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network ONE
bringing your branch network together as one
on E brand
on E experience
ON e network
network ONE
Introduction         Program Overview




network ONE

One Network Experience
Your network has grown. Now it needs to work as ONE.

ONe Brand
Transform your network to create a unified brand projection.

ONe experience
Establish a consistent experience from branch to branch.

ONe Network
Implement a tiered strategy across your network.

BrandPartners offers holistic solutions to bring your
network together as ONE.




                                              from left to right: Sovereign Bank, SunTrust,
                                                  The Provident Bank, National City Bank


1|
TH R IVE.
Introduction         Goals




network ONE Program Goals
A unique customer experience
features sustainable and cost-effective design elements

An authentic expression of the brand
translates into a brand that customers can see, feel & touch

A holistic toolkit of signature elements
simplifies customer interaction and maximizes sales

An exterior & interior communication capability
leverages entire branch asset

A flexible and modular system
accommodates operational efficiencies, implementation
requirements and the need to evolve over time

An environment that clearly
differentiates your network from the competition in existing and
acquired locations




                                     bringing your branch network together as ONE
Introduction The Challenge

Merger, Acquisition, Growth
In today’s changing financial industry, one faces the questions:
     How does a merger affect my potential and existing client base?
     My brand?
     My branch?

Some things to consider when undertaking a merger or acquisition include:

	     n   analysis of markets and branch performance
	     n   assessment of real estate and physical branch conditions
	     n   standardization of signage and merchandising
	     n   strategic branch interior and exterior rebranding
      n   introduction of signature/modular components to support customer
          engagement activity
	     n   logistics planning
	     n   branch-level staff engagement training




                                                                   Bank of America




3 |
TH R IVE.
Introduction The Solution

network ONE Program Goals
network one. It’s where brand and experience come together. It’s a platform that
provides a consistent, branded experience in every one of your branches. Our turn-
key, scalable branch rebranding process takes all aspects of your branch network
into consideration.

The task can seem daunting, but with the proper partner to guide the way, even the
most complicated merger can go smoothly, bringing the network into alignment.

network one is a unique program to rebrand and revitalize your branches, provid-
ing your customers a single experience across your entire retail network. network
one allows you to make a consistent statement of:

	   n    who you are
	   n    how you want to engage your customers
	   n    how you want your customers to remember you

network one is a turn-key solution – BrandPartners does the heavy-lifting, and
is accountable for successful implementation without interrupting your branches’
regular business activity.




                                                                           Comerica



                                       bringing your branch network together as ONE
5 |
methodology




                               (from top left, clockwise)
Rocky Mountain Bank, Sovereign Bank, Bank of America
Comerica Bank, First Federal Savings Bank, Integra Bank


   bringing your branch network together as ONE
Methodology              the 4 ds

Methodology
BrandPartners follows a focused and deliberate gathering of operational fac-
tors to firmly establish the logistics of this program. Based on conceptual
direction, we create a distinct customer experience that delivers the brand prom-
ise into all levels of the branch, remodels and design implementation.

We accomplish these tasks in four distinct phases:


n     DISCoveR the business, brand and design essentials that will introduce and
      propel your presence into the existing retail marketplace

n     DeFIne the design application methodology to support the implementation
      of a distinct customer experience

n     DeSIgn and refine the key program elements as modular program compo-
      nents for export to the existing branch network

n     DelIveR a holistic, turnkey approach that integrates internal and external
      partners in the execution of branch renovation and rebranding initiatives

our methodology strives to align with and support your specific needs and de-
liverables. The following is provided to detail our thinking and our approach and
articulates how BrandPartners intends to add value beyond your expectations.



                                      Discover

                                      our holistic 4 D
                                approach provides a cycle
                                                             Defne
                     Deliver




                               of continuous improvement.
                                The program is continually
                               refined based on feedback
                                  and findings to perfect
                                  future implementation.


                                      Design


7 |
Discover          TH R IVE.
In the discovery phase, a BrandPartners team composed of strategists, analysts
and designers will gather information that is crucial to developing a feasible, timely
solution to meet your goals. We will conduct a discovery session with appropriate
team members and any strategic partners (as appropriate), to include senior mem-
bers of the following bank functions:

    n	   Retail sales/LOBs                   n	 Marketing and communications
    n	   Real estate                         n	 Branch operations
    n	   IT                                  n Security
    n	   Human resources/training


During this phase, we also take measures to:

    Evaluate existing brand and prototype standards
    Analyze branch visibility high/low profile, exposure, local competition
    Examine branch performance – deposit value, transaction volume,
             opportunity for growth
    Review branch conditions and efficiency – opportunity for improvement


This facilitated, participatory meeting will allow us to:


	   n		 qualify and challenge assumptions about your bank’s brand positioning
    n		 gain an understanding of your business strategy and branch
        operating model
	   n		 understand your customer and product segmentation strategies
    n		 gain insights about best practices and lessons learned in relation to
        your branch locations
    n prioritize key ROI components




                                          bringing your branch network together as ONE
Methodology             The 4 Ds

Discover (continued)
BrandPartners will assess architectural assets and rate branch conditions by
conducting a comprehensive branch fitness and retail readiness audit for each
individual branch office. These audits will include:

	     n	 evaluation of the general fitness of the retail facility
      n		 complete interior and exterior digital photography, rating the following
          elements to determine the fitness as to appearance, condition and
          general utility in the branch environment: vertical surfaces;
          floor coverings; ceilings; lighting, windows/window treatments;
          regulatory considerations (including ADA); teller area; customer
          service area, teller queue line and check-writing casework surfaces,
          break room; rest rooms; ATM areas; signage; parking areas; traffic
          patterns; drive-up areas; entry/exit ways; and merchandising/POS
          opportunities
	     n	 soliciting branch-level insight as part of the staff engagement process
      n	 drafting floor plans of existing conditions
	     n		 uploading analysis findings to iPartnerstm project management portal for
          client access
	     n		 preparing a final, consolidated report of the data obtained during
          the audits


Define
The BrandPartners team will assimilate and translate the findings in the Discover
phase and will subsequently:

      n		 present a Brand Blueprint - a disciplined plan that translates the
          intended brand perception into the physical space of the branch
	     n		 map the customer journey and develop key engagement zones
	     n		 begin to draft branch appearance standards, which will be distributed in
          the branch immersion staff engagement process during the rollout
	     n		 recommend investment levels via a decision-tree matrix, matching
          branches to recommended enhancement types




9 |
Define (continued)
Branch Enhancement Tiers

         Tier 1 - refreSh
Tier 1




         Modular brand elements and environmental
         merchandising


                                                      +
               Signage
               ATM Surrounds
               Core merchandising components
               Information / compliance-specific signage
               Branch immersion staff engagement / training
               Removal of unapproved / off-brand elements

         Tier 2 - renew
Tier 2




         Fit and finish                                        Enhancement Types
         Type 1 plus recommended combination of:


                                                      + = ONE
               Patch and paint
               Signature components
               Hosting area furniture
               Retail window displays

         Tier 3 - refurbiSh
Tier 3




         Atmospheric branding
         Types 1 and 2 plus recommended combination of:


                                                      +
               Furniture systems
               Wall color / covering
               Carpet / tile
               Ceiling / lighting
               New teller line

         Tier 4 - remoDel
Tier 4




         Architectural / operational branding
         Tiers 1-3 plus more extensive renovations


                                                      +
         which may include:
               Rework of architectural floor plan
               New millwork elements
               Reconfiguration of offices
               Re-routing of traffic flow



                                           bringing your branch network together as ONE
Methodology            The 4 Ds

Design
Based on the approved platform developed in the Define stage, BrandPartners
will present concepts for a branch synchronization strategy. This includes modular
components, exploratory color palettes, materials and finishes for a full concept
store. That will become the ‘kit of parts’ to be integrated into the various branch
types. From there, a decision-tree matrix is further refined with actual pricing,
allowing you to make branch-by-branch program modification decisions.

