Finding the Elusive Perfect Marriage of Brand and Branch

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Finding the Elusive Perfect Marriage of Brand and Branch

Have you made the commitment that will transform your brand experiences and enhance performance?

Disconnected user experiences. Dated and unbranded spaces and advisory products. Missed sales opportunities. 

For all the cost and resources to run an effective branch network, why have so many financial institutions failed to evolve, align and improve the brand experience in their branches?

Hear how a $780 million California financial institution realigned and translated their visual brand messaging and experience across the organization to improve branch performance and staff engagement.

In this 40 minute webinar, you’ll learn from retail financial brand experts Savoy Brewster and Randy Schultz of Weber Marketing Group, along with Tina Estes, AVP Marketing at Ventura County Credit Union, on how to reinvigorate, align and improve your existing branches behind a solid brand identity and savvy merchandising program.

Tina Estes, AVP Marketing, Ventura County Credit Union

Tina Estes, AVP Marketing, Ventura County Credit Union

Randy Schultz, VP Marketing, Weber Marketing Group

Randy Schultz, VP Marketing, Weber Marketing Group

Savoy Brewster, Sr. Account Manager, Weber Marketing Group

Savoy Brewster, Sr. Account Manager, Weber Marketing Group

What you’re learn: 

  • How to build and align your visual brand identity and messaging with branch and digital experiences
  • How to get staff to embrace change and improvements in user engagement experiences and its results
  • An affordable and staged way to build brand consistency and key product messaging across all branches

Find out how this slice of life brand has lead to their growth and profitability since making the commitment to marrying brand and branch. 

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In Search of Your Organization's Soul

How a billion dollar financial institution is driving new growth with a focus on brand and culture.


When you grow your loan portfolio by 15% in six months, and raise your Net Promoter Score to 86%, you know people are starting to pay attention.

"We were struggling with growth and profitability. Little did we know at the time that our transformation would be connected to finding our brand's relevancy internally and with members." - Stu Ramsey, CEO, Pen Air Federal Credit Union

Join Pen Air Federal Credit Union's CEO, Stu Ramsey, and Director of Marketing, Pam Hatt, along with Randy Schultz, VP Marketing at Weber Marketing Group, to learn how this now thriving financial organization continues to build on its promise "to respect and value the trust you place in us."

Pen Air Federal Credit Union worked tirelessly to harness the power of their vision, brand and culture to help future-proof its relevancy for generations to come. In this 45-minute webinar, you'll learn how to:

  • Reignite passion in the workplace
  • Create dynamic omni-channel consumer experiences
  • Evolve your marketing with consistent key messages
  • Elevate your social reputation internally and externally
  • Connect it all to growth, goodwill and profitability
  • Bring 15 branches into the 21st century with a game changing brand wrap

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5 Keys to Building a High Performing 2020 Branch Strategy

How many branches will you need to win market share in 2020? What size and type of branch will you need? Which cash delivery technologies will best fit your markets and what are the risks of guessing wrong?

Sustaining high performance growth of costly brick and mortar branches in the future will require better data and sophisticated knowledge. With millions at stake, those insights and expertise are skills most financial institutions don’t have internally. While Realtors are a key part of finding great sites, your strategy must be laser-focused, data-driven and highly targeted long before you go looking for new locations.

In fact, you may be better off closing, moving, shrinking and changing many of your current branches. Most credit unions and banks were built on an antiquated model from an era of heavy teller transactions and 9am-4pm hours that is rapidly fading from reality.

To succeed, you’ll need critical geo-demographic research insights, market segmentation analysis and intelligent processes to monitor loan and deposit trends, market opportunities and competitive density.

Armed with great data, you can uncover defensible market segments, build game-changing branch strategies and begin to re-align your investments in boosting fast growing technologies from mobile and tablet to online banking and Apple Pay.

Ben Stangland, Principal / Strategist

Ben Stangland, Principal / Strategist

Mark Weber, CEO

Mark Weber, CEO

Weber Marketing Group’s CEO Mark Weber and Strategist and Principal Ben Stangland will provide vital strategic insights, a process for data analysis and tips for creating a winning formula for credit union and community bank branches.

You’ll learn: 

  • How can geo-demographic market analysis improve your future performance?
  • How many branches will you need in 2020?
  • Who is using branches today and what is the primary new role of branches?
  • Why is it critical to consider closing and moving low performing branches now?
  • Which markets embrace Smart ATMs, or video tellers over tellers?

 

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How to Drive Awareness and Profits with Effective Branch Messaging

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How to Drive Awareness and Profits with Effective Branch Messaging

Learn how effective messaging in today’s branch can shape behaviors and lead to retention, increased share of wallet, brand advocacy and many other benefits.

Your branch network represents a unique message distribution channel where you control the placement, the creative, the timing and the success measurement of your marketing program. You would be hard pressed to efficiently control these variables in any other advertising medium.

Weber Marketing Group’s John Mathes and Codigo’s Nick Isaacs provide practical insight, strategy and tips for a successful in-branch digital and environmental communications program.

