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Joining Forces
                  An identity presentation to
               transition First Savings Bank &
              Community First Bank as they join
                  together as one, new bank.


                    A brand-building and
                  image/identity proposal to
                  introduce the new bank’s
                    name and subsequent
                         advertising.


First Savings &
Community First
Banks




              Swain Marketing
                    Marketing Excellence
                    312 Exchange Avenue
                     Louisville, KY 40207
                        502.896.1073
                  anita.tyler@insightbb.com


                   Marketing Presentation
                        March 5, 2010
2

Swain Marketing is a marketing, advertising and public relations firm,
  now in its 26th year of business. While Swain Marketing has worked for all       Introduction
  kinds of clients, large and small, our strength is in creating image-building
  and identity campaigns, especially for financial clients. We have experience
  working with community banks, bank mergers and acquisitions, marketing
  new names, merging products, and developing awareness in a highly
  competitive and ever-changing banking landscape.

Our areas of expertise include brand-building, logo development, outside signage
    design, image development, advertising maintenance programs and award-
    winning creative.

Most importantly, we already understand bank marketing communications,
   product development, the importance of relationship building, retail, private
   and business-to-business banking. And we’ll put all of this strength and
   experience to work for you.

We’re familiar with your market areas. We have already worked in most of the
   markets your bank offices call home. We have a good understanding of who
   your customers are and who your employees are, so we can address their
   concerns about change most appropriately.




We have worked for these                                                                  Bank
financial and investment clients:                                                   Advertising
                                                                                     Experience
BAI, Bank Administration Institute (Chicago,IL)
Central Bank of Henry County, KY (now PBI)
Commonwealth Bank, Louisville, KY
Community First Bank, Corydon, IN
1st Independence Bank (now Main Source), KY & IN
Future Federal Savings Bank, Louisville, KY
Liberty National Bancorp, Inc. (now Chase)
      and its Kentucky and Indiana affiliate banks
Merrill Lynch, Louisville, KY
3

Anita Swain Tyler
Swain Marketing’s principal, Anita Swain Tyler, offers more bank marketing                   Your
   communications experience than any other agency owner in the region.                  Account
  “We help banks grow and succeed in a challenging economy through                   Service Team
   integrated marketing communications programs that capitalize on the best
   of traditional and new media, selecting the best media and giving our
   clients the most effective advertising program for their investment.”
                                                                                        Account
Anita’s strengths include marketing planning and consulting. Anita wrote                Manager
    the annual marketing/advertising plans for Liberty National Bancorp, Inc.
    affiliates. She offers excellent organizational and communication skills,
    copywriting and buttoned-up account service.

Your account will be one of our top priorities. It will be managed by an
    experienced advertising professional, not an assistant in training. Anita will
    be your account service manager and have daily contact with you. She will
    also direct or write copy for your advertising. Experienced, professional and
    focused, Anita will hit the ground running, working for your best interests.

Anita holds a M.A. in Marketing from Webster University and a B.A. in English
    Literature from Hanover College. Anita is an adjunct professor of advertising
    for University of Louisville.

Teresa Lark Heintzman                                                                    Graphic
Teresa brings over thirty years experience in graphic design to our team.               Designer
    Her career began in broadcast design at WAVE-TV and WHAS-TV as a
    courtroom artist, creating on-air animation and news graphics, TV premier
    campaign support materials, outdoor, events installations, set design to name
    a few. She is equally at home with logo design, book design, newspaper
    advertising, billboard design, give-away items or corporate annual reports.
    Her client list includes corporate, non-profit, retail/small businesses,
    institutional and educational organizations.

She brings technical expertise in computer production, photo-retouching and
    vender coordination as well as creative, classically powerful graphic design
    talent. She has a long and respected relationship with many area printers,
    suppliers, copywriters, marketing and public relations firms.

Teresa grew up in Jeffersonville on Blackiston Mill Road. She holds a B.F. A. in
    Printmaking from the University of Louisville.
4



Sharon Weiter                                                                           Web
Sharon has been offering comprehensive Internet design since 1995. She also        Designer
    offers expertise in online marketing and SEO (search engine optimization)
    strategies, animation, multi-media, and social media branding. She believes
    utilizing the online community to build brand awareness between client and
    customer is an essential part of today's marketing.

An admitted techno-junkie, Sharon stays current with technology and solutions to
    support traditional advertising. Sharon has earned design awards from
    Louisville Graphic Design Association (LGDA) and the International
    Association of Business Communicators (IABC). Sharon holds a B.A. from the
    University of Louisville. She calls Southern Indiana home.

Melissa Siegel                                                                        Media
Melissa brings a wealth of experience with Southern Indiana media to your          Director
   account. Currently, she works with Floyd Memorial Hospital and Bowles
   Mattress Company in Indiana. As the former Media Director for Sheehy &
   Associates, Melissa has planned and bought regional and local media for
   diverse accounts. Her background in media research and marketing
   complement her expertise in media planning and buying.

Melissa is a results-oriented team contributor with the ability to successfully
   manage multiple marketing projects and meet high expectations and
   deadlines.

