Naming
Create a name that will carry your financial organization into the future.
Have you gotten blank stares when you tell people where you work? Has your financial organization grown well beyond its original charter? It may be time for a name change.
Create clarity and excitement with your name, not confusion.
Eliminate Confusion
Don’t keep people from opening an account or applying for a loan simply because your name implies they’re not qualified.
Increase Your Relevancy
Consumers of today don’t resonate with what consumers of 20 years ago did. Align your name with your strategic goals.
Prepare for Long-term Growth
A more relevant name will carry your financial organization well into the future.
Naming Portfolio
Naming happens in four simple steps:
1. Research
We’ll survey your key stakeholders to get their impressions of your current brand.
2. Strategy
You’ll go through a brand workshop to determine your target audiences and how a name could best serve those target audiences.
3. Creative
We’ll present 15-20 different name options for you to choose from, all rooted in the strategy you created.
4. Training
We’ll help onboard your staff to the new name so they understand the “why” behind it and can communicate it to members.
Testimonials
“In the last two months since the name change, each month has seen year-over-year new membership growth of 30%. On The Mark definitely hit the mark for us.”
Sarah Marks
VP Marketing, Homebase CU
“I loved the process, and I’ve given your name to others considering name changes. Without the process, we wouldn’t be the success we are today.”
Angela Melle
Senior Director, Luminate
