Financial Services Rebranding


HOW you implement your rebrand is just as important as WHAT you implement

BrandActive is the world’s leading expert in the financial analysis, strategy, planning, and logistics of rebrand implementation for financial service companies. We bring a specialized team armed with best practices, benchmark data, deep analytics, and time-tested tools and methodologies to your rebrand implementation—ensuring that your brand change happens on time, on or below budget, and according to plan.

Talk to an financial industry rebrand expert

Our team helps you plan, analyze, strategize, and execute with precision and confidence. We bring options to the table that provide you with the information you need to make the best choices available to meet your rebranding objectives while remaining within your fiscal constraints and commercial realities. This allows you to achieve more, spend less, and build a better brand.

Our proven methodologies and industry-specific databases, together with our data-gathering technology, Survey Manager ExpressTM (SME), enables scalable, expedient, accurate and thorough data collection. The information captured is compared to benchmarking data in our REBRAND ANALYTICS ENGINETM (RAE) in order to validate costs. Our team uses this data to run and quantify multiple implementation scenarios and thoroughly evaluate the full range of transition scenarios that best drive the achievement of your business objectives.

It is our data-driven approach that facilitates smarter and more effective decision-making and sets the stage for substantial cost savings.

In addition, we develop the tools and reports that streamline your implementation and provide status summaries at a glance. Customized dashboards organize relevant information into clear and concise updates and progress reports, reflecting priorities and providing just-in-time information when and how you need it. This systemized and structured data enables you to remain in control of costs and timing and provides the key information you need to report to senior stakeholders with confidence.

Our rebrand implementation services include:

Scope and Assess

  • Definition of project parameters
  • Scenario Planning
  • Cost Estimation
  • Implementation strategy development

Plan and Roll-out

  • Detailed implementation planning
  • Development of specifications for all branded assets
  • Mobilization and leadership of key workgroups
  • Vendor management
  • Rebrand plan progress tracking, reporting and budget control

Maintain and Govern

  • Project closure and documentation
  • Brand governance framework

Snapshot of sample deliverables

Related Insights

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Get in touch to learn about our process

We were converting more affiliates in the first four months than we would normally onboard in two years—and that pace was only going to escalate. This required that we let go of a business-as-usual mind-set. By late March, the network had more than 27,000 agents and almost 700 offices in 33 states—exceeding our retention and revenue goals. While results like those are important, the ultimate value lay in the long-term, fruitful relationships with affiliates that a well-executed brand rollout brings.

Senior VP Network Services, Berkshire Hathaway