For the chosen concept, BrandPartners will then:

	   n		 make revisions based on client feedback
    n		 design and provide options for lighting, signage, merchandising and
        millwork
	   n	 finalize color palettes, finishes and materials
	   n		 design a storefront version
	   n		 determine, design and present for approval the program elements to be
        “exported” to the various levels of renovation
	   n		 submit final decision tree matrix for approval

To complement our own expertise in sustainable design, we will engage LEED
consultants as needed to create a cost-effective, holistically designed green
environment.



Deliver
BrandPartners’ delivery model is about providing holistic solutions with an empha-
sis on accountability, flexibility and performance.

We will:

	   n	 provide an accessible single point-of-contact
	   n		 organize and manage weekly meetings to communicate scheduling
        and address items needing attention
    	   	   	    	       	        	        	




11 |
Deliver (continued)
    n		 detail and manage an effective phasing and scheduling program to
        mitigate disruption to existing branch operations, provide daily
        communi cation between project managers, site superintendents and
        general contractors
	   n		 coordinate all site activities, construction, millwork, furniture,
        merchandising, environmental graphics and digital programs
    n		 deploy trained field teams that will be well-versed in the design intent,
        ensuring consistency across the network
	   n		 provide continuous site cleanliness (interior and exterior) to protect your
        operating business, employees and customers
    n		 finalize projects on-time and on-budget


In addition, BrandPartners will provide an inclusive staff engagement training pro-
gram (“branch immersion”) designed to:

    n		 motivate your branch staff and encourage them to be brand advocates,
        exhibiting behaviors consistent with delivering the desired customer
        experience
    n		 teach staff to use the new environment to start conversations with
        customers
    n		 establish expectations in terms of overall on-stage branch appearance
        standards – cleanliness, decorations, marketing, organization, etc.


In the interest of continuous improvement and providing solutions that stand the
test of time, BrandPartners will:

    n		 host a project wrap-up meeting with a lessons learned exercise
    n		 conduct a client satisfaction survey with your retail management team
    n		 conduct a Post Occupancy Evaluation (POE), with a focus on measuring
        back to the original program objectives
    n	 recommend future program adjustments based on findings of the POE




                                       bringing your branch network together as ONE
13 |
the steps




                           (from top left, clockwise)
    Flagstar Bank, Viking Bank, 1st Advantage FCU
  National City Bank, MidCoast FCU, SunTrust Bank,


bringing your branch network together as ONE
TH R IVE.
The Steps           Getting started

Ideation Workshop
The purpose of this phase is to gain further understanding of the current state
of your brand vision, help develop your business plan, outline annual sales goals,
and articulate sales and marketing approaches in order to establish a clear
communication platform. We will conduct in-depth discussion sessions with key
members of your senior staff to explore the following topics:

	   n		 brand positioning, strategy, market vision, mission and any major
        market challenges
    n		 key business objectives underlying your marketing initiatives
    n		 plans for overall growth and expansion
    n		 distinguishing characteristics of the branch network, products
        and services
    n		 branch culture and core values
    n		 varied customer experiences
	   n		 target audiences/customers and prospects
    n		 traditional/non-traditional competitions




                                                                       Integra Bank




15 |
TH R IVE.
The Steps             Getting Started

Key Areas
AS S E S S M E N T of Real Estate & Branch Conditions

The combined retail network is one of your largest assets and foundation for
growth. BrandPartners will capture critical branch information, providing recom-
mendations for establishing baseline conditions and location criteria.

    •	    assess physical conditions of each branch
    •	    capture interior and exterior photography
    •	    create electronic floor plans of branch footprint
    •	    recommend changes or improvements to meet desired standards
    •	    evaluate the retail-quality of the real estate



A N A LyS I S of Markets & Branch Performance

All networks have branches and markets that have more potential than others.
Through data analysis, BrandPartners will define:

     •	   common criteria for evaluating all branches
     •	   overlaps or gaps in the footprint
     •	   underperforming branches
     •	   most profitable customers
     •	   markets with the most potential for growth




                                       bringing your branch network together as ONE
TH R IVE.
The Steps             Getting Started

Key Areas (continued)
STA N DA R D I z AT I O N of Signage & Merchandising

Consistent use of branding components inside and outside of your branches
conveys a stable image and provides a foundation to propel future growth. We
will design and implement solutions to standardize signage and merchandising
components network wide. Elements and areas to be included are:

    •	   merchandising
    •	   point-of-sale materials
    •	   regulatory compliance
    •	   wayfinding
    •	   drive-up branding
    •	   exterior signage
    •	   ATM signage



R E F u R B I S H M E N T of Branches

Bring existing branches into alignment by re-evaluating their layout, message
placement and decor. It can be as simple as a new coat of paint, or as involved as
a complete remodel. We have talented design and project management profes-
sionals to successfully guide you through every job, no matter how big or small.

    •	   paint, carpet, tile and finish materials
    •	   space planning
    •	   furniture systems
    •	   lighting
    •	   signature components
    •	   evaluation of architectural floorplan




17 |
TH R IVE.
                  TH R IVE.
The Steps            Getting Started

Key Areas (continued)
A LI g N M E N T of Cultures & Messaging

Identifying and aligning the brand attributes and personality of the combined
organization will establish a platform for aligning the culture and messaging
across all channels.

    •	   developing a Brand Blueprint to use as a filter for all touch points
    •	   defining the desired branch experience (for customers and employees)
    •	   establishing a retail messaging strategy that is consistent across
         the footprint
    •	   proactive brand delivery that indexes branch performance


R E T E N T I O N of Accounts & Employees

Maintaining existing account relationships and employees is critical during
the merger process. Engagement training will increase the confidence level of
employees that you value both their loyalty and the loyalty of the customers

    •	   customer engagement optimization
    •	   employee and account loyalty programs
    •	   brand ambassador training
    •	   communication strategy development
    •	   tools to assist in cross-selling to expand relationships




                                                                          M&T Bank



                                        bringing your branch network together as ONE
TH R IVE.
The Steps             The results

Success
BrandPartners has positively impacted over 36,000 financial store lo-
cations. Our holistic approach has been designed to enhance every
aspect of the customer experience and make our clients’ brand promises
a reality. Our team is a focused group of dedicated professionals who pro-
vide the passion for quality and excellence that has become the hallmark of a
BrandPartners relationship. More than a vendor, we consider ourselves stake-
holders, fully invested in the ongoing success of each and every program we
implement.

Our commitment to innovation and service quality has allowed us to build and
retain an impressive client base consisting of tier one, mid market and community
banks. Our ability to listen and react in real time with solutions that get results is
why BrandPartners has been responsible for many of the major conversion roll-
outs in recent years.

By teaming with BrandPartners, you will be shown a map that plots a course to
help you achieve success in your retail bank environment. In the end, our method-
ology, process and resulting designs will provide you with:

	   n		 A holistic toolkit of signature elements that will simplify customer
        interaction and maximize sales potential

    n		 An exterior and interior communication capability that leverages the
        entire branch asset across any new footprint

    n		 A flexible and modular system that accommodates operational
        efficiencies, implementation requirements and the need to evolve
        over time

    n		 An environment that truly differentiates your brand from the competition




19 |
TH R IVE.
                  TH R IVE.
The Steps            The Value Add

Industry Leaders
AC C O u N T M A N Ag E M E N T

BrandPartners has tremendous depth in its merchandising and retail communica-
tions business unit. The group consists of approximately 65 full-time employees. The
team is spread across implementation, strategic services, design and development,
engineering, account and program management, client services, IT, distribution,
quality, and procurement.


