Scale to succeed: For credit unions, it’s the way forward

Credit unions—by definition member-owned, not-for-profit organizations—are charter-bound to put the interests of customers and communities first. That’s an extraordinarily powerful promise that goes far beyond mere marketing.

For customers, knowing that a financial institution is truly on your side and looking out for you is a compelling value proposition that, arguably, should be a cornerstone of a credit union’s brand. However, in today’s fast-evolving financial services landscape, that may no longer be enough for a credit union to capture and retain market share. As mainstream banks and agile, non-traditional financial technology companies (fintechs) continue to reshape the industry, credit unions must adapt to remain competitive and grow.

In our ongoing work with credit unions as well as traditional banks, Tenet Partners has identified four critical areas where credit unions can focus their efforts to scale successfully. If you’re part of the team charged with making your credit union grow, making the most of these opportunities opens the door to a new brand narrative that combines traditional credit union strengths with a bold, forward-looking point of view that can secure your place in the future of finance.

1. Lay the groundwork for scaling your credit union—and your brand

Credit unions, especially smaller ones, often struggle to match the resources of larger financial institutions when it comes to technology, marketing and product development. However, this doesn’t mean they can’t compete effectively.

To grow efficiently, make the most of what’s available to you:

  • Instead of going head-to-head, focus growth initiatives on niche markets or specialized services where you can differentiate, and make that part of your brand story
  • Forge strategic partnerships with fintechs to gain access to leading technology without massive capital investment; this can help position your brand as a leader
  • Consider mergers or collaborations with other credit unions to pool resources; a merger is a great opportunity to rebrand and raise awareness
  • Invest in solutions that can scale efficiently as you grow, such as cloud-based offerings

By finding ways to do an end run around scalability challenges—and more importantly, make them part of the conversation—you can punch above your weight class and compete with larger institutions.

2. Embrace personalization to differentiate your brand

Today’s consumers expect service providers to provide an experience that aligns with their needs and expectations: a trend set by tech-driven enterprises and embraced by fintechs, and one that’s raising the bar. For credit unions, personalization is not just a feature—it’s a necessity for attracting and retaining members, especially younger, digital-native customers who may never set foot in a branch at all. A focus on meeting members where they are can also be a powerful part of your brand story.

To build strong relationships, make personalization a central part of your brand offering:

  • Leverage AI and machine learning to analyze member data and offer tailored product recommendations
  • Implement predictive models to anticipate member needs and offer proactive solutions
  • Create personalized financial wellness programs based on individual member goals and behaviors
  • Use data analytics to customize brand communication and marketing efforts for different member segments

By offering more personalized experiences and leaning into them as part of your brand, you can deepen relationships with existing members and appeal to new ones who value individualized attention.

3. Boost member engagement to build your brand

Engagement is crucial, particularly as younger consumers—whose relationship with a credit union may exist entirely online—show a willingness to switch financial institutions. To stay at top of mind, credit unions must strengthen their brands. That means finding effective ways to build loyalty, increase product adoption, and turn members into advocates.

To show that you’re an invested, caring financial partner, stay close to your members:

  • Look beyond the technology table stakes of “me too” mobile and online banking experiences by branding around financial insights, education and interactive planning tools that help members visualize and achieve their goals
  • Use gamification elements such as dashboards and progress trackers to make financial management more engaging, especially for younger members
  • Improve the online banking experience with responsive, effective AI-driven chatbots and efficient, easy-to-use self-service account management tools
  • Strengthen the human side of your brand by fostering a culture of service, collaboration and personal relationships
  • Be present in local communities by creating programs that align with your members’ values and interests, to raise local awareness of your brand

By focusing on engagement as a key brand differentiator, you can get closer to your members and become an integral part of their financial lives.

4. Take inspiration from fintech brands

Fintechs have set new user experience standards in financial services, emphasizing simplicity, speed, and innovation. In a very real sense, they’re changing the way people think about working with money. To scale successfully, credit unions should consider adopting a similar mindset while leveraging their unique strengths to tell a brand story that stands apart.

