role of communication design in financial marketing

A hybrid mix of information-development and modern design framing, communications design is a specific realm of visualization focused on conveying key messaging and information in aesthetically pleasing, yet data-dense and impactful ways.

The ability to translate strategic communications into effective investment brand design is creating new digital experiences for audiences, and as a consequence, is becoming a critical aspect of brand marketing, with more and more agencies offering this specialization as a service.

It is the design vision and the goal of its messaging that lay within the responsibilities of a communication designer. 

If utilized effectively, financial marketing communication design can help your company grow its brand awareness, reach a greater audience, and visually empower your messaging strategy.

Communication Design in Financial Marketing and Investment Branding

In the finance and investment industries, effective communication design helps financial services firms, asset managers, advisors, and venture capitalists transform complex data, forecasts, and portfolios into clear, compelling brand stories. Doing so with the support of a visual brand design strategy has the potential to change perspectives and create deeper understanding by making the information easier to comprehend and more appealing to study.

Communication design is an essential tool for conveying information—whether at the client and investor level or at the broader brand level—by ensuring that important concepts are delivered with impact. Strong comms design can provide the following:

  1. Helps clarify your marketing message & value proposition
  2. Draws attention to your company through market differentiation
  3. Increases brand awareness by associating a specific visual style with your brand

Showcase vital company statistics dynamically

Making Communication Design Your Advantage

In an hyper competitive investment marketplace, compelling visuals and design can determine whether your firm gains traction or gets overlooked. A customized, interactive investment website tailored to your target audience not only captures attention but also deepens interest in what your firm has to offer. Adding interactive elements further engages visitors and increases the likelihood they’ll take action in your favor.

Developing an effective website presence and creating appealing and digestible marketing collateral, such as factsheets, are the two most prominent areas of focus when it comes to integrating communication design, both being the key aspects of telling the brand story and its value proposition.

MBC Strategic Portfolio: Buckingham Strategic Wealth's Rollercoaster of Investor EmotionsVisualize an investors emotional journey to create personal connections

Further, intuitive and interactive designs will help engage audiences and help them retain the information, and likely look more favorably on your company in the process. Such examples could include a step-by-step infographic that takes you through the mortgage-backed securities investment process to boost client confidence or adding an interactive retirement calculator / hypothetical returns chart to a financial planning website can provide memorability and create a value-add that web users (and potential clients) are always seeking from brands they interact with.

Clearly demonstrate performance metrics with color and interactivity

Viewing your financial brand through a communication design lens is also growing in urgency as younger generations are becoming increasingly interested in financial services and investing. They grew up in a digital environment and expect to see ideas and products expressed in visual ways, and the finance firms who capitalize on this type of marketing early will be rewarded by generations who have also proven to be fiercely loyal to their preferred brands.

Explore Communication Design in Finance

Now is the time to discover the massive upside that comes with effective visualization of key messaging. MBC helps clients utilize financial marketing communication design and fulfill their interests through comprehensive investment brand strategies that include visual expressions of objectives, services, and other things the clients want to convey.


To learn more, check out communication design in action in our portfolio or connect with us today.