Melissa has a B.A. in Communication from the University of Louisville.
5

What we will do for you.
                                                                                     Integrity
When you work with Swain Marketing, you’ve chosen to work with some of
   the best advertising professionals in the business.                                Passion

From traditional to high-tech advertising, our dynamic team will deliver over      Dedication
    and above what we promised.
    Every time. On time. And on budget.                                             Reliability

From marketing to media, your account will receive top priority service,            Flexibility
    attention to detail, and quick turn-around.

When you work with Swain Marketing, you won’t have to fill out large stacks
   of forms to make small ad changes or hassle with a big agency agenda.

We know bank marketing communication, we understand the business of
   banking, and we know the markets in which your offices are located.
   In fact, we’ve already worked in quite a few of them. We’ll put our
   experience to work for you.

We’re ready when you are. So let’s get started.
                                                                                 The Situation
The situation
⁄ At the end of last year, First Savings Bank (FSB) of Clarksville, Indiana
  purchased Community First Bank (CFB) of Corydon, Indiana.
⁄ FSB currently has offices in five counties: Clark, Crawford, Floyd, Harrison
  and Washington, Indiana.
⁄ CFB currently has offices in Corydon, English, Leavenworth, Marengo,
  Milltown and Salem, Indiana. CFB is doing business with existing advertising
  that says, “a division of First Savings Bank” on it.
⁄ Together, the size of the banks will be $500,000,000 in assets—the largest,
  locally owned community bank in the state of Indiana, solely focused on the
  needs of Southern Indiana. Together, there are 14 offices and 14 ATMs.
⁄ The banks have selected a new operations system and plan to be on board
  with that system, effective August 2010.
⁄ The banks have decided to select a new name when they become one bank
  and will work with their advertising agency to choose it.
⁄ Right now, customers must bank at their existing bank, but have free use of
  ATMs at both banks.
6

⁄ Lending decisions will remain local.
⁄ The banks will choose an agency to develop advertising during their transition       Advertising
  and to launch the new name of the bank.                                               Objectives
⁄ First Savings Bank and Community First Bank are committed to making a
  seamless transition to become one bank, effective in the first quarter of 2011.
  This includes making a commitment to a professionally produced advertising
  campaign that will run during the banks’ transition, a launch campaign to
  announce the new name, and maintenance advertising, thereafter.
⁄ The banks have requested we put together a proposal that includes how we
  can lead them through this process via a streamlined advertising process.




Existing Customers & Prospects                                                         Advertising
We recommend that you communicate regularly with your customers during the                Targets
   transition and afterwards. This is especially important during the first 12 to 18
   months as a new bank with a new name.

Your Employees
We recommend that you communicate with your employees once per month so
   they feel confident about their own roles at the bank, and equally confident
   addressing customers’ questions.

Business Accounts
We recommend that you advertise to your business clients so they feel confident
   that their banking relationship with you will remain strong.

Community Relations Organizations/Clients
We also recommend you address the community-related organizations that you
   are working with now. While you are merging together as one larger
   bank, you are still communicating your committed to their organizations.
7

What we should expect as the banks transition.
                                                                                       Challenges
With change comes uncertainty.
When it comes to banking, people don't want to change, and switching banks is
   also a pain. So, we want to offer them something better, a wider array of
   services, local lending decisions by people they've come to know and trust.
   We also want our advertising to help minimize account issues, such as
   checking account numbers, ATM cards, online banking, and direct deposit.

Big bank distrust is an economic reality.
For some customers, change is uncomfortable. We want our advertising to reduce
     potential fears, suggesting good things about the changes; and yet they will
     continue to enjoy the same personal service from the same people they
     already know. Now, they are a part of one of the best-run banks in the country.

There will be plenty of speculation.
We will provide honest information and current updates from senior management
   via press releases, electronic and printed communication and advertising.

Employee concerns.
Employee meetings, electronic updates, and training will empower employees
   to confidently answer customer questions and feel secure about their
   own jobs.

Corporate clients and organizations get anxious.
Bank officers and senior banking officials will talk with corporate customers
   personally, via electronic and printed pieces, and in our advertising to assure
   them we still take their business personally.
8

Marketing Strategy Timetable {Approximately 1year}
                                                                                    Timetable

⁄ Transitional Campaign Phase One                                                   Apr – Sep
  (Comfort, Reassurance, Informational)                                                2010
  The purpose of our transitional advertising is to make customers feel
  comfortable with the bank merger process and to keep them informed of its
  progress and how that affects them. We want existing customers to be
  aware of the advantages the new bank will have to offer them and to feel like
  they are part of a great change.

⁄ Transitional Campaign Phase Two                                                   Sep – Nov
  (We’re now one operation.)                                                            2010
  Announce that customers can bank at all locations of FSB & CFB and what
  the benefits are now that the systems are one.

⁄ Hiatus                                                                          Nov 2010 –
  (Off-air)                                                                        Feb 2011
  Outside signage can go up in the fall, with banner coverings over the new
  logo. We’ll show FSB & CFB names, until new name is officially announced.