To compete in a fast-changing landscape, create a streamlined experience:

  • Foster a culture of customer-focused innovation within your organization to continually improve and adapt, while remaining focused on member needs
  • Streamline processes to offer quick loan approvals and account openings, and use those advantages in brand communications
  • Develop intuitive, user-friendly branded digital interfaces for all your services
  • Implement features such as peer-to-peer payments, budgeting tools, and automated savings programs, and associate them with your brand
  • Explore emerging technologies such as blockchain for more efficient operations

By aligning fintech-style experiences with traditional values, you can offer the best of both worlds to your members—a unique brand value proposition that can set you apart.

The bottom line: Stay grounded as you grow

Scaling to succeed is not just about getting bigger—it’s about becoming better at serving your members and community. With the right strategies and a commitment to your brand’s core values, you can turn the challenge of scaling your credit union into an opportunity for growth, impact, and most importantly, differentiation.

The future belongs to financial institution brands that can offer the efficiency and innovation of a fintech with the trust and community focus advantages of a credit union—and tell a compelling story about why that matters for customers. By striking the right balance you can stand apart, attract new generations of members, and continue to fulfill your vital role in the financial ecosystem—and not just survive, but thrive.

The cost of rebranding

Whether to rebrand is not a decision to be made lightly.  Factors such as if your brand is setting you up for success, how much equity your brand has and if you have permission from target audiences to change all come into play. But one element that often gets overlooked are the real, tangible costs associated with introducing and maintaining a new brand. For a new company, these are simply the cost of doing business. In the case of a rebrand, however, you need to consider whether you can fully support a new brand. If not, now may not be the time for a big change.

Costs can generally be grouped into one of four categories:

  1. Creation: cost to create a brand platform, name and logo
  1. Protection: cost to file and maintain the trademark(s)
  1. Promotion: cost to build awareness and engagement with target audiences
  1. Governance: cost of ongoing, required brand management

Creation: Cost to create a brand platform, name and logo

Even the largest companies with the deepest marketing and creative benches frequently look to outside help—namely, branding agencies—when the need for a new brand arises. Once engaged, diligent agencies will follow a tried-and-tested process to take you from your starting point to a solid brand foundation.

A typical creation process begins with a robust discovery phase that may include qualitative research alone or, if budgets allow, quantitative research and social listening. The next step is a strategy phase, to develop a brand platform that can anchor all creative development and communications.

Next comes creative development, the process of generating and clearing names, including knockout IP searches, developing logo options and look-and-feel designs, and wrapping all that up in usage guidelines.

At this point, some also choose to conduct validation research, to test concepts with target audiences and refine as needed before fully launching the brand.

Protection: Cost to file and maintain the trademark(s)

If a company is fortunate enough to have a legal department capable of trademark clearance and registration, out-of-pocket costs may be kept to filing fees. If not, you are also looking at consultative legal fees. As for those filing fees, there are application fees for each trademark, name and/or logo, for a single class of goods in either the US only or internationally through the Madrid Protocol. Those costs can increase, sometimes significantly, if you are:

  • Filing in multiple classes
  • Filing in multiple countries (called “contracting parties”)
  • Not actually using the brand commercially yet (filing on an “intent-to-use basis”)
  • Missing requirements in your application  

Maintaining these trademarks brings another set of fees. In the US, every ten years you must file to show you are using the brand commercially (or explain why you are excused from doing so) as well as to renew your trademark. Similar filings are also required under the Madrid Protocol. And if, after five years of use, you want to claim “incontestable rights,” that involves another fee.

Promotion: cost to build awareness and engagement with target audiences

Promotion is, without a doubt, the costliest part of the equation. It is also where companies have the most discretion as to where, and how much, to spend. However, insufficient investment can cause a brand to wither on the vine.

When launching a new brand, there are both the implementation and launch costs as well as the year-over-year marketing spend to consider. As a point of reference, the average annual marketing budget is 9.2% of revenue according to the Fall 2023 CMO Survey

After the basic building blocks—brand platform, name, logo, look-and-feel—have been developed, usually the next step is to create a library of templates and marketing assets—such as PowerPoint presentations, brochures, product sheets, email templates, etc.

Next comes launch planning—essentially introducing your new brand and what it stands for to internal and external audiences.

