Voya B2B Marketing Concepts

Concepts created for Voya to be included in pitches to potential clients. These concepts were meant to show the
potential clients what some materials and messaging could communicate about their 401K plans to their employers.

Voya B2B Marketing Concepts

Concepts created for Voya to be included in pitches to potential clients. These concepts were meant to show the
potential clients what some materials and messaging could communicate about their 401K plans to their employers.

Voya B2B Marketing Concepts

Concepts created for Voya to be included in pitches to potential clients. These concepts were meant to show the potential clients what some materials and messaging could communicate about their 401K plans to their employers.

Voya B2B
Marketing Concepts

Concepts created for Voya to be included in pitches to potential clients. These concepts were meant to show the potential clients what some materials and messaging could communicate about their 401K plans to their employers.

Client

Voya

Services

Services

Page Layout, Marketing Design, Email Design

Page Layout, Marketing Design, Email Design

Page Layout,
Marketing Design,
Email Design

Page Layout, Marketing Design,
Email Design

CIRCLE K

Circle K Poster
Circle K email

Align Voya’s objectives
with Circle K’s organizational culture

Improving enrollment in the company 401(k) plan, and engaging their workforce by adopting Circle K’s tone of
voice and brand values.

Align Voya’s objectives
with Circle K’s organizational culture

Improving enrollment
in the company 401(k) plan, and engaging their workforce by adopting Circle K’s tone of voice and brand values.

Align Voya’s objectives with
Circle K’s organizational culture

Improving enrollment in the company 401(k) plan, and engaging
their workforce by adopting Circle K’s tone of voice and brand values.

Align Voya’s objectives
with Circle K’s
organizational culture

Improving enrollment in the company 401(k) plan, and engaging their workforce by adopting Circle K’s tone of voice and brand values.

Speak to employees at
three distinct career stages

Newly Eligible Employees 

Speak to employees
at three distinct
career stages

Newly Eligible Employees 

Recently joined the company

Match-Eligible Employees

Over a year with the company

Long-Tenured Employees

Who have not yet enrolled

Circle K email phone mockup
CircleK_emails_Laptop2

Create messaging that broadly appeals to the three key groups

Although at different career milestones,
these groups share similar needs, beliefs,
and obstacles.

Create messaging that broadly
appeals to the
three key groups

Although at different career milestones, these groups share
similar needs, beliefs, and obstacles.

Create messaging that broadly
appeals to the three key groups

Although at different career milestones, these groups share
similar needs, beliefs, and obstacles.

Create messaging that broadly appeals to the
three key groups

Although at different career milestones,
these groups share similar needs, beliefs,
and obstacles.

INSIGHT 

Many Circle K employees may only be focused on their short-term financial needs. Saving for future needs, especially retirement expenses, can wait.

Many Circle K employees may
only be focused on their short-term financial needs. Saving for future needs, especially retirement expenses, can wait.

Many Circle K employees may only be focused on their short-term financial needs.
Saving for future needs, especially retirement expenses, can wait.

Message

The sooner, the better

WINSTEAD

Winstead Brochure Cover
Winstead_Email2_Laptop
Goal-oriented

Winstead employees tend to be goal-oriented high achievers. Though they may not be maxing out, they are making good use of their 401(k) plans.

Winstead employees tend to be goal-oriented high achievers. Though they
may not be maxing out, they are making good use of their 401(k) plans.

Winstead employees tend to be goal-oriented high achievers. Though they may not be
maxing out, they are making good use of
their 401(k) plans.

Tech savvy

No strangers to smart investing, this workforce is ready and willing to learning about our digital offerings.

No strangers to smart investing, this workforce is ready and
willing to learning about our
digital offerings.

No strangers to smart investing, this workforce is ready and willing to learning
about our digital offerings.

No strangers to smart investing, this workforce
is ready and willing to learning about our
digital offerings.

Career-minded

"Personal growth" is a core value at this organization-and many employees identify with it strongly.

"Personal growth" is a core value at this organization-and many employees
identify with it strongly.

