About the project
This explainer video was created for BMO to introduce AdviceDirect, an innovative online wealth management tool designed to empower customers with smarter, more informed investing. The goal was to clearly communicate how AdviceDirect offers a hybrid approach—combining self-directed investing with personalized support.
I crafted the visuals using Adobe After Effects and Photoshop to tell a clean, modern story that highlighted key features like trade impact analysis, unbiased recommendations, licensed advisor access, and continuous portfolio monitoring—all under a single low-fee model. The result was an informative and engaging video that made a complex financial product approachable and easy to understand.
Project results
The AdviceDirect video played a key role in BMO’s marketing strategy to promote the platform across digital channels and internal communications. It helped demystify a sophisticated financial product, driving customer awareness and confidence in the tool’s capabilities. The animation style and clear messaging supported BMO’s brand voice while enhancing customer engagement with their wealth management offerings.