You will likely also need either a new or redesigned website for your brand. Most brands only have a “brochure” site, but consumer-facing brands may also need an e-commerce component. A website may also require one-time search-engine optimization (SEO) keyword research as well as ongoing costs for hosting and maintenance, SEO monitoring and optimization and search-engine marketing (SEM).

You also may want to develop a content marketing strategy. This is all about delivering the right messages to the right audiences, in the right place, at the right time. SEM would likely be factored into this plan, creating a slight overlap in budgets. This content market strategy is in turn implemented through things like advertising, PR, thought leadership and other marketing activities appropriate for your brand.

Finally, you may choose to develop a suite of data science tools to aid marketing decision-making. Common tools include predictive/prescriptive modeling, NLP/text analytics and advanced forecasting.

Governance: cost of ongoing, required brand management

There are two aspects to governance: internal management, to ensure the materials you produce are using the brand properly, and external management, to ensure others are neither misusing nor infringing on your trademark.

Internal enforcement usually starts with an ounce of prevention in the form of employee engagement training. Often, a portion of this training is specifically targeted to a group of brand ambassadors who can help champion the brand internally and answer questions that arise. Larger, multi-office organizations frequently also opt for a brand center, a digital repository of guidelines or standards, training and assets. A brand center also requires ongoing hosting and maintenance—which can likely be bundled with website hosting and maintenance for cost savings. Brand training and brand centers are particularly helpful if you have any external partners who create content or materials for you.

For external management, some turn to active trademark monitoring. There are a variety of software and service options available, and prices vary based on how frequently you check, how in-depth the check is and how much analysis is provided.  The second part of external management that can incur costs is legal action for trademark protection. Costs can again vary widely based on what action is required, from filing a Letter of Protest with the USPTO to trying a lawsuit. One important factor to keep in mind: if you do not take action against trademark infringement, it can damage your ability to maintain that trademark.

_____  

As all of these costs make clear, the decision to rebrand is a large commitment. If there is a strong enough business case though, you may decide it is the right move for you.

The aerospace brand challenge: Competing with Silicon Valley’s disruptive influence

The aerospace industry, long dominated by established players with proprietary systems, is facing an unprecedented shift. New entrants from Silicon Valley are rewriting the rules of the game, leveraging open architectures and open-source models to drive innovation and disrupt traditional aerospace brands. This transformation isn’t just technological—it’s existential, forcing aerospace brands to rethink how they operate and differentiate themselves in an increasingly open and collaborative environment.

Historically, aerospace companies have thrived on proprietary technologies, creating “black box” systems that ensured ongoing revenue streams through long-term contracts and locked-in customers. However, much like the tech industry in the 1990s, when companies like IBM were forced to adapt to the rise of open-source software, aerospace brands must now contend with a similar wave of disruption. Silicon Valley firms are bringing a fresh mindset, using open-source principles to outpace traditional competitors in speed, flexibility and cost-efficiency.

Take Anduril, a startup from California that has already secured significant defense contracts. By combining open architectures with cutting-edge AI, Anduril has positioned itself not just as a technology provider, but as a mission-critical partner by embracing open architectures. This approach mirrors the rise of open-source software in enterprise IT, where open systems allowed new players to innovate faster and more effectively than incumbents.

For legacy aerospace brands, the implications are clear: the days of relying solely on proprietary systems to generate value are numbered. The future lies in open ecosystems, where collaboration and flexibility drive competitive advantage. This means evolving business models to focus on services, partnerships and integration, while still leveraging legacy strengths.

Brands that resist this shift in both organizational culture and business model design face the risk of becoming obsolete, outpaced by faster, more agile competitors. Aerospace companies must learn from past disruptions, applying foresight to understand how the future will demand new ways of thinking and operating. By embracing new positioning to reframe attributes that underpin their business strategy and brand personality, they can stay relevant in an industry increasingly defined by innovation and collaboration.

The challenge is not just surviving this wave of disruption but thriving in it. Brands that successfully navigate the transition will be those that redefine what it means to be a leader in aerospace, much like Silicon Valley companies have done in technology.

Let’s talk about data tolerance™

What is data tolerance™, you might ask? At its most simple, it is the type and amount of data required to facilitate decision-making within an organization. And it differs for every organization.  

