ProNvest

Educational animation making complex investment concepts accessible and approachable

Whiteboard partnered with ProNvest to transform their 20-year expertise in retirement planning into an engaging animated story that would resonate with clients intimidated by investment complexity. Most people find retirement accounts, portfolio management, and investment terminology daunting—creating a significant barrier between ProNvest's valuable services and the clients who need them most. Our challenge was translating sophisticated financial knowledge into clear, approachable communication that would build confidence rather than confusion. Through thoughtful illustration and storytelling, we created an animated explainer that positioned ProNvest's team as trusted guides rather than intimidating experts. The visual approach used fresh, inviting design and an expanded color palette to make financial planning feel accessible and even inspiring. Every frame reinforced ProNvest's core message: they handle the complex analytical work so clients can focus on living their lives, confident their retirement planning is in capable hands. The result was a tool that helped ProNvest communicate their value proposition while reducing client anxiety about the investment process.