Rebrand implementation checklist for financial services firms

From global powerhouses to middle-market players, financial services companies are pushing the boundaries of their existing business models to achieve growth. According to McKinsey’s report “The last pit stop? Time for bold late-cycle moves” (October 2019) smart strategies include investments in both inorganic and organic growth and a focus on improved customer experience.

Many financial service firms seem to be following this advice. BB&T/SunTrust and Charles Schwab are making M&A moves. BBVA, Santander, and HSBC all recently repositioned. Often these strategies lead to the need to rebrand all or part of the enterprise—and to implement this major change cost effectively and efficiently.

In this guide, you will learn:

-The key initiatives you need to budget for and where to seek funding.

-How to prioritize your implementation efforts.

-The importance of clear communication to align stakeholders.

You’ll also see a case study of a leading financial services firm’s rebrand implementation.

Country*
First Name*
Last Name*
Email*
Industry*
Company
Department / Job Role
Title
Would you like to learn more about our services?
Are you currently working with a branding agency?
How many employees does your company have worldwide?
Number of company locations worldwide
Are you looking for rebranding implementation help? Please select all that apply:
- Scoping the rebranding implementation
- Financial analysis/budgeting
- Project planning
- Vendor selection and management
- Rebranding implementation best practices
- Brand management platforms
- None of these
Have you recently been through a rebranding, or do you plan to initiate one in the next 12 months?
Have you been through a rebrand in your career?
Phone
Would you like to receive digital marketing insights in your inbox? We will send you one or two emails each month about our newest content, upcoming events, and new services.
- Sign me up!