When establishing the research plan that will support a brand effort, it is important to consider not only the core decision-makers, but leadership and executives, who may ultimately have to sign off on any changes … or even, just the idea that there is a need for change.  

The best brand research plans consider data tolerance, as well as research objectives and organizational resources. A combination of qualitative, quantitative and advanced analytics should be considered. Often times, an interconnected research model that incorporates elements of multiple methodologies is the best answer for any organization.  

As you begin to develop your research plan to support brand development, evolution or implementation—or work with an external agency to do the same—here are a core set of topics to think about: 

Qualitative vs. Quantitative 

While most research plans integrate qualitative and quantitative methods, there are indicators that demonstrate which is most appropriate for the task at hand. 

Qualitative research, such as in-depth interviews or focus groups, traditionally allows for more nuanced insights and the ability to explore unexpected or surprising opportunities. It’s most beneficial for conducting broader exploratory or validation, and often times may be used to fuel a bigger quantitative study by providing key themes and hypotheses to be confirmed by a larger audience.  

Quantitative research, such as an online survey, offers larger sample sizes, most often provides statistically significant and projectible data, enables longitudinal comparisons and as earlier indicated, is quite helpful for testing initial hypotheses. Additionally, because of the larger size of quantitative studies, it is easier to segment and analyze data across multiple variables (e.g., geography, function, customer type, etc.).  

Quantitative studies can also provide sufficient data—both structured and unstructured—to conduct advanced analytics, such as sentiment analysis, drivers of important organizational KPIs and brand valuation. Additionally, analyzing quantitative studies using data science techniques can provide actionable insights around marketing and brand ROI, profit by segment, high-growth products, attributes that drive growth and even predictive variables around marketing spend. In other words, brand research not only may inform brand decisions, but business decisions, as well. At a minimum, it can ensure that you are developing a brand designed to help your company meet its strategic business objectives.  

Gut decisions vs. Guided decisions 

Being realistic about how decisions are made in an organization is key for determining the most appropriate research plan. While all organizations contain institutional knowledge and market expertise, few rely solely on that knowledge to guide decision-making around brand.  

For those organizations that lean toward “gut” decision-making—relying more on that institutional knowledge and market expertise than data—qualitative research is often sufficient. Often times, we see this scenario for early-stage companies or those in unique industries with a limited universe of customers or potential customers. 

On the flip side, many organizations contain that same internal knowledge, but rely more on projectable data to make brand decisions. A detailed understanding of customer preferences, purchase-drivers, company perceptions and competitive comparisons is required either by the core brand team itself or as a tool to sell decisions to senior management. Often times, these types of organizations appear in regulated industries or have recently been part of a financial event, such as M&A or PE investment. Here, quantitative research informed by qualitative research is often the best approach.  

Short-term input vs. Long-term output 

At what point will you conduct research? Traditionally, companies use data to inform brand development by obtaining an understanding of company, customer and competitive perceptions. It may also be used to validate brand decisions, such as positioning, names, taglines or even logos. While we don’t always recommend brand validation research, as it’s difficult for non-marketers to evaluate these types of elements, those companies that are highly data-driven will inevitably require such research. Either way, both of these types of analyses are short-term in nature.  

However, research cannot only be used to inform brand, but to measure its health over time. By building in benchmark assessments of your brand, such as reputation, satisfaction or NPS, at the onset, companies are able to demonstrate how brand moves the needle over time—and adjust messages and campaigns according to shifts in the market. Brand health studies are best conducted annually with static questions that can be compared longitudinally over time. Here again, for those companies with a lower data tolerance, bi-annual studies may be more suitable.   

Whenever Tenet undertakes research for a client, we will always discuss data tolerance in advance of making recommendations. For the best results, we suggest you do the same. 

Campbell’s: Honoring the past while moving forward

An iconic name is a tremendous asset, but it can also create a real challenge when the company that bears it needs to turn the page. The Campbell’s Company seems to have gotten it right.

The Campbell Soup Company was founded in 1869 and adopted its now-familiar name in 1922. Its best-known consumer brand is practically the definition of “iconic:” the instantly recognizable red-and-white can famously immortalized by Andy Warhol in the early 1960s and TV spots that bring back fond memories of childhood, such as the melting snowman ad that ran for years.