⁄ Official Launch Campaign Phase Three                                              Feb – Apr
  (We’re one bank and here’s who we are.)                                              2011
  Announcement of official bank name change and roll out of new logo, new
  look, new materials, along with a customer/prospect promotion in April, 2011.

⁄ Ongoing Maintenance Advertising – TBD                                           Maintenance
                                                                                         TBD
9

Transitional Campaign Phase One & Two Projects
                                                                                     Transitional
Bank Nomenclature                                                                       Campaign
Creative consulting, recommendations, client input, final selection.                    Projects

Logo Design
Designing of three logo treatments, client approval of final selection, refinement
    and expanded use alternatives.
Transitional Logo Treatment (Dual CFB&FSB logos “soon to be” NEWBANK Logo).

Print
Logo Spec Guide
    We’ll establish your official graphic elements and treatment of new logo,
    and establish graphic treatment of transitional dual CFB&FSB logo.
Transitional Newspaper Ads
    Courier-Journal, Indiana Edition, 4-color, full page
    Local communities’ papers—All markets, b/w, small to medium format.
Transitional Magazine Ads
    Southern Indiana Magazine, 4-color, full page
Transitional Statement Stuffers/Drive-thru Window Handouts/Literature Rack Fill
    Keep existing customers up-to-date with announcements of upcoming
    changes to banks’ online or face-to-face banking experiences.
    Small format, 4-color print materials.

Outdoor
Transitional Condition (Dual CFB&FSB logos “soon to be” NEWBANK Logo)
Environmental Temporary Banners—Drive-thru, Stand alone, Building inside/out

Web
Transitional Front Page with news updates for both online banking sites
    (Could be scrolling banner, link, etc.) several versions to build upon the
    progress of the brand merger.
Transitional ATM Display Screen—Two sets of periodic messages.
    Limited interactivity.
Professional emailings to existing customers
Consider Social Networking—Blog, LinkedIn, etc.

Employee Materials
Intra email updates/announcements/events
10

Official Launch Event Campaign Projects
                                                                                     Launch Event
Press Release                                                                            Campaign
Announcing new merged banks, background information and new name.                        Projects
Print
Launch New Name/Logo/Look Newspaper Ads.
    Courier-Journal, Indiana Edition, 4-color, full page.
    Local communities’ papers—All markets, b/w, full page.
Transitional Magazine Ads
    Southern Indiana Magazine, 4-color, full page
Transitional Statement Stuffers/Drive-thru Window Handouts/Literature Rack Fill
    Announcing new name/logo, watch for festivity/events, etc.
    Small format, 4-color print materials
Outdoor
Launch Campaign Billboards (Announcing new name, new logo, new look)
Environmental Temporary Banners—Drive-thru, Stand alone, Building inside/out
Web
New Website Design and coordinating implementation of it with the existing
    website development / hosting company.
Launch ATM Display (Master front page, permanent)
Signage
Branch Building Branding Guide—Photoshop fabricated image of each existing
    facility with new signage in place for sign company production.
Building Signage & Way Finding/Directional Signage/ATM/Gas Stations/Grocery
    Stores. (Paper banner covering until February of 2011.)
Biz-to-Biz & Community Partners Materials
Business-size introductory brochure, pocket folder of new bank, new capabilities,
    lending strengths, etc. for senior banking officers making personal
    calls to use as a leave-behind. Professional emailings and updates.
Premiums
    Promotional items such as pens, pencils, balloons, magnets, little banks, etc.
    Higher-end premiums such as logo portfolios for corporate clients.
On Day One
    Logo shirts on all employees/consistent colors.
    Signs unveiled.
    Hours, new logos on doors, drive-thrus, etc.
    Internet switched over to new system.
    (Customers will still see their banks’ old name – de-emphasized – on the web
    site, but after 30 days, it will be gone from the site.)
11

Social Media Marketing (SMM)
                                                                                      Social Media
Social Media Marketing will attract and help you understand and respond to               Marketing
    your target audience and prospective customers. It can be a cost-efficient         Information
    addition to our traditional media recommendations. In today’s competitive
    environment, it can be beneficial, especially in building relationships and in
    tracking online conversations about the bank as it becomes a new “brand.”

The benefits of Social Media Marketing are bi-directional: That means you can
    get your messages and business image out there. You can instantly post
    news or events. You also get to know instantly what the reaction is to your
    posts, how your messages are received. It’s important to encourage online
    dialogue and actively listen and respond to your audience. This will need to
    be handled daily and internally at the bank, in order to remain timely.

Here’s a summary of how SMM can work for you:
Your online audience will generate hits on your website and with the right
    message there, online visits to the bank, as well. We can also track traffic to
    your social media efforts, conversations, repeat viewers and existing
    customers. These tracking tools can be vital to gathering the best possible
    (and up-to-the-minute) information relative to your bank during the transition
    phase of our campaign.

The key is to get as many contacts as possible in your network and respond to
    them in a timely manner. This can be in the form of a fans page like on
    Facebook or LinkedIn. Networks like LinkedIn can add a credible, cost-
    efficient marketing component, especially with business-to-business clients
    or prospects.

