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Mattioli Woods PLC is a leading UK wealth management and employee benefits consultancy, providing pension administration, investment management, and financial planning services to individuals and corporate clients. The company specializes in helping clients build, grow, and protect their wealth through bespoke financial solutions.
As a publicly listed company on the London Stock Exchange, Mattioli Woods serves thousands of clients across the UK, combining technical expertise with personalized service. The firm also sponsors Leicester Tigers rugby club, demonstrating their commitment to supporting British sport and local communities.
Mattioli Woods faced a challenge common to growing professional services firms: their marketing team had become an accidental design department. With no dedicated in-house designer, the responsibility for creating all visual content—from social media graphics and flyers to brochures and merchandise—had fallen entirely on the marketing executives.
The team spent countless hours producing everything themselves using Canva. While adequate for simple tasks, this DIY approach created several critical issues:
When projects required professional polish—such as client-facing brochures—the team outsourced to a design agency. However, this created its own frustrations: management fees stacked onto every project made even simple work expensive, costs varied wildly depending on complexity, and each project felt like starting from scratch with no relationship continuity.
The marketing team also had specific operational challenges. Their monthly nine-page newsletter required 24-hour turnaround, demanding a reliable partner who could meet consistent deadlines. As a PLC, they needed a design solution that could scale with business demands while providing the predictable budgeting that finance teams require.
Mattioli Woods partners with Design Cloud on the Agency plan, gaining access to a dedicated UK-based graphic designer who handles everything from day-to-day social content to premium brochures and corporate materials.
The transition from Canva to professional design work was immediate and transformative. Instead of marketing executives spending hours struggling with design software, they now simply brief their dedicated designer and receive polished, professional work back within one business day for simple projects, with progressive updates for larger documents.
Design Cloud's dedicated designer model solved their consistency problem entirely. Unlike outsourcing each project to an agency where every brief starts from zero, Mattioli Woods works with the same designer who has learned their brand guidelines inside-out, understands their premium positioning in the wealth management space, and becomes progressively more efficient with each project.
The transparent, fixed-fee pricing eliminated the budget anxiety that accompanied traditional agencies. No more surprise management fees or variable project costs—just one predictable monthly payment that makes forecasting and budget management straightforward for their finance team. This predictability is particularly valuable for a PLC where financial planning and reporting require accuracy.
For time-sensitive work—like their monthly nine-page newsletter requiring 24-hour turnaround—the team has found a partner who can commit to reliable delivery schedules. With templated work, their designer quickly updates content and images, meeting tight deadlines that would have been impossible to manage consistently with Canva or agency workflows.
The flexibility to scale proves crucial for a PLC with fluctuating demands. During busy periods or major campaign launches, Mattioli Woods can temporarily add a second designer for just one month to handle the increased volume, then return to their baseline capacity afterward—providing enterprise-level resource flexibility without enterprise-level overhead.
Perhaps most importantly, Design Cloud has freed the marketing team to focus on what they do best: strategy, planning, and stakeholder management rather than pixel-pushing in design software. The time previously spent wrestling with Canva now goes toward higher-value activities that directly support business growth.
The centralized platform streamlines their workflow entirely. The team submits briefs, tracks progress, and provides feedback all in one place—eliminating the scattered email threads and lost attachments that plagued their previous agency relationship. Multiple team members can access the platform to submit work or check on project status, creating transparency across the department.
For a wealth management firm where brand perception directly impacts client trust and acquisition, having consistently professional creative materials across all touchpoints—from social media to client brochures to event signage—reinforces their position as a sophisticated, reliable partner for managing significant wealth.
