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Invesco enhanced its financial literacy initiatives and promoted Invesco QQQ ETF through impactful digital content and educational resources. Newrite supported Invesco by producing engaging ads, social media content, motion graphics, and educational videos that simplified complex financial concepts for a broader audience. We also developed visually compelling eBooks, reports, and guides that reinforced Invesco’s commitment to financial education. By delivering 26 high-quality videos and over 200 creative assets, Newrite helped Invesco boost engagement while maintaining consistent messaging across platforms. With a seamless production process and scalable workflows, Invesco achieved significant cost savings of $670k-$700k, maximizing ROI while expanding its reach and influence in financial literacy.

Invesco

SERVICES

Ad, Social Media, Video Production, Motion Design, eBooks, Report & Guides

INDUSTRY

Financial Services

$700k
26
400+

cost savings

videos produced

assets produced

Ad, Social Media, Video Production and Motion Design

Brochure

An infographic from a financial firm outlining financial literacy in three phases: accumulating, protecting, and distributing wealth, with key tips for each stage for Newrite financial service industry case study page.
A financial literacy flyer by a financial firm highlighting stats on savings, income spending, and estate planning, encouraging clients to start money conversations for Newrite financial service industry case study page.

Customer education eBooks & Guides

A smiling family gathers around a laptop with a phone in hand, alongside bold text reading "Financial literacy" on a blue background for Newrite financial service industry case study page.
A table of contents slide from a financial firm's financial literacy program, outlining sections on accumulating, protecting, and distributing wealth for Newrite financial service case study page.
Slide showing reasons why people avoid talking about money with kids, spouses, and parents, featuring quotes and icons for each group for Newrite financial service industry case study page.
Slide illustrating family financial roles as an organization chart, with responsibilities for CEO emeriti, co-CEOs, and associates in family legacy planning for Newrite financial service industry case study page.
Slide on accumulating wealth, featuring a portrait of Leo Tolstoy and his quote about acquiring wealth versus limiting needs for financial well-being for Newrite financial service industry case study page.
Graphic comparing annual incomes using the Burj Khalifa’s floors, illustrating wealth disparity from world median to top earners like Mahomes, Ellison, and Zuckerberg for Newrite financial service industry case study page.
Infographic showing how financial cushion is calculated by dividing savings by monthly expenses, illustrating wealth as months of living without income for Newrite financial service industry case study page.
Bar chart showing average lifetime earnings by education level and icons representing lifelong learning from childhood to old age for Newrite financial service industry case study page.
Bar chart comparing investment outcomes by starting age; shows earlier investors earn significantly more by age 65 due to compounding over time for Newrite financial service industry case study page.
Line graph comparing 401(k) vs. taxable account growth from 1991 to 2023, showing greater returns for tax-deferred investments due to compounding and lower taxes for Newrite financial service industry case study page.
Slide titled “Deferring gratification” with a quote from Will Rogers about spending habits, alongside a black-and-white portrait of the humorist on a light blue background for Newrite financial service industry case study page.
Slide comparing “rich” celebrities with high lifetime earnings who went bankrupt to “wealthy” individuals with sustainable financial habits and conservative values for Newrite financial service industry case study page.
Infographic showing how small household expenses like coffee, fast food, and cable TV can add up to $18,000 annually, or 25% of average U.S. income for Newrite financial service industry case study page.
Chart comparing the cost of buying daily coffee ($2.95) vs. investing it, showing potential $177K return over 40 years with a 6% market return for Newrite financial service industry case study page.
Chart comparing opportunity cost of spending $100K on different car prices vs. investing the difference, showing potential gains up to $496K over 30+ years for Newrite financial service industry case study page.
Comparison of bad vs. better debt, showing credit card interest on a $1,000 TV vs. education's impact on income and unemployment by degree level for Newrite financial service industry case study page.
Breakdown of FICO credit score factors and how credit scores affect loan interest rates and total costs for home and car loans for Newrite financial service industry case study page.