That’s the kind of equity and name recognition that’s well worth preserving. And a week or so ago, the company made a move that did exactly that: It dropped the word “Soup” and will now be known as The Campbell’s Company.

In a mid-September letter to investors, Campbell’s CEO Mark Clouse hit the nail on the head: “This subtle yet important change retains the company’s iconic name recognition, reputation and equity built over 155 years while better reflecting the full breadth of the company’s portfolio.”

He has a point. The $9.6 billion company has been far more than a maker of soup for many years… a diversification journey that began in 1948 with the acquisition of V8. Its consumer brand portfolio now includes many other familiar American staples: Pepperidge Farm, SpaghettiO’s and Swanson to name just a few.

It’s evident that the company sees the greatest growth potential in continued diversification and expansion beyond its traditional soup – ahem – base. By changing its name, Campbell’s is telegraphing its intentions to the market and showing confidence in its future direction: a powerful message. The ongoing shift in focus towards meals (including but not limited to soup), beverages and snacks is a trend that’s not going away.

It’s an astute move that shows Campbell’s has done its homework, listened to its customers and assessed the market before making a change with strategic implications. The company has concluded – rightly – that it cannot walk away entirely from its storied name, and yet there was a clear need to make a change.

The answer couldn’t have been simpler: a non-disruptive tweak that honors Campbell’s legacy while freeing the company to pivot. There’s a clear – and compelling –  thread running through its brand story. Dare we say, the name change strikes us as Mm! Mm! Good!

The new principles for growth as seen through operations

Today marks the official launch of Tenet Partners, a brand innovation and marketing consultancy, which represents the combined entity of two established firms that joined forces earlier this year — Brandlogic and CoreBrand.

Yes, we are now presenting ourselves as one with a new name, logo, go-to-market strategy, brand voice and look and feel. We are expressing ourselves via a new personality through a verbal and visual expression that externally brings credibility and energy to our customer-centered growth strategies. But before any of this could even begin to take place, we had to take the time to evaluate the key internal components of the two separate entities that comprise what is oftentimes referred to as “the back room” or back operations of the firm and determine how to launch a successful integration process.

Any acquisition or merger regardless of how big or small requires that the daily operations continue to run seamlessly while, at the same time, a core team evaluates all operations closely to determine the best practices that will provide clients with an experience they not only expect, but deserve.

We know that how we are viewed externally is contingent upon how we operate internally. From our phone system to our email address and signature, from scoping, estimating and managing projects to billing and invoicing individually and collectively reflect upon what it is like to work with us every day. With four primary office locations from east to west that needed to be synchronized, we took a close look at a range of touchpoints that impact customer experience:

  • Finance, including financial software, budgeting, forecasting, financial reporting, billing, and AP/AR to ensure compliance, accuracy, responsiveness and flexibility. We have successfully simplified the process for both our team and our clients.
  • HR resources and competitive employee benefits/policies to ensure we retain and attract the best talent
  • Facilities and technology such as office locations, phone, IT and CRM integration to enable constant connectivity among and between locations to successfully service clients around the globe
  • Project management, tracking and scheduling to keep our team and our clients on track, on budget and on time
  • Talent and areas of expertise to instill confidence that we can deliver against our value props and customer-centered positioning. This included assessing our talent across disciplines and identifying growth opportunities.
  • Shaking up our corporate structure, transitioning from a “flat” structure to one that incorporates various levels of talent and career growth, providing our clients with expertise from vast backgrounds and branding experiences. Our new org chart fosters an interdisciplinary environment that supports a range of possibilities to help uncover unique opportunities for clients.
  • Go-to-market strategy–ensuring that our own marketing and digital content and how it applies to messaging through our pitches, website, social media, blogs, books and white papers, public relations and speaking engagements instill confidence in our staff, clients and prospects that our knowledge, experience, know-how and innovative approach will result in solutions that will help make our clients think differently about their businesses.

