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Shareworks by Morgan Stanley Campaign

Campaign, Visual Identity, Video, Digital, Social


Shareworks by Morgan Stanley was losing customers to a competitor named Carta. Our objective was to show Shareworks prospects who choose Carta that being allied with a major bank isn’t a flaw; its the very attribute that can help them address the challenges they face.


Associate Creative Director

Campaign Strategy

Oversight of Storyboards


The Challenge

To create series of custom articles and interactive pieces that focus on the main strengths of Shareworks. Our content series would need to begin with smaller executions that lead into larger ones launching throughout the year.  

The Visual Toolkit and Style Guide


Kicking Off the Campaign

The campaign was divided into several pillars that spoke to the benefits of Shareworks. This included a series of explainer videos and Q&A animatics for social that focused on tax and compliance.

The first social video shown below targets private companies. This video explains how an experienced 409 provider can allow your company to confidently comply with 409A valuation requirements and grow as a business.

Play Video

The initial video was followed by a series of Q&A social posts. The first post asks the question, "How can your company grant equity to remote employees". 

These posts utilized the visual toolkit influenced by the Shareworks brand. The visual toolkit was created specifically for this campaign and evolved the illustration library to include new animation techniques, visual devices, typography styles and iconography.

Sharework Carta Q&A Soc Post2_v2
Play Video

Long Form Article

The long-form article leveraged quotes and information from Shareworks subject matter experts to educate audiences about the most common questions when granting global equity. Micro Animations were used as part of the on-scroll experience to make the content more intriguing. An interactive world tour also allows the audience to understand challenges and solutions for offering equity compensation to international employees. 

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