Building Scalable Templates for First Trust’s CWS Communications
From internal email campaigns to executive reports and advisor proposals, I developed reusable templates that ensured consistency, scalability, and a clear design voice for Custom Wealth Solution’s (CWS) growing strategies.
Role
Senior Product Designer
Company
First Trust Portfolios
Timeframe
2024 — 2025
The Challenge
This team was new after acquisitions (Veriti + Gyroscope). Marketing had created some collateral, but there was no unified communication system.
New Team, New Needs
CWS required a unified voice across their communication channels.
Scaling Strategies
Templates had to support multiple evolving business strategies.
Path to Automation
Consistent UI was essential for handoff to development.
CWS needed communication systems that could scale from day one — templates built to handle growth, align teams, and prepare for automation.
Team
Tyler Otte
Developer
Claire Wagner
Developer
Matt Adomschick
Software Developer
Drew Baker
Senior Product Designer
Explore the CWS Communication Tools.
Dive into the email, report, and proposal templates that power CWS’ strategies.