All of this needed to be accomplished within a set time frame, while taking into consideration how to best blend two cultures. Our emphasis is on our first applying our customer-centered business strategy with our own customers–our team members. Achieving a successful balance between what we need to do in order to be effective day in and day out by putting our team at the center of our thought processes helped to ground us in many of our decisions. The key was communicating often, and there is no such thing as communicating too often when it comes to staff. While for many of us the acquisition brought feelings of excitement, optimism, renewed energy, career growth opportunities and endless possibilities, for others there were feelings of anxiety, fear and apprehension. Recognizing and balancing the two sets of emotions was critical to our achieving success in launching our new brand.

Being new to M+As, no one could have prepared me for how integral and challenging this process would be. It is after experiencing a company integration firsthand, that I have now come to understand and appreciate the core attributes for M+A success – optimism, patience, understanding, time (allow for double the amount of time you think will be required), realistic expectations, a dedicated and committed team with a “can do” attitude and making sure that you put one of your key principles for growth at the center of all you do – your employees. While the daily operations and processes that have been identified will help our firm run smoothly, we know that our team is a unique point-of-difference and makes Tenet Partners stand out from all others.

To say that we have all of this 100 percent figured out would not be 100 percent true; it is still evolving every day. What I do know is that we are confident that we’ve built a strong brand and marketing consultancy that is running smoothly and is comprised of a team of experts who work really well together and are ready to help our clients uncover and develop customer-centered growth strategies.

Brand-led Innovation

Digital is having a profound impact on business strategy, branding and customer experience. It’s clear that organizations need to take a fresh look at how to embrace the shift. But how to innovate successfully in this highly connected environment requires more focus than ever before.

Over the past two years, I have been steeped in a broad-based management program at Harvard Business School that focuses on innovation and entrepreneurship. The experience has left a permanent imprint on my thinking about how to drive success in a rapidly changing business landscape. The primary theme is focused on making choices. The argument, achieving strategic and executional clarity requires many tradeoffs. In the works of Michael Porter and Earl Sasser, the takeaway can be summarized in one thought. ‘Business strategy’ is about choosing what you won’t do and ‘service excellence’ is about choosing what you won’t do well. It took me a bit of time to grapple with that one, but once I wrapped my head around the idea, it’s a powerful way of thinking. And, let’s face it, making choices is the toughest part of business.

So, how do leaders build better business strategies and deliver powerful customer experiences? I believe the answer is brand-led innovation.

For our firm, brand embodies key elements of business strategy, especially the articulation of competitive advantage. Every business has a strategy, whether planned or unplanned, that which at its core is a set of attributes and activities that you have decided to pursue to create distinctive value in the market. If you understand what those activities are, you have made the first step to understanding how to achieve differentiation with your brand. If you understand why customers choose you and how they think of you, you have made the second step to building and managing brand perceptions around your competitive advantage. Unfortunately, and all too often, companies are unclear about their business strategy, their brand, and how to deliver a great customer experience to the right customer. Usually, no one has stopped to look at the big picture and to do the hard job of making choices.

A central theme of innovation is how to incrementally improve or create new products or services, business processes or new employee behaviors. Increasingly, innovations come through new ways of connecting and communicating with customers using digital and related technologies. For example, something as simple as a mobile app for travelers is using a suite of digital and technology elements to redefine the customer experience. This can have a big impact on the bottom line or fall flat due to a lack of alignment to your strategy and brand.

If the innovation does not create value for the customer, it will surely be a miss. Again, more often than not, companies pursue innovations for the sake of chasing a fad, and as a result are having a hard time finding the return on those investments. The outcomes don’t produce as much value as possible because the innovations are not intrinsically or extrinsically aligned.

Enter brand-led innovation. Leaders can create strategic clarity and enhance value by creating alignment with a comprehensive branding program. Brands help people see what a company stands for, their unique capabilities and how they deliver value to customers. Most importantly, an organization gains a better understanding of what customers want, need and value through the branding process. Developing and managing a brand requires companies to look at their business strategy, study their competition and dive deep into the needs of customers. That journey ultimately involves making choices that inform strategy, defines the brand, identifies opportunities for real innovations, and drives value creation. Powerful stuff.

Organizations that are crystal clear about their strategy, their brand and their customer have the basis to ignite growth.

Put experience at the center of your brand

Brand is a set of experiences delivered, not just promises communicated. When you embark on a strategic rethink of your company’s brand it is critical to keep this in mind from the outset. It isn’t just about capturing the language of repositioning; it’s about engaging your organization to deliver a set of intended, distinctive experiences across customer touch points. This has never been more true than it is in today’s environment.