They’ll be exploring:

  • Effective message placement hierarchy and strategy
  • Finding the balance of digital, paper-based, semi-permanent and environmental messages
  • Creating more compelling messaging and storytelling
  • Best practices in digital interactivity – screens, kiosks, tablets, videos
  • Digital deployment – multiple channels and screen configuration
  •  Goal setting for results

 

John Mathes, Weber Marketing Group

John Mathes, Weber Marketing Group

Nick Isaacs, Codigo

Nick Isaacs, Codigo

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Building a Distinctive Branch Model

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Building a Distinctive Branch Model

Using innovative design to brand user experiences

In early 2014, BECU, one of America’s largest credit unions at $12 billion, launched one of the most innovative new branch business models yet: an Advisory Hub that stands minutes from Microsoft headquarters, surrounded by Seattle’s mass affluent high-tech eastside community.

This new branch features electronic queuing software, teller-less cash delivery, tablet banking stations, curved ribbon walls of digital video, LED motion graphic light walls, advisory consumer and business banking, investments and mortgage lending, and a high level of hospitality.

Learn from the insights, strategy and process behind the success of this bold new branch business model - from BECU VP Marketing Stephen Black; Mark Weber, CEO of Weber Marketing Group; and Josh Streufert, Creative Director of Weber Marketing Group.

You’ll discover:

  • How creating a new Branch Business Model (and not just a new branch), led by a unique brand and compelling vision, can unify your customer experiences.
  • Why cross-functional team processes are critical to lead innovation and higher levels of collaboration.
  • How to decide which technologies are right for your market and audiences.
  • How to improve performance results—from NPS scores to deeper relationships, better staff engagement, and greater (or elevated) loan and investment performance.
  • Insights from other innovative branch models including Canada's Vancity and BlueShore Financial.

 

Stephen Black, VP Marketing, BECU

Stephen Black, VP Marketing, BECU

Mark Weber, CEO, Weber Marketing Group

Mark Weber, CEO, Weber Marketing Group

Josh Streufert, Creative Director, Weber Marketing Group

Josh Streufert, Creative Director, Weber Marketing Group

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Is Your Social Media Program Anti-Social?

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Is Your Social Media Program Anti-Social?

Why financial institutions need to make their social media more social (and how you can start today).

 

If you've been approaching your social media as just another media channel, it's time to shake up that thinking! From internal policies to audience-generated content, hear real-world ways to make your social media program more brand-relevant, higher performing, and more fun to manage. 

Charlotte Boutz and Kristiana Lockman will share practical tips for improving the quality of your social media efforts, in order to drive more meaningful relationships with your target audience and your staff. 

We'll explore: 

  • How to take a "social first" approach to your social media. 
  • How to empower every employee to contribute to your success. 
  • Internal policies that promote (or prevent) a social media-friendly culture. 
  • How to use social media to learn about what really matters to your target audience. 
  • Different content strategies for financial service brands.
  • When it's smart to pay for reach (and when it's not!).
  • How the rise of mobile means we need to think differently about social.
Kristiana Lockman, Senior Account Manager Weber Marketing Group

Kristiana Lockman, Senior Account Manager

Weber Marketing Group

Charlotte Boutz, Account Manager Weber Marketing Group  

Charlotte Boutz, Account Manager

Weber Marketing Group

 

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“Size doesn’t matter”: brand myth or fact?

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“Size doesn’t matter”: brand myth or fact?

5 things you must know about building a distinctive brand

Why do brands fail to deliver big results? Too often, when executive teams are not careful, brand building can drift away to the path of least resistance—resulting in an ineffective ‘try-to-be-everything-to-everyone-me-too’ brands. Building a distinctive brand that accelerates awareness and results requires boldness. No guts, no glory.

Join Karen McGaughey, VP of Client Services, as she shares critical insights on how to build a distinctive and high performing brand including: assessing your brand’s relevance in the market; uncovering brand distinction in a commoditized industry; increasing target audience appeal (especially among millennials).

You'll also hear from Kim Faucher, VP of Marketing at Trailhead, a small Oregon credit union whose rebranding project has literally revolutionized internal culture building and driven record growth results in less than one year. After more than seven years of no member growth, Trailhead has set new records for loan growth, web traffic, and net new members (especially millennial borrowers) after rebranding. Internal staff morale and performance is off the charts.

You’ll learn:

  • How to assess your brand's relevance
  • Secrets to uncovering your unique brand distinction
  • How to overcome branding obstacles and avoid pitfalls
  • What attracts and appeals to millennials and how to stand apart from other financial service providers
  • How personality and emotions drive brand distinction in commoditized industries like financial services
  •  How to ignite consumer engagement, increase customer retention and build brand loyalty that hits the bottom line

This webinar is for anyone in pursuit of a breakthrough brand that drives performance and truly sets you apart from your competition.

