David Wallace RGD

Digital Email Marketing

Created emails for North America U.S./Canada in the Retail and Institutional markets using Salesforce Marketing Cloud/Content Builder to make sure every email created falls into a user-oriented email.

Contribute to conducting code reviews to ensure code quality was at the highest level possible and used Salesforce’s proprietary coding language, AMPscript, to help personalize emails, create cross-channel template layouts, and work with messaging functions on the Marketing Cloud platform.

Acquired the knowledge of coding to capture data on click rates to identify and track KPIs and other metrics to help improve lead generation and client engagement.

Fundamentals Email Marketing July 2016 to September 2020

Left: Fundamentals rebrand September 2018.
Middle: Fundamentals rebrand April 2020.
Right: Fundamentals rebrand September 2020.

Retail Email Marketing

Left: Rebrand emails.

Institutional Email Marketing

Left: Regular email. Right: Mobile email.

Infographics

Graphic visual representations of information, data, or knowledge intended to present information quickly and clearly for the advisors.

Infographics

Top: TLV and PSB. Bottom: EQL and Invesco Global Bond Fund.

Digital Monthly Fund Profiles, Series A and F

Project managed the automation of Canadian monthly fund profiles for both Series A and F, in English and French, and generated 356 PDFs on the 14th business day of each month, in conjunction with Global Distribution Services (GDS) staff.

It was common to have issues arise that needed resolution during each production cycle. Daily meetings were held to go over any change to the workflow process and staffing needs.

Kept the content log up-to-date with content changes, ensuring the fund profiles were delivered on time and error-free.

Download English Series F

Download French Series F

Digital Monthly Fund Profiles, Series A and F

Top left: Pages created by GDS English, Series A; French, Series A; English, Series F.
Bottom left: Pages created by GDS English, Series F; French, Series F; French, Series F.

Automation of Digital Fundamentals Magazine

In June 2014, the Global Distribution Services (GDS) project for Fundamentals, a monthly catalogue of fund performance figures, was officially approved.

Participated in the project charter and supplied valuable insights, identifying key data sources for the GDS team from the beginning to map out logistics; show/hide fragments in building the platform for the design, workflow, production process, data sources points and Excel files; and provided support and guidance on all other files.

Produced all documents in English and French and supply a print and web PDF for each document (over 700 PDFs). Signed off on the testing and went live in February 2016 for the digital issue. Saved 1.5 full-time-equivalent resources.

Download English Q2    Download French Q2

Download English Q4    Download French Q4

Automation of Digital Fundamentals Magazine,
July 2016 to January 2017

Top: Covers Q2, Q3 and Q4, 2016 Final edition. Printed quarterly.
Bottom: Inside monthly performance pages created by GDS.

Fundamentals Print Marketing Magazine

Oversaw the implementation of bringing Fundamentals in house. The magazine was printed monthly and distributed to approximately 13,000 English and 4,000 French financial advisors.

Worked closely with internal departments across the organization, as well as with external print vendors and translators, to help evolve the job driven by process and need for accuracy.

Was good at foreseeing issues that could arise, and checked all data and design layouts for inconsistencies. Collaborated with e-Services staff on the development of an automated batch coding system for creating stand-alone fund sheets from Fundamentals and uploaded over 300 PDFs to the company’s website and Salesforce. In the first year, we saved over $500,000 in costs by bringing the production of Fundamentals in house.

Download English 2008   Download French 2008

Download English 2011    Download French 2011

Fundamentals Print Marketing Magazine,
August 2008 to April 2016

Top left: August 2008 Cover, Invesco Trimark rebrand.
Middle: October 2011, Trimark’s 30th anniversary.
Right: June 2013, Invesco rebrand.
Bottom: Rebrand Trimark Invesco inside pages created in InDesign and printed monthly.

Fundamentals Print Marketing Magazine, Sidebar ads

Top: Sidebar ads on the table of contents.
Bottom: Table of contents with sidebar ad, created in InDesign and printed monthly.

Fundamentals Print Marketing Magazine,
Monthly Tax & Estate matters articles

Top: Tax & Estate matters articles.
Bottom: Inside Tax & Estate matters pages created in InDesign and printed monthly.

Fundamentals Print Marketing Magazine,
Building Better Portfolios articales

Top: Building Better Portfolios articales.
Bottom: Building Better Portfolios pages created in InDesign and printed monthly.

Fundamentals Print Marketing Magazine,
Economic Update articales

Top left: January 2014, Global upswing should boost Canadian economy.
Middle: July 2014, Economic review and outlook for 2014–15.
Right: July 2015, A rolling structural adjustment.
Bottom: January 2015, Canada: An annual review and outlook pages created in InDesign and printed biannually.

Fundamentals Print Marketing Magazine, Full page ads

Top left: PM-TV ad. Middle: Trimark Fund since inception ad. Right: The Invesco Canada blog ad.
Bottom: Full page PowerShares ad created in InDesign and printed monthly.

Fundamentals Print Marketing Magazine, Inserts

Top: Invesco Private Wealth insert created in InDesign and printed quarterly.
Bottom: Advice Matters insert created in InDesign and printed quarterly.

Invesco Canada Administrative Guide

Reviewed the company’s Administrative Guide to determine if there was a way to help minimize the impact of this job on the Marketing department. In the past, this job would use up over 300 hours of design resources every time it was updated, or $8,000 in outsourcing costs.

Did the analysis and determined that the guidebook could effectively be converted from InDesign into Microsoft Word using style sheets and blacklining so that e-back office staff could update the files easily and without diminishing the integrity of the job in English and French.

Set up and facilitated a training session for the e-back office users and external French translators. With an upgrade to the company’s website the guidebook’s content is now an HTML version for e-back offices.

Invesco Canada Administrative Guide

Top middle and right: 2008 Administrative Guide created in InDesign.
Bottom: 2009 Administrative Guide created in Word.

Automation of Annual Reports

In 2005, I played an active part in finding a solution to improve the accuracy of the financial reporting process, and to meet the more stringent timelines mandated by NI 81-106. GCOM was selected as the vendor to facilitate the improvements to this process. This project was initiated to implement GCOM’s Fund Suit application, which replaced the Excel spreadsheets that Fund Reporting staff had used for current and historical data for management reports of fund performance and financial statements. I participated actively in creating a transition plan and implementing the project. In 2007, after running a parallel run the graphic design studio staff were no longer needed to help produce such documents, which saved one full-time staff and four full-time freelancers.

Invesco Annual and Semi-annual Reports, Financial Statements FS

Top: Annual Cover, Financial Statements; Annual, Financial Statements inside pages.
Bottom: Semi-annual Cover, Management Report of Fund Performance; Semi-annual, Management Report of Fund Performance inside pages.

Annual and Semi-annual Reports

Developed a comprehensive calendar for use in determining resource requirements and deadlines for annual and semi-annual reports, thereby better managing deadlines and resources. Managed all aspects of the design of the reports, consistently delivering on expectations, no matter what the challenges were or obstacles that lay ahead.

Worked diligently with Marketing Services, Corporate Initiatives, IT and Finance staff to improve on processes. Worked with internal French translators and the French auditors from E&Y and PwC to keep all French files on track and on par with English.

Successfully recruited a team of temp designers who understood the process and workflow, so they could be called on when additional resources were needed.

Annual and Semi-annual Reports

Top: 2000 Annual Cover and inside pages created in Quark.
Bottom: 2001 Bilingual Covers and inside pages created in Quark.