There are many ways to build an online image for the bank. We would be happy
    to develop a specific approach to complement our other media
    recommendations.
12

Recommended Media Mix
                                                                                                   Media
⁄ Outdoor Billboards                                                                     Recommendations
  Outdoor posters around bank locations
  CBS Outdoor, Lamar Outdoor
  AVG $3,500/month April 2010 – March 2011 = $42,000
  (can change monthly/can cancel for hiatus months to prolong campaign till June 2011)


⁄ Print
  Courier Journal, Southern Indiana Zones
  Tribune/Evening News, New Albany
  Green Banner Publications, including
      Banner Gazette
      Washington County
      Charlestown Leader
      Scott County Journal
      Salem Democrat/Leader
      Corydon Clarion/Democrat
  AVG $5,000/month April 2010 – March 2011 = $60,000
  (can change monthly/can cancel for hiatus months to prolong campaign till June 2011)


⁄ Additional Publications
     Business First
     Southern Indiana Living Magazine
  Occasional placements throughout campaigns to total no more than $10,000

⁄ Radio
  Traffic Radio – Metro Networks, Total Traffic
  AVG $2,000/month August 2010 – July 2011 = $24,000

⁄ Insight Cable TV
  Southern Indiana Zones
  AVG $2,000/month August 2010 – July 2011 = $24,000

⁄ New Media Opportunities
  Social Media, Search Engine Optimization
13

Proposed Media Placement Budget
                                                                                                 Media Budget

⁄ Transitional Campaign Phase One
  April 2010 – September 2010
  Totals: $85,000

⁄ Transitional Campaign Phase Two
  September 2010 – November 2010
  Totals: $27,000

⁄ Hiatus
  November 2010-February 2011
  Saving funds during peak shopping times of the year; helps promote length of your campaign


⁄ Official Launch Campaign Phase Three
  February 2011 – August 2011
  Totals: $62,500



Proposed Total media Budget                                                 $150,000 – 175,000
14

Transitional Campaign Phase One & Two Projects
                                                                                                             Transitional
                                                Estimated Time Frame               Estimated Cost Range
                                                                                                                  Phases
Bank Nomenclature                        2 weeks                 $2,000 – 5,000
Logo Design                              4 weeks                   5,000 – 7,000                               Time/Cost
Print                                                                                                           Estimate
Logo Spec Guide                          1 week                    2,000 – 4,000
Transitional Newspaper Ads
     Campaign Master Samples             2 weeks                   4,000 – 6,000
     Community Ads                       1 day               Each 1,000 – 2,000
Transitional Magazine Ads                1 week              Each 1,000 – 2,000
Transitional Statement Stuffers/Drive-thru Window Handouts/Literature Rack Fill
                                         2 week              Each 2,000 – 4,000
Outdoor
Transitional Condition                   2 weeks                   5,000 – 7,000
Web
Transitional Front Page                  1 week                              2,000
Transitional ATM Display                 1 week                              1,500
Professional Emailings                   1 weeks                  Each 500 – 650
List Management for client base XLS or CSV file      Per New Mailing 600 – 1,200
Reporting Emailing stats                                              Per List 300
    Provides reports in pdf format showing recipient results, opened , bounced, bad email addresses.
Social Media Strategy                TBD                                                               TBD
Employee Materials
Intra email update/announcements/events
Newspaper, web,
Miscellaneous                                                                                          TBD

Creative Development for Transitional Campaign
                                        $40,000 – 50,000
      Photography, printing, sign manufacturing, billboard manufacturing and mileage not included.
15

Official Launch Event Campaign Projects
                                                                                                         Launch Event
                                              Estimated Time Frame                Estimated Cost Range
                                                                                                                Phase
Launch Press Release                  1 week                Each $500 – 1,000
Print
Stationary Package                    2 weeks                   1,500 – 2,500                               Time/Cost
Launch New Name/Logo Newspaper Ads                                                                           Estimate
    Campaign Master Samples           2 weeks                   4,000 – 6,000
    Community Ads                     1 day                Each 1,000 – 2,000
Transitional Magazine Ads             1 week               Each 1,000 – 2,000
Launch Statement Stuffers/Drive-thru Window Handouts/Literature Rack Fill
                                      2 week               Each 2,000 – 4,000
Outdoor
Launch New Campaign                   2 weeks                   5,000 – 7,000
Web
Launch New Front Page                 1 week
Launch New ATM Display                1 week
Signage
Building Signage Branding guide       3 weeks                  6,000 – 10,000
            (Shows outside signage & placement recommendations for each bank office.)
Building Signage                     3 days  Each 1,000 –2,000
Biz-to-Biz & Community Partners Materials
Business Brochure/Pocket Folder      2 weeks     4,000 – 5,000
Professional Emailings               1 weeks         Each 1,200
Premiums                             1 week           Each TBD
Employee Materials
Intra email update/announcements/events                Each TBD
Day One Events                       TBD                    TBD
Miscellaneous                                   5,000 – 10,000

Creative Production for Launch                                                   $40,000 – 50,000

Total Estimated Marketing Budget                                             $230,000 – 275,000
     Photography, printing, sign manufacturing, billboard manufacturing and mileage not included.
16



                       Portfolio




               Community
               First Bank
               Billboards
               Buttons
               Stuffers
               Ad Campaigns
               Logo Design
               Signage
               Banners
               Etc.




