Turning financial complexity into confident
digital engagement.
Industry: Asset Management / Financial Services
Agency: DDB San Francisco | Date: 2020
Role: Senior Digital Strategist
CHALLENGE: iShares needed to simplify complex ETF products for a digital audience while maintaining credibility and compliance. The goal was to increase engagement among modern investors and strengthen thought leadership in a crowded financial market.
APPROACH: Developed a tailored social media playbook translating financial data into digestible content. Built structured content pillars focused on education, market insights, and portfolio strategy. Integrated analytics dashboards to optimize posting cadence, creative formats, and performance tracking across LinkedIn and paid channels.
RESULTS: Increased overall social engagement by ~30%.
Improved campaign performance by ~20% through creative testing and audience segmentation.
Enhanced clarity and consistency across channels, strengthening iShares’ digital authority.
Learned how to translate complex financial products into compelling, audience-first content that drives measurable interaction.
MY PLAYBOOK BEHIND IT ALL
STRATEGIC FRAMEWORK BUILT TO CONVERT ATTENTION INTO ACTION
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