Edward Jones Client Email System

Edward Jones’ new distributed marketing e-mail system that will be used by the firm’s 22,000 financial advisors to communicate with +9 million clients. Before the redesign, advisors only had a static and rigid email system with a header and text. The new system offers much more flexibility, customization, and integration with client data.

I leveraged Figma to design a branded modular system with components, templates, imagery, and iconography. We worked on a cross-functional team of designers, copywriters, content strategists, and internal business partners. I presented the creative work in agile sprints for review, while partnering with a project manager to keep the work on schedule. Once each email was approved, I partnered with developers to integrate the assets into Salesforce for coding and distribution.