Karen McGaughey, VP of Client Services Weber Marketing Group

Karen McGaughey, VP of Client Services
Weber Marketing Group

Kim Faucher, VP of Marketing Trailhead Credit Union

Kim Faucher, VP of Marketing
Trailhead Credit Union

Trailhead

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Building Brands from the Inside Out

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Building Brands from the Inside Out

Playing to the strengths of your culture can turn every employee in your organization into a brand advocate to boost member experiences. Yet, many financial institutions overlook this opportunity to realign staff behaviors and beliefs to help deliver on a central brand promise. In this webinar, learn how to move your brand from something that is owned in the marketing department to a force that lives and breathes throughout your organization, expressed and delivered by employees and experienced by your customers.

Join Karen McGaughey, VP Client Services, and Brooke Coughlan, Brand Trainer, as they share insights into how to build a positive and well focused brand culture. They’ll show you how to use brand training to boost relationship building and enhance revenue opportunities and customer/member retention.

Also, hear from Stevette Santiago, SVP Strategy and Solution Group at HawaiiUSA FCU, about what it’s like to build a brand culture from top to bottom and realign your organization to better deliver on a central brand promise.

You’ll learn:

  • How shaping culture and actions influences your brand
  • How creating and promoting a strong culture takes your brand to a new level
  • Where brands and culture intersect to boost retention
  • The necessary ingredients to build a more positive brand culture and onboarding program
  • How personal storytelling builds deeper member connections
  • How Millennials can influence culture in the workplace (or not)
  • How to empower every employee to consistently live the brand
  • Why a shared tribal language creates value
  • Why employees struggle to recall, or live out core values 

This webinar is for anyone in pursuit of a brand culture that is owned by employees, reinforced by management, and supported by leadership.

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Winning the Name Game

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Winning the Name Game

How do you know if changing your name is the right strategy? What factors should drive the decision, should it stay or should it go? Does it have the equity you think it does? Who should your new financial name appeal to? Is it distinctive?

Learn from those who have:

Blown it — true stories of those who took the process lightly and failed.

Nailed it — true stories of those who have shown growth, profitability and increased wallet share.

Join Randy Schultz, Weber Marketing Group’s VP Marketing and financial industry insider for over 30 years, and researcher Dr. Neil Goldman, Goldman Consulting and Strategy as they help maneuver you through the maze of questions, roadblocks, and pitfalls that can help you win the Name Game 

This is part of an ongoing series of free webinars from Weber Marketing Group.

You'll learn how to evaluate the equity in your name:

  • A strategic decision — embrace or abandon • Research — the pitfalls of doing the wrong research
  • Defining your Return On Objective — is the growth and results you hear about from others who have renamed or rebranded fact, or fiction?
  • Collaboration — the right partner with a highly successful process: Trademarking. Transforming your brand. Engaging your staff and stakeholders. Connecting with the community. 

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5 ways to avoid a branding death spiral

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5 ways to avoid a branding death spiral

Learn How To Recognize The Signs And Pull Out Before The Crash.

No one thinks they'll ever get caught in a death spiral — where unforeseen conditions sneak up on you and lead to a catastrophic crash. But in financial branding, a death spiral can be avoided all together when you recognize the signs and adapt.

Join Mark Weber, CEO, and Josh Streufert, Creative Director, as they share practical tips for strengthening your financial brand and avoiding traps that can send your brand into a tailspin.

This webinar is for anyone who wants to keep their brand healthy and thriving for the long term.

You'll learn:

  • Why brands simply disappear (think Borders)
  • How to avoid being blindsided by a shifting market and disruptive models
  • How to adapt without losing sight of your goals
  • How to stay relevant and trigger even better performance with your brand for years to come

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Nine ways to evolve your branch model and improve performance

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Nine ways to evolve your branch model and improve performance

Retail banking leaders from Umpqua to ING, and Mango to Vancity, have successfully evolved their future branch models to adapt to a wave of new mobile and online technologies and competitive pressure on branches to perform and attract young generations of new consumers. Other FI’s are struggling to decide whether to add branches, enhance their network, or start closing doors. But few have figured out exactly what's working and what’s not. Or even where to start.

Mark Weber, one of North America’s leading prototype branded branch strategists, will lead you to new insights on creating a “disruptive” new branch model to set your brand completely apart, leverage new technologies and accelerate profitable growth.

You’ll learn emerging financial branch transformation trends in:

• Why you need a new business model, not a new branch design
• Using branch technology to link channel integration
• Why the shift from retail to hospitality
• Driving new revenue streams from profitable product staging
• What drives wallet share growth - and what doesn’t
• Standing apart on values, vision and commitment
• Localization can help - or hinder branch success
• Why you need brand differentiation
• What’s the perfect size branch of the future

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From Beer to Brand

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From Beer to Brand

What can craft breweries teach us about building a credit union brand? If you’re Colorado’s Elevations Credit Union, nestled in the Napa Valley of beer, the answer is, a lot. In this webinar, we’ll learn how Elevations and Weber Marketing Group tapped into the soul of the community to retool the Elevations brand and boost results.

This webinar was produced for MAC — The Marketing Association of Credit Unions — in December 2012.

It was presented jointly by Josh Streufert, Creative Director of Weber Marketing Group, and Todd Kern, Chief Marketing Officer of Elevations Credit Union in Boulder, Colorado.

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