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- 1. client communications I N T E R A C T I V E 2007/2008 PORTFOLIO
- 2. PUBLIC SITES
- 3. PORTFOLIO ¬ Careers ¬ UKTAP 2008 ¬ AB Japan ¬ Bernstein Research ¬ RI CollegeBoundFund public sites 07 08
- 4. PORTFOLIO public sites 07 08 CAREERS The new Corporate Careers Site was developed with the goal of providing visitors with accurate and useful information about the firm and motivating prospective candidates to register in the firm’s new recruitment database. The website showcases the range of professional opportunities at the firm, as well as its history, culture and work environment. Employees from around the world participated in video interviews that are now posted on the site to communicate the firm’s expertise and global presence. The site also illustrates AllianceBernstein’s new commitment to strengthening its online identity and design. As the first public site to launch under the new branding effort, Careers sets the stage for a new model of web development and design for AllianceBernstein globally. URL: alliancebernstein.com/careers Launch Date: October 2007 Client:AllianceBernstein Human Resources
- 8. PORTFOLIO public sites 07 08 UK TAP 2008 The UK-based Technology Associate Programme (TAP) was in need of a college recruiting site to educate potential candidates about an exciting opportunity to join a two-year IT graduate train- ing program with AllianceBernstein. Coming just after the launch of AllianceBernstein Careers, the opportunity to develop the new UKTAP website lent itself easily to carrying over AB’s new modern online design. The result? An informative, brand consistent partner site for UK recruiting. URL alliancebernstein.com/uktap Launch Date: January 2008 Client:AllianceBernstein London / IT
- 10. PORTFOLIO public sites 07 08 ALLIANCEBERNSTEIN JAPAN The Alliance Bernstein Japan site was in need of a new site that would address the expansion of the company in the local market. The new site contains updated company information, improved access to products and services, as well as a clean, modern design that reflects both the AB brand and the aesthetics of the region. URL: alliancebernstein.co.jp Launch Date: September 2007 Client:AllianceBernstein Retail Marketing / Japan
- 14. PORTFOLIO public sites 07 08 BERNSTEIN RESEARCH The Bernstein Research web site is a searchable repository for all research available to sell-side clients. It distributes Morning calls, Weekly notes, White papers and White books, Black books, and high- lighted/featured research. The new website applies a minimalistic “less is more” approach to both its site architecture and visual form. The result is easier, more intuitive access to research pieces, better ways of highlighting featured Black books, and stronger alignment between event information and materials designed for the event. URL: bernsteinresearch.com Launch Date: January 2008 Client: Bernstein Research
- 16. PORTFOLIO public sites 07 08 RHODE ISLAND COLLEGEBOUNDFUND The rebranding of the AllianceBernstein CollegeBoundFund effectively improves on the overall ad- visor and client experience with the product. The new site design engages consumers with a strong emotional element by focusing on children engaged in learning. Through simple navigation, content highlights and structure, the site is organized to explain to Rhode Island residents the benefits of the CollegeBoundFund in a clear, concise manner, as well as provide much needed support and important information on the offices of the State Treasurer and the Rhode Island Higher Education Assistance Authority. URL: ri.collegeboundfund.com/ri Launch Date: December 2007 Client:AllianceBernstein Retail Marketing
- 17. PORTFOLIO public sites 07 08 RHODE ISLAND COLLEGEBOUNDFUND
- 18. PORTFOLIO public sites 07 08 RHODE ISLAND COLLEGEBOUNDFUND
- 19. PORTFOLIO public sites 07 08 RHODE ISLAND COLLEGEBOUNDFUND
- 20. INTERNAL SITES
- 21. PORTFOLIO 07 08 internal sites ¬ The Loop ¬ OnBoarding ¬ Travel ¬ Global Operations ¬ WorkForce Technology
- 22. PORTFOLIO 07 08 internal sites THE LOOP Completely redesigned and reorganized, our new corporate intranet site - the Loop - sets the stage for all online internal communications moving forward. With its clean modern design, the Loop makes locating resources and finding valuable company/staff information easier through improvements such as its clearer navigational structure, robust search functionality, and the new “At Work” menu, which on rollover allows users to view and navigate our entire online community of sites. Finally, the soul of the Loop - the message board - encourages interaction within the firm, promoting a corporate culture based on the exchange of ideas and information. URL: alliancebernstein.com/theloop Launch Date: February 2008 Client:AllianceBernstein Corporate
