Financial services that put people first

Credit unions have a special place in the world of financial services. As mission-driven not-for-profit organizations, they answer to their members rather than shareholders. That inherent sense of purpose and service to individuals and local communities became the centerpiece of a bold new brand, ground-up digital strategy and marketing campaigns that Tenet created for the New York capital region’s largest financial institution.

Broadview
three broadview-branded business cards
“Tenet Partners is the most thorough agency I've ever worked with—they leave no stone unturned..”
Christie O’ Toole, 
Chief Marketing and Communications Officer 

Starting from a position of strength

What is now Broadview Federal Credit Union was created in 2022, when two upstate New York credit unions joined forces to form a major financial force in the region, with more than $8 billion in assets and hundreds of thousands of members spanning a territory from Albany west to Buffalo.

The match had strong synergy. The two organizations—the State Employees Federal Credit Union (SEFCU) and the Capital Communications Federal Credit Union (CAP COM)—had complementary offerings and footprints. But neither brand fully described the combined credit union, its membership or its strategic direction. It was time for a fresh start.

Pivoting to a future-focused brand

Tenet’s brand strategy team used interviews, competitive market research and AI tools to uncover what would become the foundation of the new institution’s brand platform: a shared ethos of putting members’ interests ahead of the organization was on display at every level, from service to interest rates.

This combination of mission-driven culture, fairness, giving, future-focused high-touch service and anticipating what’s to come came together in a new brand promise: “Meeting people where they are and where they’re going.”

A bold expression makes a big impact

The Tenet creative team took the new name and brand platform and ran with it, creating a dynamic, versatile visual system and clear messaging that took Broadview in a new direction. The brand is very human-focused, capturing Broadview’s dedication to understanding the needs of its members and helping them achieve financial success, its community involvement and an optimistic focus on the future.

a smart watch with a Broadview app
laptop showing the Broadview site
Broadview design guidelines
Broadview branded tote bag that says "Planning your next step"
Broadview branded banner on a building
various Broadview branded designed

Digging deeper into the world of Broadview

Following the successful launch of the new Broadview, Tenet helped extend the brand to elevate, position and market Broadview Wealth Management, a key business unit and part of Broadview’s growth strategy. The core themes of the master brand were translated and honed to reach a higher net-worth audience, demonstrating the depth of Broadview’s capabilities.

Broadview billboard that says "Look to the future with confidence"
portrait oriented advertisement for Broadview that says "The confidence to... live"
an electronic tablet with a Broadview article with the title "Confidence today. A brighter tomorrow."

A new view of what credit unions can be

The entire organization has welcomed the rebrand with enthusiasm, embracing and investing in the new identity by promoting it across all touchpoints from transformed branches and corporate environments to digital channels, marketing campaigns and sponsorships. The members, too, responded positively, with 100% customer retention and growth in deposits and transactions.

Broadview branded tradeshow booth