Dedicated Team
Led by seasoned Senior Account Executives, a knowledgeable and ambitious
team with extensive experience in delivering strategic retail communications
solutions that work on your account.


Bench Strength
In addition to Senior Level Account Management, a dedicated Program Imple-
mentation Manager and Program Coordinator will be assigned to your account to
fulfill daily client needs and requests. This support team is empowered to estab-
lish multi-disciplined project solutions determined by client needs and objectives.
Required skill sets are then leveraged from within the entire company for a given
assignment. These resources can be pulled from Logistics Planning, Services,
Information Management, graphic Design, Product Design, Design, Furniture
Solutions, Field Services, Digital Program Management, Analysis Services, Instal-
lation Services, etc.


Continuous Communication
We believe that regular communication is paramount to ensuring that we meet and
exceed the required aspects of each program we manage. Daily internal meetings,
weekly initiative-specific pull-ups and (minimally) weekly client team conference
calls are an integral part of any project’s success. To this end, the BrandPartners
team will be readily accessible and in regular communication with clients.




                                        bringing your branch network together as ONE
TH R IVE.
The Steps             The Value Add

Industry Leaders (continued)
Availability
BrandPartners has a dedicated Program Office, providing customer support
8AM – 5PM, EST Monday through Friday (extended hours may be provided as
required). Managing Account Personnel and Program Managers are at our cli-
ent’s disposal whenever necessary – only a cell phone call away. Program team
members are available through their direct line extensions at their desks, via our
toll-free phone number (1.800.732.3999) and of course, by individual email cor-
respondence.


E NTE R PR ISE R ESOu RCE PLAN N I Ng

BrandPartners uses a robust, state-of-the-art, and fully integrated ERP solution
to manage our clients’ merchandising and communication needs. In addition, we
have developed a web portal that facilitates management of the total branch net-
work. The web portal is available to our clients for their reference, product requests,
communications, planning and overall message placement and management. The
portal also allows campaign and distribution management. Content, access and
information contained in this portal can be customized according to our clients’
specific needs.


LO g I ST I C S P L A N N I N g

BrandPartners will provide support for kitting, shipping and training field services
resources anywhere in the uS. We have a field services group on staff comprised
of logistics experts, Project Managers and field service technicians. For small-
scale implementation programs we will manage and staff the entire scope of work
utilizing our own internal resources.

For large-scale implementations, we supplement our teams with a nationwide
network of certified and trained resources with our vendor-partners. BrandPartners
supervises all vendor-partners to ensure quality is maintained, punch-list items are
minimized and overall schedules are maintained.




21 |
TH R IVE.
                   TH R IVE.
The Steps             The Value Add

Industry Leaders (continued)
Q uA LI T y AS S u R A N C E

For our hard goods, millwork and fabricated materials, BrandPartners has a
dedicated team of engineers and quality control experts who manage our in-house
assemblies. Qualified manufacturing partners deliver high quality products that
will exceed our clients’ expectations. Before a new item is fully produced, our
in-house team carefully reviews all design details, searching for value engineer-
ing opportunities, strength, durability testing and ease of assembly for the entire
program.

First article products are thoroughly tested on-site to ensure our rigorous stan-
dards are met. Standard products are tested on a regular basis when received into
our warehouse.

In addition, we have on-staff printing experts who work hand-in-hand with off-site
printing facilities to ensure all end product is of the highest possible quality; this
includes press checks, ink draw downs, proof and sample review, and durability
testing.




                                         bringing your branch network together as ONE
TH R IVE.
Bank of America
fleet Acquisition


P R Oj E CT S C O P E
Convert 1500 branches in the NE market from Fleet Bank (FB) to Bank of America
(BOA). The project was completed in less than 6 months, which included, but was
not limited to; retrofit design, branch surveys, production, and implementation.


B R A N D PA R T N E R S ’ S C O P E
BrandPartners had previously designed, developed and implemented a new, robust
merchandising program for FB, which included a merchandising program and a
compliance solution.

BrandPartners developed and delivered a turnkey program to rework all of the inte-
rior communications and compliance information for the conversion. We applied our
knowledge of the FB program to develop and provide a cost-effective, and quick-
to-market conversion program for BOA. BrandPartners’ Program Office was fully
responsible and accountable.

The initial phase consisted of BP preparing and documenting site survey information
for all of FB’s 1500 branch locations, which included; preparing and drawing digital
floor-plans, merchandising recommendations, de-merchandising recommendations,
and final clean-sweep recommendations.

In summary, BrandPartners;

•	   provided all of the retrofit concept design, final design, development and engi-
     neering for the merchandising re-work.
•	   produced all of the merchandising product requirements that were ascertained
     and assembled from the data obtained from the site surveys.
•	   provided all of the logistics and warehousing requirements for the project.
•	   provided all of the installation services for the project.

In addition to the BOA/FB conversion, BP has managed the implementation and
continues to manage the ‘roll-back’ of many new components into the BOA North-
east legacy market since the conversion was completed, including environmental
design initiatives




23 |
TH R IVE.
Bank of America
Countrywide Conversion


S E R v I C E S P R Ov I D E D
Brand Strategy                      Program Integration
Environmental Branding              Program Management
Architectural /Interior Design      Design Application
Retail Systems/Displays             Space Planning/Design


P R Oj E CT S u M M A Ry
BrandPartners has worked with Bank of America Corporation (BAC) since the
early nineties. Initiatives like the branch revitalization SMART Program (Strategic
Merchandise and Refurbishment Team) and the Fleet Bank conversion firmly
established BrandPartners as one of Bank of America’s key strategic partners.
Managing the hardware design and deployment for all of the Eastern States
made BrandPartners a natural choice when BAC was challenged with a speedy
re-branding of the Countrywide Home Mortgage Offices.

The primary communication goals were to bridge the challenged Countrywide
Brand to the strength and stability of the BAC brand by effectively promoting
Bank of America’s home mortgage product and services. With only seven months
until turn-over and a firmly established budget, cost containment and speed to
market were critical factors in the program’s design and execution.


S O Lu T I O N
Discovery (Phase One):
up front strategic development quickly became the foundation to the program’s
success. Extensive site visits, store analysis, facilitated discussion, and
interviews were employed by BrandPartners to better understand the existing
Countrywide Experience. understanding critical nuances of the life of the BAC
Home Mortgage lending process was of utmost importance. The space differs
greatly from a banking center as there are no traditional teller lines, drive-ups
or cash available on site. Areas evaluated were: the current (and desired) retail
experience, all point of sale , communication needs, associate sales tactics,
as well as various architectural assets.




                                       bringing your branch network together as ONE
TH R IVE.
Bank of America
Countrywide Conversion (continued)


Define (Phase Two)
BrandPartners developed Customer Experience zones, weighing unique
activities such as making payments, private consultations, defining how
customers enter the space, work with mortgage loan officers and transition to
consultation rooms.

Design (Phase Three)
Working under an extremely tight deadline based on conversion initiatives,
BrandPartners Strategy, Design and Engineering teams collaborated to define
the desired future state of Bank of America Home Loans. It was especially
challenging to carry the Master BAC design into the space as a distinct yet
separate look and feel for the new Mortgage Division. The end result was a
cohesive family of wall frames, entrance signage, counter displays, payment
covers and transition area signage to harmonize with architectural assets and
furniture systems already in place.