First
Independence
Bank
B/W Ad
17



                     Portfolio




Coalition
for the
Homeless
Logo Design
Pocket Folder
Brochures
Stationary Package
18



                                           Portfolio




Passport Advantage
Health Insurance
Full Color Ad Campaign
Power Point Presentation
Membership Card

               Center College
               Book
               Dust Jacket
               History of Centre College
               280 page/450 images
               Published 2009
19



                            Century                          Portfolio
                            Mortgage
                            Louisville
                            www.centurymortgagecompany.com




            Hance &
       Srinivasan
Personal Injury Law Firm
          www.hslawky.com




                                    2trg
                                    Recycling e-waste
                                    www.2trg.com

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Swain Bank Proposal Copy

  • 1. Joining Forces An identity presentation to transition First Savings Bank & Community First Bank as they join together as one, new bank. A brand-building and image/identity proposal to introduce the new bank’s name and subsequent advertising. First Savings & Community First Banks Swain Marketing Marketing Excellence 312 Exchange Avenue Louisville, KY 40207 502.896.1073 anita.tyler@insightbb.com Marketing Presentation March 5, 2010
  • 2. 2 Swain Marketing is a marketing, advertising and public relations firm, now in its 26th year of business. While Swain Marketing has worked for all Introduction kinds of clients, large and small, our strength is in creating image-building and identity campaigns, especially for financial clients. We have experience working with community banks, bank mergers and acquisitions, marketing new names, merging products, and developing awareness in a highly competitive and ever-changing banking landscape. Our areas of expertise include brand-building, logo development, outside signage design, image development, advertising maintenance programs and award- winning creative. Most importantly, we already understand bank marketing communications, product development, the importance of relationship building, retail, private and business-to-business banking. And we’ll put all of this strength and experience to work for you. We’re familiar with your market areas. We have already worked in most of the markets your bank offices call home. We have a good understanding of who your customers are and who your employees are, so we can address their concerns about change most appropriately. We have worked for these Bank financial and investment clients: Advertising Experience BAI, Bank Administration Institute (Chicago,IL) Central Bank of Henry County, KY (now PBI) Commonwealth Bank, Louisville, KY Community First Bank, Corydon, IN 1st Independence Bank (now Main Source), KY & IN Future Federal Savings Bank, Louisville, KY Liberty National Bancorp, Inc. (now Chase) and its Kentucky and Indiana affiliate banks Merrill Lynch, Louisville, KY
  • 3. 3 Anita Swain Tyler Swain Marketing’s principal, Anita Swain Tyler, offers more bank marketing Your communications experience than any other agency owner in the region. Account “We help banks grow and succeed in a challenging economy through Service Team integrated marketing communications programs that capitalize on the best of traditional and new media, selecting the best media and giving our clients the most effective advertising program for their investment.” Account Anita’s strengths include marketing planning and consulting. Anita wrote Manager the annual marketing/advertising plans for Liberty National Bancorp, Inc. affiliates. She offers excellent organizational and communication skills, copywriting and buttoned-up account service. Your account will be one of our top priorities. It will be managed by an experienced advertising professional, not an assistant in training. Anita will be your account service manager and have daily contact with you. She will also direct or write copy for your advertising. Experienced, professional and focused, Anita will hit the ground running, working for your best interests. Anita holds a M.A. in Marketing from Webster University and a B.A. in English Literature from Hanover College. Anita is an adjunct professor of advertising for University of Louisville. Teresa Lark Heintzman Graphic Teresa brings over thirty years experience in graphic design to our team. Designer Her career began in broadcast design at WAVE-TV and WHAS-TV as a courtroom artist, creating on-air animation and news graphics, TV premier campaign support materials, outdoor, events installations, set design to name a few. She is equally at home with logo design, book design, newspaper advertising, billboard design, give-away items or corporate annual reports. Her client list includes corporate, non-profit, retail/small businesses, institutional and educational organizations. She brings technical expertise in computer production, photo-retouching and vender coordination as well as creative, classically powerful graphic design talent. She has a long and respected relationship with many area printers, suppliers, copywriters, marketing and public relations firms. Teresa grew up in Jeffersonville on Blackiston Mill Road. She holds a B.F. A. in Printmaking from the University of Louisville.