- 26. PORTFOLIO 07 08 internal sites ONBOARDING Designed specifically for new hires, the OnBoarding intranet site includes a convenient timeline of tasks that employees need to complete as part of the new hire process (e.g., benefits enrollment, tax documents, payroll forms, etc.) The site also includes an in-depth media library of videos of Alliance- Bernstein Senior Management, providing new employees with a window into the firm’s culture. Client:AllianceBernstein Human Resources
- 30. PORTFOLIO 07 08 internal sites TRAVEL The Travel intranet site takes the established template design of the Loop and applies a more consum- er-friendly approach to its editorial area. Through the use of simple iconography and a fresh color palette, employees can easily find important policy information, tools to book their trips, and a new feature called the “New Traveler Check List,” which provides new travelers with all of the informa- tion (forms, tools, etc.) they need to book their first business trip as an AllianceBernstein employee. Client:AllianceBernstein Travel Department / Strategic Sourcing
- 32. PORTFOLIO 07 08 internal sites GLOBAL OPERATIONS The Global Operations intranet site features individual department overviews, Professional Develop- ment resources including an e-Learning center for training, and new hire information that is specific to a Global Operations new hire. Client:AllianceBernstein Global Operations
- 36. PORTFOLIO 07 08 internal sites WORKFORCE TECHNOLOGY Through an intuitive, simple user interface, the Workforce Technology intranet site allows employees to review which IT training courses are offered to them. Employees can also find out what software is available, along with related tutorials and resources. Client:AllianceBernstein Information Technology
- 38. EVENT SITES & COMPONENTS
- 39. PORTFOLIO 07 08 event sites & components ¬ Century Club ¬ The Investment Professional Institute (IPI)
- 40. PORTFOLIO 07 08 event sites & components CENTURY CLUB Each year, AllianceBernstein Investments rewards its highest performing salespeople around the world with an honorary distinction called the Century Club. The centerpiece of this award is an annual group getaway to exotic and entertaining locales including Jamaica, Kauai, New York City and this year - Punta Mita, Mexico. The site was developed to build anticipation for the trip through informa- tion and photos about the location’s luxury amenities, culture and history. The sophisticated design and animation of the site underscores the quality and prestige of the event, increasing the Century Club’s value as an incentive for AllianceBernstein’s sales force. URL: seeuthere.com/event/m2c739-513675617432 Launch Date: January 2008 Client:AllianceBernstein Events
- 41. PORTFOLIO 07 08 event sites & components CENTURY CLUB
- 42. PORTFOLIO 07 08 event sites & components CENTURY CLUB
- 43. PORTFOLIO 07 08 event sites & components CENTURY CLUB
- 44. PORTFOLIO 07 08 IPI / EMAIL COMMUNICATIONS TEMPLATES The updated template design for IPI’s email communications features a region-specific graphic and specially selected color to distinguish and promote each of the three regions. By standardizing the look, color and functionality of the email, a consistent presentation is established that clearly pro- motes the AllianceBernstein brand and offers visual recognition for IPI. Launch Date: March 2008 Client:AllianceBernstein Retail / International event sites & components
- 45. PORTFOLIO 07 08 IPI EMAIL COMMUNICATIONS TEMPLATES event sites & components
- 46. NEWSLETTERS
- 47. PORTFOLIO 07 08 newsletters ¬ The Channel ¬ Financial Advisor Update ¬ Edwards Jones
- 48. PORTFOLIO 07 08 newsletters THE CHANNEL The Channel is an electronic newsletter emailed to a selected group of Hong Kong financial advisors, providing the latest AllianceBernstein news as well as various types of marketing materials that finan- cial advisors will find useful in communicating with their clients. It is the international counterpart to the US Retail newsletter, the Financial Advisor Update. Launch Date: February 2008 Client:AllianceBernstein Retail Marketing / Asia
- 50. PORTFOLIO 07 08 FINANCIAL ADVISOR UPDATE This electronic newsletter is emailed to over 30,000 financial professionals in the United States on a monthly basis, informing advisors on recent marketing materials and product news as well as provid- ing targeted contact information. Launch Date: Spring 2008 Client:AllianceBernstein Retail Marketing / US newsletters
- 52. PORTFOLIO 07 08 EDWARD JONES This electronic newsletter enables AllianceBernstein to communicate with a select group of Edward Jones professionals as part of a larger channel communication campaign. Launch Date: January 2008 Client:AllianceBernstein Retail Marketing / Channel newsletters