Deliver (Phase Four)
The battle cry soon became: “7 months cradle to grave”… all required site
analysis, site recommendations, program forecasting and estimating netted in
the design, engineering, and manufacturing of 18,000 display faces, 12,000
pockets incorporating 20 tons of acrylic, 4 acres of steel and 10,000 pounds of
paint powder for 2,200 nationwide stores. In collaboration with the Banks’ West
Coast partners, BrandPartners completed the deployment under budget and
ahead of schedule.




25 |
H&R Block
olde Acquisition


P R Oj E CT S C O P E
Transform 300+ H&R Block locations from a traditional tax preparation com-
pany to a financial provider offering investments and mortgages along with
tax preparation services via the acquisition of Olde Discount Brokerage.


B R A N D PA R T N E R S ’ S C O P E
BrandPartners (BP) developed and delivered a turnkey program to fit-out the
interior spaces to reflect H&R Block’s transformation from a traditional tax
preparation company to a multifunctional financial provider. BrandPartners pro-
vided design, production, delivery, and program management services for all
construction, millwork, furniture, merchandising and interior signage solutions.

The initial phase consisted of BP preparing and documenting site survey infor-
mation for all of H&R Block and Olde locations (300 sites, 75 of which were
completed in less than 90 days), which included, but was not limited to; preparing
and drawing digital floor-plans, design application services, millwork and
furniture recommendations, construction documentation, general merchandis-
ing recommendations, interior communications plan, and interior signage.

In summary, BrandPartners;

•	   provided complete design, development and engineering for all millwork,
     signage, merchandising, flooring, furniture, lighting and finish schedules.
•	   provided an in-store conversion program that transitioned the current Olde
     and H&R Block locations into permanent full-service financial centers.
•	   provided all management, sourcing, and logistics services required to
     produce the product for all 300 stores.
•	   provided all construction management and installation services.




                                       bringing your branch network together as ONE
TH R IVE.
Sovereign Bank
iCb merger


P R Oj E CT S C O P E
Convert 135 branches in the NyC market from Independence Community Bank
(ICB) to Sovereign Bank (SB). The project was completed in less than 3 months,
which included, but was not limited to; branch surveys, solutions design/devel-
opment/production, and implementation.

BrandPartners’ Program Office was fully responsible and accountable for the
entire conversion program.

B R A N D PA R T N E R S ’ S C O P E
BrandPartners (BP) developed and delivered a turnkey program to convert
all of the interior communications and compliance information for the merg-
er. The initial phase consisted of BP preparing and documenting site survey
information for all of ICB’s 135 branch locations, which included: preparing and
drawing digital floor-plans, merchandising recommendations, de-merchandising
recommendations, and final clean-sweep recommendations.

In summary, BrandPartners;

•	   converted the existing ICB merchandising program into a SB compatible
     program
•	   provided complete design, development and engineering for the new
     merchandising program
•	   produced all of the merchandising product requirements that were
     ascertained and assembled from the data obtained from the site surveys
•	   provided all logistics and warehousing requirements for the project
•	   provided all installation services for the project
•	   continues to provide post-install support and customer services for all
     of SB
•	   developed online web tools to support invoicing, warehousing and product
     approval




27 |
TH R IVE.
Wells Fargo
norwest merger/Acquisition


P R Oj E CT S C O P E
Convert over 1000 branches to the Wells Fargo (WF) brand. The program was
implemented over 15 months.


B R A N D PA R T N E R S ’ S C O P E
BP developed and delivered a turnkey program to convert all of the interior
communications and compliance information for the conversion.

The initial phase consisted of BP preparing and documenting site survey in-
formation for all of NW’s 1000+ branch locations, which included, but was not
limited to; preparing and drawing digital floor-plans, merchandising recommen-
dations, de-merchandising recommendations, and final clean-sweep recom-
mendations.

BrandPartners’ Program Office was fully responsible and accountable for the
entire conversion program.

In summary, BrandPartners;

•	   produced all of the merchandising product requirements that were as-
     certained and assembled from the data obtained from the site surveys.

•	   provided all of the logistics and warehousing requirements for the project.

•	   provided all of the installation services for the project.

In addition to the conversion program, BP provided on-going production sup-
port, customer service support, and on-going inventory management for Wells
Fargo after the completion of the conversion program.




                                         bringing your branch network together as ONE
REGIONS BANK
                                                                   REGIONS BANK




                 TH R IVE.
                  TH R IVE.
                                                                                                             RTH C                                                                                  AR K A
                                                                                                           NO                                                                                    OF

Regions Bank                                                                                          F           A
                                                                                                                                                                                           E




                                                                                                                                                                                                                                   N
                                                                                         STATE O




                                                                                                                                                                                 T
                                                                                                                                                 RO




                                                                                                                                                                                                                                    SA
                                                                                                                                                                              STA
                                                                                                                                                   LINA




                                                                                                                                                                                                                                           S
union Planters bank Acquisition                                                                   E                                                                                   E




                                                                                                                                               K
                                                                                            R




                                                                                                                                                                                                                                    K
                                                                                                                                                                                 R
                                                                                                      GI                                         N                                         GI                                         N
                                                                                                                O N S BA                                                                               O N S BA
                                                                                  seal    Outline map of North Carolina
                                                                                          Pine cones (representing the Pine (State tree))                              seal    Outline map of Arkansas

                                                                                          Plott Hound (hunting dog, originated about 1750, only breed native                   Fiddle (associated with Arkansas folk music and culture)
                                                                                          to the state)                                                                        Apple blossom (State Flower)




                                                                                  images Sign post at corner of Main St. and Front St., house with picket fence, NC
                                                                                          Cape Hatteras National Seashore, North Carolina, USA
                                                                                                                                                                       images State Capitol Building
                                                                                                                                                                               View from Petit Jean Mountain of surrounding countryside,
                                                                                                                                                                               Petit Jean State Park, Arkansas, USA




P R Oj E CT S C O P E
                                                                                                                            Environmental Graphics         JUNE 2003                                            Environmental Graphics     JUNE 2003




Convert 850 branches in the Southeast and South-Central market from union
Planter’s (uPB) to Regions Bank (RB). The project was completed in less than
18 months, which included, but was not limited to; branch surveys, design/de-
sign development/engineering, production, and implementation.

The program was split out by region and was implemented in three independent
phases (West, Central and East). BP’s Program Office was fully responsible and
accountable for the entire conversion program.

B R A N D PA R T N E R S ’ S C O P E
BrandPartners (BP) developed and delivered a turnkey program to convert all of
the interior communications and compliance information for the merger.

The initial phase consisted of BP preparing and documenting site survey infor-
mation for all of uPB’s 850 branch locations, which included, but was not limited
to; preparing and drawing digital floor-plans, merchandising recommendations,
de-merchandising recommendations, and final clean-sweep recommendations.

In summary, BrandPartners;

•	   provided all of the concept design, final design, development and engi-
     neering for the new merchandising program
•	   produced all of the merchandising product requirements that were ascer-
     tained and assembled from the data obtained from the site surveys
•	   provided all of the logistics and warehousing requirements for the project
•	   provided all of the installation services for the project




29 |
TNation-
                TH R IVE.
SunTrust Bank
national Commerce
financial Corporation Acquisition

P R Oj E CT S C O P E
Convert 450 branches in the Southeast and Mid-Atlantic market from National
Commerce Financial Corp. (NCF) to SunTrust Bank (SB). The project was
completed in less than 4 months, which included: branch surveys, design/design
development/engineering, production, and implementation.