  • 4. 4 Sharon Weiter Web Sharon has been offering comprehensive Internet design since 1995. She also Designer offers expertise in online marketing and SEO (search engine optimization) strategies, animation, multi-media, and social media branding. She believes utilizing the online community to build brand awareness between client and customer is an essential part of today's marketing. An admitted techno-junkie, Sharon stays current with technology and solutions to support traditional advertising. Sharon has earned design awards from Louisville Graphic Design Association (LGDA) and the International Association of Business Communicators (IABC). Sharon holds a B.A. from the University of Louisville. She calls Southern Indiana home. Melissa Siegel Media Melissa brings a wealth of experience with Southern Indiana media to your Director account. Currently, she works with Floyd Memorial Hospital and Bowles Mattress Company in Indiana. As the former Media Director for Sheehy & Associates, Melissa has planned and bought regional and local media for diverse accounts. Her background in media research and marketing complement her expertise in media planning and buying. Melissa is a results-oriented team contributor with the ability to successfully manage multiple marketing projects and meet high expectations and deadlines. Melissa has a B.A. in Communication from the University of Louisville.
  • 5. 5 What we will do for you. Integrity When you work with Swain Marketing, you’ve chosen to work with some of the best advertising professionals in the business. Passion From traditional to high-tech advertising, our dynamic team will deliver over Dedication and above what we promised. Every time. On time. And on budget. Reliability From marketing to media, your account will receive top priority service, Flexibility attention to detail, and quick turn-around. When you work with Swain Marketing, you won’t have to fill out large stacks of forms to make small ad changes or hassle with a big agency agenda. We know bank marketing communication, we understand the business of banking, and we know the markets in which your offices are located. In fact, we’ve already worked in quite a few of them. We’ll put our experience to work for you. We’re ready when you are. So let’s get started. The Situation The situation ⁄ At the end of last year, First Savings Bank (FSB) of Clarksville, Indiana purchased Community First Bank (CFB) of Corydon, Indiana. ⁄ FSB currently has offices in five counties: Clark, Crawford, Floyd, Harrison and Washington, Indiana. ⁄ CFB currently has offices in Corydon, English, Leavenworth, Marengo, Milltown and Salem, Indiana. CFB is doing business with existing advertising that says, “a division of First Savings Bank” on it. ⁄ Together, the size of the banks will be $500,000,000 in assets—the largest, locally owned community bank in the state of Indiana, solely focused on the needs of Southern Indiana. Together, there are 14 offices and 14 ATMs. ⁄ The banks have selected a new operations system and plan to be on board with that system, effective August 2010. ⁄ The banks have decided to select a new name when they become one bank and will work with their advertising agency to choose it. ⁄ Right now, customers must bank at their existing bank, but have free use of ATMs at both banks.
  • 6. 6 ⁄ Lending decisions will remain local. ⁄ The banks will choose an agency to develop advertising during their transition Advertising and to launch the new name of the bank. Objectives ⁄ First Savings Bank and Community First Bank are committed to making a seamless transition to become one bank, effective in the first quarter of 2011. This includes making a commitment to a professionally produced advertising campaign that will run during the banks’ transition, a launch campaign to announce the new name, and maintenance advertising, thereafter. ⁄ The banks have requested we put together a proposal that includes how we can lead them through this process via a streamlined advertising process. Existing Customers & Prospects Advertising We recommend that you communicate regularly with your customers during the Targets transition and afterwards. This is especially important during the first 12 to 18 months as a new bank with a new name. Your Employees We recommend that you communicate with your employees once per month so they feel confident about their own roles at the bank, and equally confident addressing customers’ questions. Business Accounts We recommend that you advertise to your business clients so they feel confident that their banking relationship with you will remain strong. Community Relations Organizations/Clients We also recommend you address the community-related organizations that you are working with now. While you are merging together as one larger bank, you are still communicating your committed to their organizations.
  • 7. 7 What we should expect as the banks transition. Challenges With change comes uncertainty. When it comes to banking, people don't want to change, and switching banks is also a pain. So, we want to offer them something better, a wider array of services, local lending decisions by people they've come to know and trust. We also want our advertising to help minimize account issues, such as checking account numbers, ATM cards, online banking, and direct deposit. Big bank distrust is an economic reality. For some customers, change is uncomfortable. We want our advertising to reduce potential fears, suggesting good things about the changes; and yet they will continue to enjoy the same personal service from the same people they already know. Now, they are a part of one of the best-run banks in the country. There will be plenty of speculation. We will provide honest information and current updates from senior management via press releases, electronic and printed communication and advertising. Employee concerns. Employee meetings, electronic updates, and training will empower employees to confidently answer customer questions and feel secure about their own jobs. Corporate clients and organizations get anxious. Bank officers and senior banking officials will talk with corporate customers personally, via electronic and printed pieces, and in our advertising to assure them we still take their business personally.
