Every quarter since 2022
September 2022 to today Source: NDG client records
Aviso Wealth
Wealth management, Toronto
What we did
- Quarterly fact sheets
- English and French
- Compliance-ready production
- Animated and filmed video
- Production partner since 2022
(01) The task
The task
In May 2022 Aviso Wealth's talent team wrote to us through the contact form on this site: they wanted an agency with graphic design experience in wealth management to take production work off their in-house team.
The first job was the quarterly product update: about forty fund fact sheets in English and French, data arriving in Excel and Word, charts to be redrawn, print and digital files due inside a two-week window after quarter end.
Then the creative team started sending video: internal programs, advisor-facing pieces, an event screen, a product launch. Each one in Aviso's brand, several in both languages.
Aviso Wealth is a Canadian wealth-management company with several brands under one roof. Its marketing team has its own designers and a creative director; what it sends us is the production that would otherwise sit on their desks at the worst time of the quarter.
Two kinds of work come our way. The first is quarterly and predictable: fund fact sheets and portfolio reports, English and French, due in the two weeks after quarter end. The second is video, which arrives when the creative team has an idea and no capacity: an animated program piece, a filmed message from an executive, a loop for an event screen, a launch reel.
Both run the same way. A schedule agreed at the start, a storyboard or a proof before the full build, and every figure checked against the source before anyone at Aviso has to.
(02) The work
What we did
-
01
The quarterly cycle
Every quarter our art director rebuilds the fact sheets and portfolio reports for Aviso's brands from the previous quarter's templates: new figures, new charts, English and French, print and digital versions, delivered through Aviso's file exchange on the published schedule.
-
02
Checked before compliance sees it
Every number is cross-checked against the source spreadsheet before the files go out, French spacing and punctuation included. Aviso's compliance and translation teams review the finals; our job is to give them nothing to find.
-
03
Templates through a rebrand
When Aviso rebranded its fact sheets in 2024, we rebuilt and packaged the templates so the next quarter ran on the new design without a pause.
-
04
Animated video, twice over
An animated program video in English, then rebuilt from the ground up in French two years later: text, logos and timing re-animated rather than subtitled, because that is what the client asked for.
-
05
Shoots and edits
Two-camera shoots with a teleprompter at Aviso's Toronto office, edits of recorded sessions into chaptered pieces with French subtitle versions, and a looping event video in three of the group's brands, all reviewed frame by frame with Aviso's creative director.
-
06
Storyboard first
Larger pieces start with a workback schedule and a storyboard that Aviso approves before animation begins, so brand decisions are made on paper, not in the edit.
(03) The result
The result
Every quarter since 2022
- Aviso Wealth has sent us its quarterly production every quarter since September 2022, and its creative team keeps commissioning video: a repeat of a shoot a year later, a French edition of an existing piece, a new launch reel.
- One stream of the work ended in 2026 when Aviso moved those documents to an automated data feed. The rest continues.
“Thanks so much to you and Elena for all the work you've done on these over the years. We'll still be working together on quarterly updates and production for our other brands, so nothing changes there.”
Contact
If this sounds like your company, bring it to the call.
Or send a note.