B R A N D PA R T N E R S ’ S C O P E
BrandPartners had previously designed, developed and implemented a branch
proto-model for SB, which included: branch design, communications program,
merchandising program, millwork, and signature components.

BP developed/delivered a turnkey program to change out all of the interior commu-
nications and compliance information for the conversion. BrandPartners’ Program
Office was fully responsible and accountable for the entire conversion program.

The initial phase consisted of BP preparing and documenting site survey
information for all of NCF’s 450 branch locations, which included: preparing and
drawing digital floor-plans, merchandising recommendations, de-merchandising
recommendations, and final clean-sweep recommendations.

In summary, BrandPartners;

•	   provided all of the concept design, final design, development and engineering
     for the new merchandising program
•	   produced all of the merchandising product requirements that were
     ascertained and assembled from the data obtained from the site surveys
•	   provided all of the logistics and warehousing requirements for the project.
•	   provided all of the installation services for the project

In addition to the NCF conversion, BP has managed the implementation and the
‘roll-back’ of the protomodel components into more than 300 legacy SB branches.
In addition to other design initiatives, BrandPartners continues to manage the
production of residual merchandising for the SB footprint.




                                       bringing your branch network together as ONE
ConTACT uS:
     10 Main Street | Rochester, NH 03839 | 800.732.3999 | www.brandpartners.com




Information, material, and designs in this document are proprietary to and owned by BrandPartners Retail, Inc. and may
not be disclosed to any third party, reproduced, posted on a global computer information network, or distributed in any-
way without the written consent from BrandPartners Retail, Inc. © 2009 BrandPartners Retail, Inc. All rights reserved.