  • 8. 8 Marketing Strategy Timetable {Approximately 1year} Timetable ⁄ Transitional Campaign Phase One Apr – Sep (Comfort, Reassurance, Informational) 2010 The purpose of our transitional advertising is to make customers feel comfortable with the bank merger process and to keep them informed of its progress and how that affects them. We want existing customers to be aware of the advantages the new bank will have to offer them and to feel like they are part of a great change. ⁄ Transitional Campaign Phase Two Sep – Nov (We’re now one operation.) 2010 Announce that customers can bank at all locations of FSB & CFB and what the benefits are now that the systems are one. ⁄ Hiatus Nov 2010 – (Off-air) Feb 2011 Outside signage can go up in the fall, with banner coverings over the new logo. We’ll show FSB & CFB names, until new name is officially announced. ⁄ Official Launch Campaign Phase Three Feb – Apr (We’re one bank and here’s who we are.) 2011 Announcement of official bank name change and roll out of new logo, new look, new materials, along with a customer/prospect promotion in April, 2011. ⁄ Ongoing Maintenance Advertising – TBD Maintenance TBD
  • 9. 9 Transitional Campaign Phase One & Two Projects Transitional Bank Nomenclature Campaign Creative consulting, recommendations, client input, final selection. Projects Logo Design Designing of three logo treatments, client approval of final selection, refinement and expanded use alternatives. Transitional Logo Treatment (Dual CFB&FSB logos “soon to be” NEWBANK Logo). Print Logo Spec Guide We’ll establish your official graphic elements and treatment of new logo, and establish graphic treatment of transitional dual CFB&FSB logo. Transitional Newspaper Ads Courier-Journal, Indiana Edition, 4-color, full page Local communities’ papers—All markets, b/w, small to medium format. Transitional Magazine Ads Southern Indiana Magazine, 4-color, full page Transitional Statement Stuffers/Drive-thru Window Handouts/Literature Rack Fill Keep existing customers up-to-date with announcements of upcoming changes to banks’ online or face-to-face banking experiences. Small format, 4-color print materials. Outdoor Transitional Condition (Dual CFB&FSB logos “soon to be” NEWBANK Logo) Environmental Temporary Banners—Drive-thru, Stand alone, Building inside/out Web Transitional Front Page with news updates for both online banking sites (Could be scrolling banner, link, etc.) several versions to build upon the progress of the brand merger. Transitional ATM Display Screen—Two sets of periodic messages. Limited interactivity. Professional emailings to existing customers Consider Social Networking—Blog, LinkedIn, etc. Employee Materials Intra email updates/announcements/events
  • 10. 10 Official Launch Event Campaign Projects Launch Event Press Release Campaign Announcing new merged banks, background information and new name. Projects Print Launch New Name/Logo/Look Newspaper Ads. Courier-Journal, Indiana Edition, 4-color, full page. Local communities’ papers—All markets, b/w, full page. Transitional Magazine Ads Southern Indiana Magazine, 4-color, full page Transitional Statement Stuffers/Drive-thru Window Handouts/Literature Rack Fill Announcing new name/logo, watch for festivity/events, etc. Small format, 4-color print materials Outdoor Launch Campaign Billboards (Announcing new name, new logo, new look) Environmental Temporary Banners—Drive-thru, Stand alone, Building inside/out Web New Website Design and coordinating implementation of it with the existing website development / hosting company. Launch ATM Display (Master front page, permanent) Signage Branch Building Branding Guide—Photoshop fabricated image of each existing facility with new signage in place for sign company production. Building Signage & Way Finding/Directional Signage/ATM/Gas Stations/Grocery Stores. (Paper banner covering until February of 2011.) Biz-to-Biz & Community Partners Materials Business-size introductory brochure, pocket folder of new bank, new capabilities, lending strengths, etc. for senior banking officers making personal calls to use as a leave-behind. Professional emailings and updates. Premiums Promotional items such as pens, pencils, balloons, magnets, little banks, etc. Higher-end premiums such as logo portfolios for corporate clients. On Day One Logo shirts on all employees/consistent colors. Signs unveiled. Hours, new logos on doors, drive-thrus, etc. Internet switched over to new system. (Customers will still see their banks’ old name – de-emphasized – on the web site, but after 30 days, it will be gone from the site.)
