Overview
I designed and developed a video explaining Canella Financial Group's DREAM investment process.
Select the image to view the video.
Problem: Canella Financial Group uses a unique plan (DREAM) to achieve their client’s investment needs. Currently the website has only a brief summary of the process. Client wants a video explaining the DREAM process.
Solution: A short video describing the Canella Financial Group's proprietary discovery process - DREAM.
Tools: Camtasia, Snagit
Highlights: Closed captions, graphic images, narration, and animations
About the Project:
The DREAM investment process video was created to explain Canella Financial Group's proprietary discovery process - DREAM. First, I collaborated with the stakeholder to understand the desired outcome. After discussing different solutions, a short video explaining the DREAM process was agreed. A design document was created with an overview for the video. I wrote the voice over script and designed the storyboard which incorporated stakeholder feedback. Once approved, I recorded the voice over in Camtasia and developed the video using animations and appropriate images for the process. For the evaluation, the client will survey their customers for an understanding of the DREAM process.
Business Goal: Using the DREAM process, Canella Financial Group will develop a unique plan to achieve their client’s individual investment goals.
Select the images below to view the documents.
Design Document
Storyboard