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BrandPartners Network One

  • 1. network ONE bringing your branch network together as one
  • 2. on E brand on E experience ON e network network ONE
  • 3. Introduction Program Overview network ONE One Network Experience Your network has grown. Now it needs to work as ONE. ONe Brand Transform your network to create a unified brand projection. ONe experience Establish a consistent experience from branch to branch. ONe Network Implement a tiered strategy across your network. BrandPartners offers holistic solutions to bring your network together as ONE. from left to right: Sovereign Bank, SunTrust, The Provident Bank, National City Bank 1|
  • 4. TH R IVE. Introduction Goals network ONE Program Goals A unique customer experience features sustainable and cost-effective design elements An authentic expression of the brand translates into a brand that customers can see, feel & touch A holistic toolkit of signature elements simplifies customer interaction and maximizes sales An exterior & interior communication capability leverages entire branch asset A flexible and modular system accommodates operational efficiencies, implementation requirements and the need to evolve over time An environment that clearly differentiates your network from the competition in existing and acquired locations bringing your branch network together as ONE
  • 5. Introduction The Challenge Merger, Acquisition, Growth In today’s changing financial industry, one faces the questions: How does a merger affect my potential and existing client base? My brand? My branch? Some things to consider when undertaking a merger or acquisition include: n analysis of markets and branch performance n assessment of real estate and physical branch conditions n standardization of signage and merchandising n strategic branch interior and exterior rebranding n introduction of signature/modular components to support customer engagement activity n logistics planning n branch-level staff engagement training Bank of America 3 |
  • 6. TH R IVE. Introduction The Solution network ONE Program Goals network one. It’s where brand and experience come together. It’s a platform that provides a consistent, branded experience in every one of your branches. Our turn- key, scalable branch rebranding process takes all aspects of your branch network into consideration. The task can seem daunting, but with the proper partner to guide the way, even the most complicated merger can go smoothly, bringing the network into alignment. network one is a unique program to rebrand and revitalize your branches, provid- ing your customers a single experience across your entire retail network. network one allows you to make a consistent statement of: n who you are n how you want to engage your customers n how you want your customers to remember you network one is a turn-key solution – BrandPartners does the heavy-lifting, and is accountable for successful implementation without interrupting your branches’ regular business activity. Comerica bringing your branch network together as ONE
  • 7. 5 |
  • 8. methodology (from top left, clockwise) Rocky Mountain Bank, Sovereign Bank, Bank of America Comerica Bank, First Federal Savings Bank, Integra Bank bringing your branch network together as ONE
  • 9. Methodology the 4 ds Methodology BrandPartners follows a focused and deliberate gathering of operational fac- tors to firmly establish the logistics of this program. Based on conceptual direction, we create a distinct customer experience that delivers the brand prom- ise into all levels of the branch, remodels and design implementation. We accomplish these tasks in four distinct phases: n DISCoveR the business, brand and design essentials that will introduce and propel your presence into the existing retail marketplace n DeFIne the design application methodology to support the implementation of a distinct customer experience n DeSIgn and refine the key program elements as modular program compo- nents for export to the existing branch network n DelIveR a holistic, turnkey approach that integrates internal and external partners in the execution of branch renovation and rebranding initiatives our methodology strives to align with and support your specific needs and de- liverables. The following is provided to detail our thinking and our approach and articulates how BrandPartners intends to add value beyond your expectations. Discover our holistic 4 D approach provides a cycle Defne Deliver of continuous improvement. The program is continually refined based on feedback and findings to perfect future implementation. Design 7 |
  • 10. Discover TH R IVE. In the discovery phase, a BrandPartners team composed of strategists, analysts and designers will gather information that is crucial to developing a feasible, timely solution to meet your goals. We will conduct a discovery session with appropriate team members and any strategic partners (as appropriate), to include senior mem- bers of the following bank functions: n Retail sales/LOBs n Marketing and communications n Real estate n Branch operations n IT n Security n Human resources/training During this phase, we also take measures to: Evaluate existing brand and prototype standards Analyze branch visibility high/low profile, exposure, local competition Examine branch performance – deposit value, transaction volume, opportunity for growth Review branch conditions and efficiency – opportunity for improvement This facilitated, participatory meeting will allow us to: n qualify and challenge assumptions about your bank’s brand positioning n gain an understanding of your business strategy and branch operating model n understand your customer and product segmentation strategies n gain insights about best practices and lessons learned in relation to your branch locations n prioritize key ROI components bringing your branch network together as ONE
  • 11. Methodology The 4 Ds Discover (continued) BrandPartners will assess architectural assets and rate branch conditions by conducting a comprehensive branch fitness and retail readiness audit for each individual branch office. These audits will include: n evaluation of the general fitness of the retail facility n complete interior and exterior digital photography, rating the following elements to determine the fitness as to appearance, condition and general utility in the branch environment: vertical surfaces; floor coverings; ceilings; lighting, windows/window treatments; regulatory considerations (including ADA); teller area; customer service area, teller queue line and check-writing casework surfaces, break room; rest rooms; ATM areas; signage; parking areas; traffic patterns; drive-up areas; entry/exit ways; and merchandising/POS opportunities n soliciting branch-level insight as part of the staff engagement process n drafting floor plans of existing conditions n uploading analysis findings to iPartnerstm project management portal for client access n preparing a final, consolidated report of the data obtained during the audits Define The BrandPartners team will assimilate and translate the findings in the Discover phase and will subsequently: n present a Brand Blueprint - a disciplined plan that translates the intended brand perception into the physical space of the branch n map the customer journey and develop key engagement zones n begin to draft branch appearance standards, which will be distributed in the branch immersion staff engagement process during the rollout n recommend investment levels via a decision-tree matrix, matching branches to recommended enhancement types 9 |
  • 12. Define (continued) Branch Enhancement Tiers Tier 1 - refreSh Tier 1 Modular brand elements and environmental merchandising + Signage ATM Surrounds Core merchandising components Information / compliance-specific signage Branch immersion staff engagement / training Removal of unapproved / off-brand elements Tier 2 - renew Tier 2 Fit and finish Enhancement Types Type 1 plus recommended combination of: + = ONE Patch and paint Signature components Hosting area furniture Retail window displays Tier 3 - refurbiSh Tier 3 Atmospheric branding Types 1 and 2 plus recommended combination of: + Furniture systems Wall color / covering Carpet / tile Ceiling / lighting New teller line Tier 4 - remoDel Tier 4 Architectural / operational branding Tiers 1-3 plus more extensive renovations + which may include: Rework of architectural floor plan New millwork elements Reconfiguration of offices Re-routing of traffic flow bringing your branch network together as ONE
  • 13. Methodology The 4 Ds Design Based on the approved platform developed in the Define stage, BrandPartners will present concepts for a branch synchronization strategy. This includes modular components, exploratory color palettes, materials and finishes for a full concept store. That will become the ‘kit of parts’ to be integrated into the various branch types. From there, a decision-tree matrix is further refined with actual pricing, allowing you to make branch-by-branch program modification decisions. For the chosen concept, BrandPartners will then: n make revisions based on client feedback n design and provide options for lighting, signage, merchandising and millwork n finalize color palettes, finishes and materials n design a storefront version n determine, design and present for approval the program elements to be “exported” to the various levels of renovation n submit final decision tree matrix for approval To complement our own expertise in sustainable design, we will engage LEED consultants as needed to create a cost-effective, holistically designed green environment. Deliver BrandPartners’ delivery model is about providing holistic solutions with an empha- sis on accountability, flexibility and performance. We will: n provide an accessible single point-of-contact n organize and manage weekly meetings to communicate scheduling and address items needing attention 11 |
  • 14. Deliver (continued) n detail and manage an effective phasing and scheduling program to mitigate disruption to existing branch operations, provide daily communi cation between project managers, site superintendents and general contractors n coordinate all site activities, construction, millwork, furniture, merchandising, environmental graphics and digital programs n deploy trained field teams that will be well-versed in the design intent, ensuring consistency across the network n provide continuous site cleanliness (interior and exterior) to protect your operating business, employees and customers n finalize projects on-time and on-budget In addition, BrandPartners will provide an inclusive staff engagement training pro- gram (“branch immersion”) designed to: n motivate your branch staff and encourage them to be brand advocates, exhibiting behaviors consistent with delivering the desired customer experience n teach staff to use the new environment to start conversations with customers n establish expectations in terms of overall on-stage branch appearance standards – cleanliness, decorations, marketing, organization, etc. In the interest of continuous improvement and providing solutions that stand the test of time, BrandPartners will: n host a project wrap-up meeting with a lessons learned exercise n conduct a client satisfaction survey with your retail management team n conduct a Post Occupancy Evaluation (POE), with a focus on measuring back to the original program objectives n recommend future program adjustments based on findings of the POE bringing your branch network together as ONE
  • 15. 13 |
  • 16. the steps (from top left, clockwise) Flagstar Bank, Viking Bank, 1st Advantage FCU National City Bank, MidCoast FCU, SunTrust Bank, bringing your branch network together as ONE