- 54. APPLICATIONS
- 55. PORTFOLIO 07 08 applications ¬ Private Client Web Tour ¬ SmartBlend IRA Wizard ¬ Retirement Calculator
- 56. PORTFOLIO 07 08 PRIVATE CLIENT WEB TOUR Bernstein’s Private Client Website (bernstein.com) is the client’s window into exactly what’s happen- ing with their portfolio. The site’s robust account access and management capabilities warranted an educational tool that could take clients through the variety of tools in a simple, step-by-step manner. Bernstein’s Private Client web tour is a narrated, user-controlled animation that provides both a big picture overview of the services offered, as well as a detailed guide to accessing account information such as client holdings, asset allocation, investment history, purchase and sales, capital additions & withdrawals, and much more. URL: bernstein.com Launch Date: July 2007 Client:AllianceBernstein Private Client applications
- 57. PORTFOLIO 07 08 PRIVATE CLIENT WEB TOUR applications
- 58. PORTFOLIO 07 08 SMARTBLEND IRA WIZARD In conjunction with the release of AB’s new SmartBlend IRA product, the online Wizard was devel- oped to allow advisors the option to complete the account application online as an alternative to the traditional (and often cumbersome) paper-based process. To open an account, advisors can fill out the information online and send the printed application to AB. A subsequent release scheduled for May 2008 will enable the electronic transmission of the application to our operations group in San Antonio. URL: alliancebernstein.com/investments/us Launch Date: July 2007 Client:AllianceBernstein Retail Wealth Planning Group applications
- 60. PORTFOLIO 07 08 RETIREMENT CALCULATOR As part of a major functional enhancement to this calculator, the opportunity arose to revisit the de- sign of the online tool. The redesign is clean and modern, with a consumer-friendly color palette, in line with our new design standards. The Wealth Planning Group plans to make a big splash with the release of the new version of the calculator in May. URL: alliancebernstein.com/investments/us Launch Date: May 2008 Client:AllianceBernstein Retail Wealth Planning Group applications
- 62. BRAINSTORMS
- 63. PORTFOLIO 07 08 brainstorms ¬ IPI Website ¬ IPI Multimedia Keynote Presentation ¬ AllianceBernstein Corporate Website
- 64. PORTFOLIO 07 08 brainstorms IPI WEBSITE An educational program like IPI deserves a website as inspiring and impactful as its events. The vision for the IPI website extends the lessons of building business through knowledge and sharing knowl- edge from the event to online. Through its innovative user-interface, which includes video, an interac- tive menu of IPI’s educational offerings, plus an interactive global calendar of events, the proposed online presence seamlessly integrates materials and information into a site that engages attendees long after the event is over.
- 66. PORTFOLIO 07 08 brainstorms IPI MULTIMEDIA PRESENTATION IPI is an AllianceBernstein educational program that shares best practices and investment knowledge with international advisors, distributors, clients (end-users) globally. The new IPI presentation builds on that awareness to create a truly global personality unique to IPI. It presents the IPI program as an educational resource to our advisor clients that is grounded in world-class research and real-world knowledge of local markets around the world. Actual interviews of IPI attendees, with translations of the voiceover and interview content into Portuguese, Spanish, Japanese and other languages from key markets will be integrated into the presentation. This would effectively communicate the impact of IPI on global distributors. These presentations are unique in the industry as they do not push product. Powered by a new cre- ative direction, they would further distinguish IPI as a forum developed to share knowledge. Keynote presentation software in combination with high-end design and animation would enrich the overall experience of the events, engage attendees and generate excitement about what can be learned.
- 67. PORTFOLIO 07 08 brainstorms IPI MULTIMEDIA PRESENTATION The Investment Professional Institute Concept: Sharing. Empowering. Scene 1 Scene 3Scene 2 Scene 4 Scene 5-8 Scene 9 Scene 10 Scene 11
- 68. PORTFOLIO 07 08 brainstorms ALLIANCEBERNSTEIN CORPORATE WEBSITE In readying ourselves to take on the corporate umbrella site - AllianceBernstein.com, the Client Com- munications online creative team undertook an exploratory exercise in tackling the project from several different angles. From a variety of messaging strategies and content structures, to dramatic variations of design and site architecture, inhibitions were thrown aside at this early stage to truly show that within the sophistication of our brand, anything is possible.