Clearwater Analytics has long been recognized as a global leader in investment reporting and analytics, serving some of the most prominent financial institutions in the U.S. and worldwide. In early 2024, the company began a series of strategic acquisitions and partnerships that significantly expanded its capabilities across the entire investment lifecycle.

As Clearwater evolved, the brand team, in partnership with an external agency, identified opportunities to elevate and modernize the brand system. Their goal was to better reflect the company’s expanded vision and the exceptional value and services it delivers to clients.

By early 2025, the acquisitions were complete, and the updated brand played a vital role in signaling Clearwater’s position in the market. No longer just a specialized analytics platform…

Clearwater is a complete, front-to-back, world class investment management solution.

 
 
 
 
 
 

Asset Management Display Ads

 
 

Social Media & Thought Leadership

Amplifying Industry Influence

Problem:
Clearwater’s social media lacked a clear voice, personalization, and failed to showcase internal experts, missing an opportunity to reinforce industry credibility and engagement.

Solution & Process:
I researched industry leaders and identified best practices to enhance our approach. While reviewing competitors, I found that they were successfully leveraging their talent to build trust and credibility, while our content did not. By incorporating employee headshots, quotes, statistics, and media logos, I created graphics that strengthened brand credibility and aligned with marketing goals. Collaborating with stakeholders, I developed visually compelling, high-value content to maximize reach and engagement.

Result:
This strategy increased impressions by 43% and clicks by 18%, demonstrating the power of expert-focused visuals and messaging. Additionally, a successful post also led to a new opportunity with a major investment firm, proving the real-world impact of this approach.

 
 
 

Corporate Swag & Illustration

 

Insurance Investors Outsourcing Report 2024

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Product Launch & Promotional

 

Clearwater Insights Report

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Senior Graphic Designer | 2023 – Present

The Challenge

Clearwater Analytics needed to elevate and maintain a consistent brand presence across global markets while supporting marketing, product, and sales teams with visually cohesive, strategic design solutions.

My Role

As Senior Graphic Designer, I led the creation and refinement of brand assets across digital and print, supporting campaigns, events, and product launches. I collaborated closely with cross-functional stakeholders to craft compelling visuals that conveyed complex data in a digestible ways.

Key Contributions

  • Brand Stewardship: Maintained and evolved the brand across internal and external touchpoints.

  • Campaign & Event Design: Developed creative for major industry events, including booth graphics, digital signage, and swag.

  • Sales Enablement: Designed high-impact collateral for prospect-specific pitches, helping to simplify technical narratives.

  • Product Visualization: Created detailed diagrams and product graphics that illustrated platform benefits and value propositions.

Impact

  • Created collateral and campaign assets that directly influenced $6.65M+ in pipeline opportunities and contributed to $7.7M in closed-won revenue in 2024.

  • Increased engagement across social platforms with a 43% boost in impressions and an 18% rise in clicks, driven by product-focused visuals and thought leadership graphics.

  • Helped align brand messaging across departments, improving collaboration and reinforcing Clearwater’s position as a market leader.