"Personal growth" is a core value at this organization-and many employees identify
with it strongly.

Insight

Personal growth is a core value at Winstead—one that employees really relate to. They also understand the importance of growing their 401(k) investments.

Personal growth is a core value
at Winstead—one that employees really relate to. They also understand the importance of growing their 401(k) investments.

Personal growth is a core value at Winstead—one that employees really relate to.
They also understand the importance of growing their 401(k) investments.

Message

Redefining “personal growth”

Winstead_Email1_Laptop

McLEOD HEALTH

McLeod Brochure Cover
McLeod_Email1_Laptop
McLeod_Email2_Laptop

What (and when) you contribute

Emotional connection

What (and when)
you contribute

Emotional connection

What (and when)
you contribute

Emotional connection

What (and when)
you contribute

Emotional connection

Not necessarily drawn to financial planning,
it is important to resonate with McLeod Health employees on an emotional level. Appealing
to their roles as caring Difference Makers is a powerful way to get their attention.

Not necessarily drawn to financial
planning, it is important to resonate
with McLeod Health employees on an emotional level. Appealing to their roles
as caring Difference Makers is a powerful way to get their attention.

Not necessarily drawn to financial planning, it is important to resonate with McLeod Health employees on
an emotional level. Appealing to their roles as caring Difference Makers is a powerful way to get their attention.

Not necessarily drawn to financial planning, it is important to resonate with McLeod Health employees on an emotional level. Appealing to their roles as caring Difference Makers is a powerful way to get their attention.

Financial self-care

Accustomed to putting others first, many
McLeod health employees need to be
reminded about self-care—the connection between their 401(k) choices today and their financial wellness in retirement.

Accustomed to putting others first, many McLeod health employees need to be reminded about self-care—the connection between their 401(k) choices today and their financial wellness in retirement.

Accustomed to putting others first, many McLeod health employees need to be reminded about self-care—the connection between their 401(k) choices today and their financial wellness in retirement.

Seize the day

Too busy, or disengaged, to review their
401(k) savings rate on a regular basis,
we’d like to impress upon McLeod employees the importance of doing so today. With Rate Escalator, they can simply set it and forget it.

Too busy, or disengaged, to review their 401(k) savings rate on a regular basis, we’d like to impress upon McLeod employees the importance of doing so today. With Rate Escalator, they can simply set it and forget it.

Too busy, or disengaged, to review their 401(k) savings rate on a regular basis, we’d like to impress upon McLeod employees the importance of doing so today. With Rate Escalator, they can simply set it and forget it.

Insight

There is a chance that some employees
see the efforts of saving for the future
as not worth-taking.

There is a chance that some employees see the efforts of saving for the future as not worth-taking.

There is a chance that some employees see the efforts of saving for the future
as not worth-taking.

Message

Your contribution counts.

THE HANFORD SITE

HanfordSite_Poster
Insight

We believe that financial wellness should be easy, and on your terms; and that a healthy balance should be struck between living for today and planning for the future. 

Message

Retirement on your terms

HanfordSite_email2_Laptop
HanfordSite_emails_Laptop

FARM CREDIT FOUNDATIONS

Farm Credit Foundations Brochure Cover
FarmCredit_email1_Laptop
Insight

We assure customers than our focus on rural American helps us to understand their unique point of view, resulting in the singular goal of making their retirement plan a better one.

We assure customers than our focus on rural American helps us to understand
their unique point of view, resulting in
the singular goal of making their retirement plan a better one.

We assure customers than our focus on rural American helps us
to understand their unique point
of view, resulting in the singular goal of making their retirement plan a better one.

We assure customers than our focus on rural American helps us to understand their unique point of view, resulting in the singular goal of making their retirement plan
a better one.

Message

We share your point of view.

Farm Credit Foundations Email Mockup
©2023 Ryan Montgomery
All Rights Reserved
©2023 Ryan Montgomery
All Rights Reserved
©2023 Ryan Montgomery | All Rights Reserved