Slide titled "Investment 101" with a photo of a person pointing to a bar chart on a tablet, representing basic investment concepts or education for Newrite financial service industry case study page.
Infographic titled “Investment 101: Our top investment rules” with 8 illustrated tips, including emergency fund, diversification, automation, and professional guidance for Newrite financial service industry case study page.
Infographic showing how to calculate emergency fund size by multiplying monthly expenses with 3.75, 6, or 12 months based on income stability and job security for Newrite financial service industry case study page.
Comparison of investment returns: CDs (0% real return), US Treasuries (1%), and US equities (6%), using $100K from 1999–2023 to illustrate growth outcomes for Newrite financial service industry case study page.
Chart showing how $100K grew across assets from 1979–2023; large-cap stocks reached $15.5M and outperformed bonds in most rolling return periods for Newrite financial service industry case study page.
Line chart comparing investment growth from 1983–2023, showing automated monthly contributions reached $1.79M vs. $1.29M for annual contributions for Newrite financial service industry case study page.
Bar chart showing that longer asset ownership increases chances of outperformance: 10-year periods beat 3-months for bonds, corporate bonds, and large-cap stocks for Newrite financial service industry case study page.
Bar chart showing S&P 500 market gains 12 and 18 months after peak redemptions, with average 1-year gain of 27.5% across six major downturns for Newrite financial service industry case study page.
Slide titled “The big decisions” with an image of concrete stairs turning upward in a circular frame, symbolizing progression or important life steps for Newrite financial service industry case study page.
Financial checklist for married couples with icons and tips on budgeting, updating documents, and planning for insurance, wills, and joint financial decisions for Newrite financial service industry case study page.
Financial checklist for new parents covering pre-delivery planning, hospital steps, first 30 days, and ongoing actions like insurance, budgeting, and savings for Newrite financial service industry case study page.
Comparison worksheet for evaluating the annual net cost of renting versus buying a home, including rent, interest, tax deductions, property tax, and maintenance for Newrite financial service industry case study page.
Side-by-side comparison of US home vs. stock market returns, showing average annual real returns of 1.1% for homes and 6.2% for equities over 60 years for Newrite financial service industry case study page.
Slide with the word “Protecting” and a diagram linking choice, means, freedom, and happiness, next to an image of Earth with illuminated city networks for Newrite financial service industry case study page.
Illustration of estate planning components as an umbrella protecting against life events like illness, early death, and long life, with a quote from Mahatma Gandhi for Newrite financial service industry case study page.
Comparison of insurable risks, showing to self-insure minor risks like glasses or pet insurance and insure major risks like life, health, property, and income for Newrite financial service industry case study page.
Person relaxing in a hammock under palm trees at sunset with the text "The retirement years," symbolizing peaceful and planned retirement for Newrite financial service industry case study page.
Line graph comparing retirement outcomes of $1M invested in 100% stocks, 100% bonds, and 50/50 mix over 35 years with a 6% annual withdrawal rate for Newrite financial service industry case study page.
Slide titled “Distributing” with the words Choice, Freedom, Means, and Happiness, and an image of an adult and child walking on a tennis court with rackets for Newrite financial service industry case study page.
Illustration of core family values with icons representing philanthropy, hard work, entrepreneurship, higher education, creativity, and frugality for Newrite financial service industry case study page.
Illustration of a safe containing icons representing family values and life milestones like education, career, health, charity, and recreation for Newrite financial service industry case study page.
Chart listing do's and don'ts for structuring inheritance, emphasizing self-sufficiency, goal-based giving, and avoiding overindulgence or poor planning for Newrite financial service industry case study page.
Slide listing financial index definitions, including the S&P 500, Bloomberg bond indexes, CPI, and Shiller Home Price Index, with a disclaimer on past performance for Newrite financial service industry case study page.
Disclosure slide outlining investment risks, limitations of financial firm data, tax advice disclaimers, and a reminder to consult financial professionals for Newrite financial service industry case study page.
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