  • 17. TH R IVE. The Steps Getting started Ideation Workshop The purpose of this phase is to gain further understanding of the current state of your brand vision, help develop your business plan, outline annual sales goals, and articulate sales and marketing approaches in order to establish a clear communication platform. We will conduct in-depth discussion sessions with key members of your senior staff to explore the following topics: n brand positioning, strategy, market vision, mission and any major market challenges n key business objectives underlying your marketing initiatives n plans for overall growth and expansion n distinguishing characteristics of the branch network, products and services n branch culture and core values n varied customer experiences n target audiences/customers and prospects n traditional/non-traditional competitions Integra Bank 15 |
  • 18. TH R IVE. The Steps Getting Started Key Areas AS S E S S M E N T of Real Estate & Branch Conditions The combined retail network is one of your largest assets and foundation for growth. BrandPartners will capture critical branch information, providing recom- mendations for establishing baseline conditions and location criteria. • assess physical conditions of each branch • capture interior and exterior photography • create electronic floor plans of branch footprint • recommend changes or improvements to meet desired standards • evaluate the retail-quality of the real estate A N A LyS I S of Markets & Branch Performance All networks have branches and markets that have more potential than others. Through data analysis, BrandPartners will define: • common criteria for evaluating all branches • overlaps or gaps in the footprint • underperforming branches • most profitable customers • markets with the most potential for growth bringing your branch network together as ONE
  • 19. TH R IVE. The Steps Getting Started Key Areas (continued) STA N DA R D I z AT I O N of Signage & Merchandising Consistent use of branding components inside and outside of your branches conveys a stable image and provides a foundation to propel future growth. We will design and implement solutions to standardize signage and merchandising components network wide. Elements and areas to be included are: • merchandising • point-of-sale materials • regulatory compliance • wayfinding • drive-up branding • exterior signage • ATM signage R E F u R B I S H M E N T of Branches Bring existing branches into alignment by re-evaluating their layout, message placement and decor. It can be as simple as a new coat of paint, or as involved as a complete remodel. We have talented design and project management profes- sionals to successfully guide you through every job, no matter how big or small. • paint, carpet, tile and finish materials • space planning • furniture systems • lighting • signature components • evaluation of architectural floorplan 17 |
  • 20. TH R IVE. TH R IVE. The Steps Getting Started Key Areas (continued) A LI g N M E N T of Cultures & Messaging Identifying and aligning the brand attributes and personality of the combined organization will establish a platform for aligning the culture and messaging across all channels. • developing a Brand Blueprint to use as a filter for all touch points • defining the desired branch experience (for customers and employees) • establishing a retail messaging strategy that is consistent across the footprint • proactive brand delivery that indexes branch performance R E T E N T I O N of Accounts & Employees Maintaining existing account relationships and employees is critical during the merger process. Engagement training will increase the confidence level of employees that you value both their loyalty and the loyalty of the customers • customer engagement optimization • employee and account loyalty programs • brand ambassador training • communication strategy development • tools to assist in cross-selling to expand relationships M&T Bank bringing your branch network together as ONE
  • 21. TH R IVE. The Steps The results Success BrandPartners has positively impacted over 36,000 financial store lo- cations. Our holistic approach has been designed to enhance every aspect of the customer experience and make our clients’ brand promises a reality. Our team is a focused group of dedicated professionals who pro- vide the passion for quality and excellence that has become the hallmark of a BrandPartners relationship. More than a vendor, we consider ourselves stake- holders, fully invested in the ongoing success of each and every program we implement. Our commitment to innovation and service quality has allowed us to build and retain an impressive client base consisting of tier one, mid market and community banks. Our ability to listen and react in real time with solutions that get results is why BrandPartners has been responsible for many of the major conversion roll- outs in recent years. By teaming with BrandPartners, you will be shown a map that plots a course to help you achieve success in your retail bank environment. In the end, our method- ology, process and resulting designs will provide you with: n A holistic toolkit of signature elements that will simplify customer interaction and maximize sales potential n An exterior and interior communication capability that leverages the entire branch asset across any new footprint n A flexible and modular system that accommodates operational efficiencies, implementation requirements and the need to evolve over time n An environment that truly differentiates your brand from the competition 19 |
  • 22. TH R IVE. TH R IVE. The Steps The Value Add Industry Leaders AC C O u N T M A N Ag E M E N T BrandPartners has tremendous depth in its merchandising and retail communica- tions business unit. The group consists of approximately 65 full-time employees. The team is spread across implementation, strategic services, design and development, engineering, account and program management, client services, IT, distribution, quality, and procurement. Dedicated Team Led by seasoned Senior Account Executives, a knowledgeable and ambitious team with extensive experience in delivering strategic retail communications solutions that work on your account. Bench Strength In addition to Senior Level Account Management, a dedicated Program Imple- mentation Manager and Program Coordinator will be assigned to your account to fulfill daily client needs and requests. This support team is empowered to estab- lish multi-disciplined project solutions determined by client needs and objectives. Required skill sets are then leveraged from within the entire company for a given assignment. These resources can be pulled from Logistics Planning, Services, Information Management, graphic Design, Product Design, Design, Furniture Solutions, Field Services, Digital Program Management, Analysis Services, Instal- lation Services, etc. Continuous Communication We believe that regular communication is paramount to ensuring that we meet and exceed the required aspects of each program we manage. Daily internal meetings, weekly initiative-specific pull-ups and (minimally) weekly client team conference calls are an integral part of any project’s success. To this end, the BrandPartners team will be readily accessible and in regular communication with clients. bringing your branch network together as ONE
  • 23. TH R IVE. The Steps The Value Add Industry Leaders (continued) Availability BrandPartners has a dedicated Program Office, providing customer support 8AM – 5PM, EST Monday through Friday (extended hours may be provided as required). Managing Account Personnel and Program Managers are at our cli- ent’s disposal whenever necessary – only a cell phone call away. Program team members are available through their direct line extensions at their desks, via our toll-free phone number (1.800.732.3999) and of course, by individual email cor- respondence. E NTE R PR ISE R ESOu RCE PLAN N I Ng BrandPartners uses a robust, state-of-the-art, and fully integrated ERP solution to manage our clients’ merchandising and communication needs. In addition, we have developed a web portal that facilitates management of the total branch net- work. The web portal is available to our clients for their reference, product requests, communications, planning and overall message placement and management. The portal also allows campaign and distribution management. Content, access and information contained in this portal can be customized according to our clients’ specific needs. LO g I ST I C S P L A N N I N g BrandPartners will provide support for kitting, shipping and training field services resources anywhere in the uS. We have a field services group on staff comprised of logistics experts, Project Managers and field service technicians. For small- scale implementation programs we will manage and staff the entire scope of work utilizing our own internal resources. For large-scale implementations, we supplement our teams with a nationwide network of certified and trained resources with our vendor-partners. BrandPartners supervises all vendor-partners to ensure quality is maintained, punch-list items are minimized and overall schedules are maintained. 21 |
  • 24. TH R IVE. TH R IVE. The Steps The Value Add Industry Leaders (continued) Q uA LI T y AS S u R A N C E For our hard goods, millwork and fabricated materials, BrandPartners has a dedicated team of engineers and quality control experts who manage our in-house assemblies. Qualified manufacturing partners deliver high quality products that will exceed our clients’ expectations. Before a new item is fully produced, our in-house team carefully reviews all design details, searching for value engineer- ing opportunities, strength, durability testing and ease of assembly for the entire program. First article products are thoroughly tested on-site to ensure our rigorous stan- dards are met. Standard products are tested on a regular basis when received into our warehouse. In addition, we have on-staff printing experts who work hand-in-hand with off-site printing facilities to ensure all end product is of the highest possible quality; this includes press checks, ink draw downs, proof and sample review, and durability testing. bringing your branch network together as ONE
  • 25. TH R IVE. Bank of America fleet Acquisition P R Oj E CT S C O P E Convert 1500 branches in the NE market from Fleet Bank (FB) to Bank of America (BOA). The project was completed in less than 6 months, which included, but was not limited to; retrofit design, branch surveys, production, and implementation. B R A N D PA R T N E R S ’ S C O P E BrandPartners had previously designed, developed and implemented a new, robust merchandising program for FB, which included a merchandising program and a compliance solution. BrandPartners developed and delivered a turnkey program to rework all of the inte- rior communications and compliance information for the conversion. We applied our knowledge of the FB program to develop and provide a cost-effective, and quick- to-market conversion program for BOA. BrandPartners’ Program Office was fully responsible and accountable. The initial phase consisted of BP preparing and documenting site survey information for all of FB’s 1500 branch locations, which included; preparing and drawing digital floor-plans, merchandising recommendations, de-merchandising recommendations, and final clean-sweep recommendations. In summary, BrandPartners; • provided all of the retrofit concept design, final design, development and engi- neering for the merchandising re-work. • produced all of the merchandising product requirements that were ascertained and assembled from the data obtained from the site surveys. • provided all of the logistics and warehousing requirements for the project. • provided all of the installation services for the project. In addition to the BOA/FB conversion, BP has managed the implementation and continues to manage the ‘roll-back’ of many new components into the BOA North- east legacy market since the conversion was completed, including environmental design initiatives 23 |