Technology is opening up new opportunities to both differentiate customer experiences and establish new or additional incentives for trial, selection and loyalty across nearly every industry. It is accepted that these changes should become factors of business strategy, but they must also be reflected in the definition of brand strategy, experience design and even corporate purpose.

Mastering the interplay of customer experience and brand strategy is becoming a crucial test for marketers. With brands built more and more through orchestrated experiences, an omni-channel review of customer experience as part of discovery is vital. Without it, no brand team can provide guidance that unifies the direction for brand communications and service delivery in ways that heighten relevance, attraction and the loyalty of customers.

Integration is the key. Only when you rise above historic patterns to integrate disciplines and processes can you create new value through a customer-experience-centered brand. In today’s digital world, isn’t it time to stop thinking about brand strategy, customer experience, and corporate purpose as related but separate disciplines?

Let me know what you think.

Photography matters when it comes to building a brand

Recently I drove by a billboard advertising a pharmaceutical and swore I recognized the woman in the ad. I can’t remember the name of the advertised drug, but I certainly remember the handsome, gray-haired woman. I couldn’t instantly place her, but I knew I’d seen her before. And then it finally dawned on me. I recognized her from many hours of searching for royalty-free stock images. I’d seen her in all sorts of situations—from boardroom meetings to intense one-on-one conversations with coworkers. And now here she was walking on the beach!

A great deal of time, effort and money is spent on building powerful, unique brands. From research and strategy to logos and websites, companies clearly understand the value in creating memorable experiences for customers. So, it makes me wonder why bland, generic stock images are becoming the norm.

As I continued to think about photography and its role in brand building, I started exploring companies that are clearly investing in creative photography and companies that are clearly NOT. I think we can learn a lot from looking at two very different brands that are certainly getting it right when it comes to their photography style.

The first is charity: water, a non-profit organization dedicated to bringing clean, safe drinking water to people in developing countries. With a truly distinctive tone, the photography charity: water uses to tell its story is authentic, captivating and always emotional. With far too many non-profits relying on user generated photos that tend to lack consistency and quality, charity: water stands out in a bold and memorable way.

The second is John Deere, an iconic brand with a long history of using photography that perfectly captures its personality. The quality of the light, the expansiveness of the landscapes and the scale of the machinery is instantly recognizable. The John Deere style is just what it should be: Strong, filled with pride and thoroughly American.

All brands should be impactful, memorable and distinctive. The right photography can certainly help get you there.

Getting the most out of employee engagement

Employee engagement has been known to be a crucial element in the success of organizations for years. The Gold Standard of research in employee engagement is The Gallup organization that has been measuring employee engagement for decades. Their research has proven the important connections between employee engagement and productivity, profitability, job satisfaction, lower health care costs, higher stock price and host of other positive factors.

It’s become a regular practice for the Human Resource departments of thousands of companies to survey periodically their employees for their levels of engagement. The surveys often measure similar factors such as the importance and level of satisfaction of the interactions between employees and managers, understanding a company’s mission or vision, willingness to refer new employees and other questions about employees’ sense of belonging and participation in the organization. Some surveys also delve into employees’ sense of connection to the company’s end customers.

Levels of employee engagement
Gallup’s 2012 State of The American Workplace survey revealed that of the estimated 100 million people who are employed full-time, “30 million (30%) are engaged and inspired at work…5 million (50%) American workers are not engaged, just being present…and at the other end…roughly 20 million (20%) are actively disengaged…spreading discontent.” If you were to graph these figures, it could appear as a classic Bell Curve.

Certainly, levels of engagement differ by industry, by employee age and demographic, and by geography. Some sectors, such as service companies often rank higher in levels of engagement than those employees in industries where there is little interaction between them and customers.

However, at the heart of it, I believe, Gallup’s employee engagement measurements concentrate primarily on the “present-ness” of employees. That is, when they are at their job, are they “present” in the moment—concentrating on their tasks, aware of their complex interwoven connections with their co-workers, cognizant of their impact on their customer’s or clients’ experience with the organization. In Gallup’s definition of engagement, think of gears that are engaged in a clock, each spinning in harmony to power the hands turning the dial. Or in a car’s transmission, when the gears transfer the power of the engine to the wheels to create motion. Engagement is as much mental action as it is about physical action.