  • 11. 11 Social Media Marketing (SMM) Social Media Social Media Marketing will attract and help you understand and respond to Marketing your target audience and prospective customers. It can be a cost-efficient Information addition to our traditional media recommendations. In today’s competitive environment, it can be beneficial, especially in building relationships and in tracking online conversations about the bank as it becomes a new “brand.” The benefits of Social Media Marketing are bi-directional: That means you can get your messages and business image out there. You can instantly post news or events. You also get to know instantly what the reaction is to your posts, how your messages are received. It’s important to encourage online dialogue and actively listen and respond to your audience. This will need to be handled daily and internally at the bank, in order to remain timely. Here’s a summary of how SMM can work for you: Your online audience will generate hits on your website and with the right message there, online visits to the bank, as well. We can also track traffic to your social media efforts, conversations, repeat viewers and existing customers. These tracking tools can be vital to gathering the best possible (and up-to-the-minute) information relative to your bank during the transition phase of our campaign. The key is to get as many contacts as possible in your network and respond to them in a timely manner. This can be in the form of a fans page like on Facebook or LinkedIn. Networks like LinkedIn can add a credible, cost- efficient marketing component, especially with business-to-business clients or prospects. There are many ways to build an online image for the bank. We would be happy to develop a specific approach to complement our other media recommendations.
  • 12. 12 Recommended Media Mix Media ⁄ Outdoor Billboards Recommendations Outdoor posters around bank locations CBS Outdoor, Lamar Outdoor AVG $3,500/month April 2010 – March 2011 = $42,000 (can change monthly/can cancel for hiatus months to prolong campaign till June 2011) ⁄ Print Courier Journal, Southern Indiana Zones Tribune/Evening News, New Albany Green Banner Publications, including Banner Gazette Washington County Charlestown Leader Scott County Journal Salem Democrat/Leader Corydon Clarion/Democrat AVG $5,000/month April 2010 – March 2011 = $60,000 (can change monthly/can cancel for hiatus months to prolong campaign till June 2011) ⁄ Additional Publications Business First Southern Indiana Living Magazine Occasional placements throughout campaigns to total no more than $10,000 ⁄ Radio Traffic Radio – Metro Networks, Total Traffic AVG $2,000/month August 2010 – July 2011 = $24,000 ⁄ Insight Cable TV Southern Indiana Zones AVG $2,000/month August 2010 – July 2011 = $24,000 ⁄ New Media Opportunities Social Media, Search Engine Optimization
  • 13. 13 Proposed Media Placement Budget Media Budget ⁄ Transitional Campaign Phase One April 2010 – September 2010 Totals: $85,000 ⁄ Transitional Campaign Phase Two September 2010 – November 2010 Totals: $27,000 ⁄ Hiatus November 2010-February 2011 Saving funds during peak shopping times of the year; helps promote length of your campaign ⁄ Official Launch Campaign Phase Three February 2011 – August 2011 Totals: $62,500 Proposed Total media Budget $150,000 – 175,000
  • 14. 14 Transitional Campaign Phase One & Two Projects Transitional Estimated Time Frame Estimated Cost Range Phases Bank Nomenclature 2 weeks $2,000 – 5,000 Logo Design 4 weeks 5,000 – 7,000 Time/Cost Print Estimate Logo Spec Guide 1 week 2,000 – 4,000 Transitional Newspaper Ads Campaign Master Samples 2 weeks 4,000 – 6,000 Community Ads 1 day Each 1,000 – 2,000 Transitional Magazine Ads 1 week Each 1,000 – 2,000 Transitional Statement Stuffers/Drive-thru Window Handouts/Literature Rack Fill 2 week Each 2,000 – 4,000 Outdoor Transitional Condition 2 weeks 5,000 – 7,000 Web Transitional Front Page 1 week 2,000 Transitional ATM Display 1 week 1,500 Professional Emailings 1 weeks Each 500 – 650 List Management for client base XLS or CSV file Per New Mailing 600 – 1,200 Reporting Emailing stats Per List 300 Provides reports in pdf format showing recipient results, opened , bounced, bad email addresses. Social Media Strategy TBD TBD Employee Materials Intra email update/announcements/events Newspaper, web, Miscellaneous TBD Creative Development for Transitional Campaign $40,000 – 50,000 Photography, printing, sign manufacturing, billboard manufacturing and mileage not included.
  • 15. 15 Official Launch Event Campaign Projects Launch Event Estimated Time Frame Estimated Cost Range Phase Launch Press Release 1 week Each $500 – 1,000 Print Stationary Package 2 weeks 1,500 – 2,500 Time/Cost Launch New Name/Logo Newspaper Ads Estimate Campaign Master Samples 2 weeks 4,000 – 6,000 Community Ads 1 day Each 1,000 – 2,000 Transitional Magazine Ads 1 week Each 1,000 – 2,000 Launch Statement Stuffers/Drive-thru Window Handouts/Literature Rack Fill 2 week Each 2,000 – 4,000 Outdoor Launch New Campaign 2 weeks 5,000 – 7,000 Web Launch New Front Page 1 week Launch New ATM Display 1 week Signage Building Signage Branding guide 3 weeks 6,000 – 10,000 (Shows outside signage & placement recommendations for each bank office.) Building Signage 3 days Each 1,000 –2,000 Biz-to-Biz & Community Partners Materials Business Brochure/Pocket Folder 2 weeks 4,000 – 5,000 Professional Emailings 1 weeks Each 1,200 Premiums 1 week Each TBD Employee Materials Intra email update/announcements/events Each TBD Day One Events TBD TBD Miscellaneous 5,000 – 10,000 Creative Production for Launch $40,000 – 50,000 Total Estimated Marketing Budget $230,000 – 275,000 Photography, printing, sign manufacturing, billboard manufacturing and mileage not included.
  • 16. 16 Portfolio Community First Bank Billboards Buttons Stuffers Ad Campaigns Logo Design Signage Banners Etc. First Independence Bank B/W Ad
  • 17. 17 Portfolio Coalition for the Homeless Logo Design Pocket Folder Brochures Stationary Package
  • 18. 18 Portfolio Passport Advantage Health Insurance Full Color Ad Campaign Power Point Presentation Membership Card Center College Book Dust Jacket History of Centre College 280 page/450 images Published 2009
  • 19. 19 Century Portfolio Mortgage Louisville www.centurymortgagecompany.com Hance & Srinivasan Personal Injury Law Firm www.hslawky.com 2trg Recycling e-waste www.2trg.com