  • 26. TH R IVE. Bank of America Countrywide Conversion S E R v I C E S P R Ov I D E D Brand Strategy Program Integration Environmental Branding Program Management Architectural /Interior Design Design Application Retail Systems/Displays Space Planning/Design P R Oj E CT S u M M A Ry BrandPartners has worked with Bank of America Corporation (BAC) since the early nineties. Initiatives like the branch revitalization SMART Program (Strategic Merchandise and Refurbishment Team) and the Fleet Bank conversion firmly established BrandPartners as one of Bank of America’s key strategic partners. Managing the hardware design and deployment for all of the Eastern States made BrandPartners a natural choice when BAC was challenged with a speedy re-branding of the Countrywide Home Mortgage Offices. The primary communication goals were to bridge the challenged Countrywide Brand to the strength and stability of the BAC brand by effectively promoting Bank of America’s home mortgage product and services. With only seven months until turn-over and a firmly established budget, cost containment and speed to market were critical factors in the program’s design and execution. S O Lu T I O N Discovery (Phase One): up front strategic development quickly became the foundation to the program’s success. Extensive site visits, store analysis, facilitated discussion, and interviews were employed by BrandPartners to better understand the existing Countrywide Experience. understanding critical nuances of the life of the BAC Home Mortgage lending process was of utmost importance. The space differs greatly from a banking center as there are no traditional teller lines, drive-ups or cash available on site. Areas evaluated were: the current (and desired) retail experience, all point of sale , communication needs, associate sales tactics, as well as various architectural assets. bringing your branch network together as ONE
  • 27. TH R IVE. Bank of America Countrywide Conversion (continued) Define (Phase Two) BrandPartners developed Customer Experience zones, weighing unique activities such as making payments, private consultations, defining how customers enter the space, work with mortgage loan officers and transition to consultation rooms. Design (Phase Three) Working under an extremely tight deadline based on conversion initiatives, BrandPartners Strategy, Design and Engineering teams collaborated to define the desired future state of Bank of America Home Loans. It was especially challenging to carry the Master BAC design into the space as a distinct yet separate look and feel for the new Mortgage Division. The end result was a cohesive family of wall frames, entrance signage, counter displays, payment covers and transition area signage to harmonize with architectural assets and furniture systems already in place. Deliver (Phase Four) The battle cry soon became: “7 months cradle to grave”… all required site analysis, site recommendations, program forecasting and estimating netted in the design, engineering, and manufacturing of 18,000 display faces, 12,000 pockets incorporating 20 tons of acrylic, 4 acres of steel and 10,000 pounds of paint powder for 2,200 nationwide stores. In collaboration with the Banks’ West Coast partners, BrandPartners completed the deployment under budget and ahead of schedule. 25 |
  • 28. H&R Block olde Acquisition P R Oj E CT S C O P E Transform 300+ H&R Block locations from a traditional tax preparation com- pany to a financial provider offering investments and mortgages along with tax preparation services via the acquisition of Olde Discount Brokerage. B R A N D PA R T N E R S ’ S C O P E BrandPartners (BP) developed and delivered a turnkey program to fit-out the interior spaces to reflect H&R Block’s transformation from a traditional tax preparation company to a multifunctional financial provider. BrandPartners pro- vided design, production, delivery, and program management services for all construction, millwork, furniture, merchandising and interior signage solutions. The initial phase consisted of BP preparing and documenting site survey infor- mation for all of H&R Block and Olde locations (300 sites, 75 of which were completed in less than 90 days), which included, but was not limited to; preparing and drawing digital floor-plans, design application services, millwork and furniture recommendations, construction documentation, general merchandis- ing recommendations, interior communications plan, and interior signage. In summary, BrandPartners; • provided complete design, development and engineering for all millwork, signage, merchandising, flooring, furniture, lighting and finish schedules. • provided an in-store conversion program that transitioned the current Olde and H&R Block locations into permanent full-service financial centers. • provided all management, sourcing, and logistics services required to produce the product for all 300 stores. • provided all construction management and installation services. bringing your branch network together as ONE
  • 29. TH R IVE. Sovereign Bank iCb merger P R Oj E CT S C O P E Convert 135 branches in the NyC market from Independence Community Bank (ICB) to Sovereign Bank (SB). The project was completed in less than 3 months, which included, but was not limited to; branch surveys, solutions design/devel- opment/production, and implementation. BrandPartners’ Program Office was fully responsible and accountable for the entire conversion program. B R A N D PA R T N E R S ’ S C O P E BrandPartners (BP) developed and delivered a turnkey program to convert all of the interior communications and compliance information for the merg- er. The initial phase consisted of BP preparing and documenting site survey information for all of ICB’s 135 branch locations, which included: preparing and drawing digital floor-plans, merchandising recommendations, de-merchandising recommendations, and final clean-sweep recommendations. In summary, BrandPartners; • converted the existing ICB merchandising program into a SB compatible program • provided complete design, development and engineering for the new merchandising program • produced all of the merchandising product requirements that were ascertained and assembled from the data obtained from the site surveys • provided all logistics and warehousing requirements for the project • provided all installation services for the project • continues to provide post-install support and customer services for all of SB • developed online web tools to support invoicing, warehousing and product approval 27 |
  • 30. TH R IVE. Wells Fargo norwest merger/Acquisition P R Oj E CT S C O P E Convert over 1000 branches to the Wells Fargo (WF) brand. The program was implemented over 15 months. B R A N D PA R T N E R S ’ S C O P E BP developed and delivered a turnkey program to convert all of the interior communications and compliance information for the conversion. The initial phase consisted of BP preparing and documenting site survey in- formation for all of NW’s 1000+ branch locations, which included, but was not limited to; preparing and drawing digital floor-plans, merchandising recommen- dations, de-merchandising recommendations, and final clean-sweep recom- mendations. BrandPartners’ Program Office was fully responsible and accountable for the entire conversion program. In summary, BrandPartners; • produced all of the merchandising product requirements that were as- certained and assembled from the data obtained from the site surveys. • provided all of the logistics and warehousing requirements for the project. • provided all of the installation services for the project. In addition to the conversion program, BP provided on-going production sup- port, customer service support, and on-going inventory management for Wells Fargo after the completion of the conversion program. bringing your branch network together as ONE
  • 31. REGIONS BANK REGIONS BANK TH R IVE. TH R IVE. RTH C AR K A NO OF Regions Bank F A E N STATE O T RO SA STA LINA S union Planters bank Acquisition E E K R K R GI N GI N O N S BA O N S BA seal Outline map of North Carolina Pine cones (representing the Pine (State tree)) seal Outline map of Arkansas Plott Hound (hunting dog, originated about 1750, only breed native Fiddle (associated with Arkansas folk music and culture) to the state) Apple blossom (State Flower) images Sign post at corner of Main St. and Front St., house with picket fence, NC Cape Hatteras National Seashore, North Carolina, USA images State Capitol Building View from Petit Jean Mountain of surrounding countryside, Petit Jean State Park, Arkansas, USA P R Oj E CT S C O P E Environmental Graphics JUNE 2003 Environmental Graphics JUNE 2003 Convert 850 branches in the Southeast and South-Central market from union Planter’s (uPB) to Regions Bank (RB). The project was completed in less than 18 months, which included, but was not limited to; branch surveys, design/de- sign development/engineering, production, and implementation. The program was split out by region and was implemented in three independent phases (West, Central and East). BP’s Program Office was fully responsible and accountable for the entire conversion program. B R A N D PA R T N E R S ’ S C O P E BrandPartners (BP) developed and delivered a turnkey program to convert all of the interior communications and compliance information for the merger. The initial phase consisted of BP preparing and documenting site survey infor- mation for all of uPB’s 850 branch locations, which included, but was not limited to; preparing and drawing digital floor-plans, merchandising recommendations, de-merchandising recommendations, and final clean-sweep recommendations. In summary, BrandPartners; • provided all of the concept design, final design, development and engi- neering for the new merchandising program • produced all of the merchandising product requirements that were ascer- tained and assembled from the data obtained from the site surveys • provided all of the logistics and warehousing requirements for the project • provided all of the installation services for the project 29 |
  • 32. TNation- TH R IVE. SunTrust Bank national Commerce financial Corporation Acquisition P R Oj E CT S C O P E Convert 450 branches in the Southeast and Mid-Atlantic market from National Commerce Financial Corp. (NCF) to SunTrust Bank (SB). The project was completed in less than 4 months, which included: branch surveys, design/design development/engineering, production, and implementation. B R A N D PA R T N E R S ’ S C O P E BrandPartners had previously designed, developed and implemented a branch proto-model for SB, which included: branch design, communications program, merchandising program, millwork, and signature components. BP developed/delivered a turnkey program to change out all of the interior commu- nications and compliance information for the conversion. BrandPartners’ Program Office was fully responsible and accountable for the entire conversion program. The initial phase consisted of BP preparing and documenting site survey information for all of NCF’s 450 branch locations, which included: preparing and drawing digital floor-plans, merchandising recommendations, de-merchandising recommendations, and final clean-sweep recommendations. In summary, BrandPartners; • provided all of the concept design, final design, development and engineering for the new merchandising program • produced all of the merchandising product requirements that were ascertained and assembled from the data obtained from the site surveys • provided all of the logistics and warehousing requirements for the project. • provided all of the installation services for the project In addition to the NCF conversion, BP has managed the implementation and the ‘roll-back’ of the protomodel components into more than 300 legacy SB branches. In addition to other design initiatives, BrandPartners continues to manage the production of residual merchandising for the SB footprint. bringing your branch network together as ONE
  • 33. ConTACT uS: 10 Main Street | Rochester, NH 03839 | 800.732.3999 | www.brandpartners.com Information, material, and designs in this document are proprietary to and owned by BrandPartners Retail, Inc. and may not be disclosed to any third party, reproduced, posted on a global computer information network, or distributed in any- way without the written consent from BrandPartners Retail, Inc. © 2009 BrandPartners Retail, Inc. All rights reserved.