Today, brand consistency is crucial to any professional services firm. How to ensure your branding and corporate materials are respected across the firm? This is the question we answered during a business breakfast held by UpSlide UK, featuring Citi Private Bank, KPMG and Clarksons as insight leaders.

1. H O W P R O F E S S I O N A L
S E R V I C E S L E A D E R S C A N
E N S U R E F I R M - W I D E
B R A N D C O N S I S T E N C Y
26TH FEBRUARY 2019
HOW PROFESSIONAL SERVICES LEADERS CAN ENSURE FIRM-WIDE BRAND CONSISTENCY | 26TH FEBRUARY 2019| 1

2. | 2
Rob Jones
CEO, UK

3. | 3
Agenda
8.45 – 9.00 Introduction keynote – Rob Jones, CEO UK - UpSlide
9.00 – 9.20 Best practices – Ensure branding and corporate materials
are respected across the firm
Charlotte Leboucher, Head of
Communications - UpSlide
9.20 – 10.00 Insights from industry leaders and panel discussion
Ben Roberts – Head of Innovation EMEA, Citi Private Bank
Beverley Lowry – Brand Graphics, KPMG
Samantha Cottle – Marketing Director, Clarksons

4. | 4
Charlotte Leboucher
Head of Communications

5. | 5
Best practices
How to ensure your
&
are respected
across your firm?
BEST PRACTICES FOR BRAND CONSISTENCY

6. | 6
Consistency is everything
BEST PRACTICES FOR BRAND CONSISTENCY
Ensures customers get a
reliable experience
Powerful shorthand
for your firm’s
style and approach
Helps you to steal a
march on your
competitors

7. BEST PRACTICES FOR BRAND CONSISTENCY | 7
Before After

8. 8
4 best practices to ensure it
1.
Identify the
off-brand
3.
Empower the
teams
Leverage a
centralised
platform
2.
Conduct
change
management
4.
BEST PRACTICES FOR BRAND CONSISTENCY

9. | 9
1. Identify the off-brand
BEST PRACTICES FOR BRAND CONSISTENCY

10. | 10
1. Identify the off-brand
Templates / slides
Logos / Icons / visualsDisclaimers / Legal mentions Graphic elements / charts
k$ 2011 2012 2013
USA 9,00 10,80 12,00
France 4,00 4,80 6,00
U.K. 12,00 14,40 10,00
Others 1,00 1,20 4,00
Total 26,00 31,20 32,00
Branded documents Fonts / colors
BEST PRACTICES FOR BRAND CONSISTENCY

11. 11
4 best practices to ensure it
1.
Identify the
off-brand
3.
Empower the
teams
Leverage a
centralised
platform
2.
Conduct
change
management
4.
BEST PRACTICES FOR BRAND CONSISTENCY

12. | 12
2. Leverage a centralised knowledge
management platform
Don’t multiply
the tools1
Define the
structure2
Establish a
workflow3
Maintain
100% brand
control
BEST PRACTICES FOR BRAND CONSISTENCY

13. | 13
UpSlide Branding
Branded, aesthetic content at your fingertips
BEST PRACTICES FOR BRAND CONSISTENCY

14. 14
4 best practices to ensure it
1.
Identify the
off-brand
3.
Empower the
teams
Leverage a
centralised
platform
2.
Conduct
change
management
4.
BEST PRACTICES FOR BRAND CONSISTENCY

15. | 15
3. Empower the teams
Allow for
flexible updates
Designate
brand stewards
Define
do’s and don’ts
BEST PRACTICES FOR BRAND CONSISTENCY
Use the
right tools

16. 16
4 best practices to ensure it
1.
Identify the
off-brand
3.
Empower the
teams
Leverage a
centralised
platform
2.
Conduct
change
management
4.
BEST PRACTICES FOR BRAND CONSISTENCY

17. | 17BEST PRACTICES FOR BRAND CONSISTENCY
4. Conduct change management

18. 4. Conduct change management
Focus on their
first needs
| 18BEST PRACTICES FOR BRAND CONSISTENCY
Answer their
first needs

19. | 19
Insights from industry leaders
PANEL DISCUSSION
Beverley Lowry
Brand Graphics
Ben Roberts
Director, Head of
Innovation – EMEA
Samantha Cottle
Marketing Director – Brand,
Digital and Content

20. | 20
Closing
PANEL DISCUSSION

21. Paris
9, Avenue de l’Opéra, 75001 Paris
London
Level 39, One Canada Square, Canary Wharf,
London, E14 5AB
New York
1460 Broadway, New York, NY 10036
HOW PROFESSIONAL SERVICES LEADERS CAN ENSURE FIRM-WIDE BRAND CONSISTENCY | 26TH FEBRUARY 2019
|
2
1
PANEL DISCUSSION
Paris
20, Avenue de l’Opéra, 75001 Paris
London
Level 39, One Canada Square, Canary Wharf,
London, E14 5AB
New York
1460 Broadway, New York, NY 10036