AXA Group, one of the largest financial services groups in the world, have two financial planning networks; AXA Financial Planning and Charter Financial Planning, with over 840 accredited financial advisers within the group. Given the task to create all the documentations the advisers require, Alicia designed these into four different sets to allow the advisers to chose the appropriate marketing material to best promote their business. One set was designed around the AXA brand, another around Charter, and then two generic ‘Your Brand’ sets. Each consisted of 18 documents. The advisers accessed the sets via an online site, selecting their preferred design set, entering the required details in the editable fields, uploading their logos and brand colours, and then the order was processed.

The AXA Financial Planning and Charter Financial Planning corporate colours are fixed in each of their design sets. The adviser can only add their logo and copy in the editable fields in these two sets. If the adviser wishes to market under their own company brand, they can choose either one of the generic brand sets and import their brand colours, logo and copy in the designated fields to produce a package more their own. A step-by-step presentation was also produced to assist the advisers while online generating their preferred design sets.