Living the brand on their own terms
However, employees’ actions are also a human and personal representation of a company’s brand. Whether in the retail service industry, a company’s call center, B2B sales, or even those employees who only interact with other employees, how deeply employees are engaged with their brand—and how they demonstrate their brand through their behavior—has a huge impact on the successful integration of the brand into the organization.

Employees who are actively engaged with their company’s brand are a critical link in the success of the organization. Because through their behaviors and actions every day, they help differentiate the brand experientially for customers and each other.

Over the past 20 years, I have worked with nearly 100 companies, many in the Fortune 1500, to launch their new brands internally to their employees. Methodologically, the employee engagement programs are designed to use internal communications, manager training, digital media and HR integration to inform, engage and drive action among the employee population. Companies that successfully implemented consistent, sustainable and action-oriented employee engagement programs found a deeper commitment and understanding of their company’s brand across all segments of their workforce.

One of the best stories I remember about employee engagement that demonstrates this was an impromptu conversation I had with a diesel engine technician in the Caterpillar assembly plant outside of Brussels, Belgium. The technician was working on a very large diesel engine. I asked him why he was taking such care with the task. He carefully put down his tools, wiped his hands on a cloth, and proceed to tell me in French (which I spoke well enough to understand) that if he did not meet the standards of Caterpillar, the engine would fail, delaying the work of the contractor who bought the construction equipment the engine was powering, thus casting a negative reputation on the Cat dealer who sold it, as well as the Caterpillar brand. Perfect!

Think differently. Not different.
The ultimate goal for an employee engagement campaign is to reach as many employees as possible—giving them the information, tools, encouragement and support not to do a different job, but to do their job differently.

Curiously, just as Gallup mapped levels of classic engagement in an organization, there is an interesting corollary among employees regarding brand engagement. Branding, as a marketing discipline, has evolved considerably since the confluence of design, advertising, naming, marketing and strategy in the mid-1980s. Up until then, brand was considered a logo, a color scheme or a tagline, at best. Even though more and more companies have come to understand branding as a business asset, many more executives and employees have grasped the importance of living a company’s brand through their daily responsibilities.

We call these Brand Behaviors. Consider this: If a company includes Integrity as one of their brand values, it’s impossible to ask every employee to simply act with integrity. There are far too many ways this can be done and would result in inconsistent demonstrations of the value. What’s required is a committed brand engagement program that can help inform them how to incorporate “integrity” into their own jobs, individually relevant, but organizationally consistent. Their level of participation in an internal brand engagement can vary depending on their capacity to integrate the company’s brand into their everyday behavioral choices and actions, as well as their level of brand awareness.

Four types of brand employees
I have found there are four basic types of employees when it comes to brand awareness: Brand Advocates, Brand Believers, Brand Innocents, Brand Doubters. On the leading edge, Advocates are those types of employees who intuitively and naturally understand their brand. Often they are the exemplars upon whom a brand positioning is based. They aren’t always organization’s leaders, but are found throughout a company living the brand as easily as they do their jobs. Believers follow behind the Advocates. Believers understand the value of branding in general, and are willing to follow an engagement program with enthusiasm, if told what to do. Innocents land on the back of the central curve; they don’t understand branding, simply do their job without a connection to the bigger picture. Lastly, on the tail end of the curve are Doubters. These are the naysayers who can loudly sabotage any efforts to implement an employee engagement program. When you overlay Gallup’s assessment of levels of engagement over the pattern of branding types, it lines up.

What this can help us understand is how to focus resources and who needs to be conscripted as advocates and allies in the process to educate and lead the others. Identifying them early on in any employee engagement program will help improve brand engagement efforts. It will drive more successes and waste less resources. It can also help know which specific messages to send to the right audiences.

Headquarters 11 West 42nd Street
Penthouse Floors 31/32
New York, NY 10036
212 329-3030

Boston
Columbus
Kansas City
San Francisco

A hexagon-shaped badge from Clutch, with the text 'Top Branding Company' on top and '2024' on the bottom