CLIENT: MainStay Funds
PROGRAM: Gen X Research Report (Forrester Research Study)
ROLE: Creative Direction & Design
INDUSTRY: Financial Services / Investment Management
SCOPE: Creative Direction | Data Visualization | Editorial Design | Print & Digital Production
GOAL: Translate Forrester research into clear, actionable insights to support sales conversations and investor understanding
PROGRAM: Gen X Research Report (Forrester Research Study)
ROLE: Creative Direction & Design
INDUSTRY: Financial Services / Investment Management
SCOPE: Creative Direction | Data Visualization | Editorial Design | Print & Digital Production
GOAL: Translate Forrester research into clear, actionable insights to support sales conversations and investor understanding
Organizations developing research and insights need clear ways to translate complex data into meaningful information that supports decision-making and sales conversations. Well-designed research reports help transform findings into accessible, actionable communication.
The MainStay Funds Gen X Research Report was developed from a Forrester research study focused on better understanding the Gen X generation and their relationship with investing, including the influence of their parents on financial decision-making. The report translated these insights into a structured visual narrative designed to support internal sales teams and improve client-facing conversations.
The design approach focused on organizing complex behavioral and financial data into a clear, engaging format that made insights easier to understand and apply. Through thoughtful layout, data visualization, and content structure, the report helped bridge the gap between research and real-world use.
Developed in collaboration with research partners, the publication supported both print and digital distribution.
The result is a research-driven communication tool that strengthens sales conversations, improves audience understanding, and reinforces the value of insight-led investment strategies
"Few GenXers are investing sufficiently - or aggressively enough -
to achieve their ambitious retirement goals"
to achieve their ambitious retirement goals"
Looking to turn research or data into clear, engaging communication?