Talk to an Expert
Book a Demo

The Financial Services Rebranding Toolkit: Playbook, Webinar and Guides

Dive into our expert-led playbook, webinar and practical guides to discover leading strategies behind successful rebrands and brand refreshes in the financial sector.

Download Playbook
Watch Webinar
Abstract geometric shapes in blue, pink, and red, representing a financial services rebrand.

Discover the Rebranding Playbook, Tailored for Financial Services

The Financial Services Rebranding Playbook is your step-by-step guide to transforming your brand identity, packed with actionable advice from marketing leaders at top financial firms, such as UniCredit and Forvis Mazars.

Whether you’re an investment bank, private equity or advisory firm, our free playbook offers a clear roadmap for navigating each stage of your rebrand.

Download Playbook

With Expert Insights from Marketing Leaders

Learn how to overcome financial services rebranding challenges, such as engaging non-marketing stakeholders and leveraging color psychology to compete effectively with disruptor brands.

Portrait of a smiling woman in a green sweater. Financial services rebrand leader.

UniCredit
Kim Steinsberger,
Brand Management

Smiling woman in a green dress in front of a bookshelf. Financial services rebrand.

Singer Capital Markets
Joanna Osborne,
Head of Marketing

Professional woman smiling, possibly involved in financial services rebrand.

Forvis Mazars 
Lorraine Hackett, 
Brand & Communications

Portrait of professional man. Financial services rebrand leadership.

Apax Partners
Ollie Syed,
Creative Services Manager

Professional woman smiling, wearing glasses. Financial services rebrand.

Forensic Risk Alliance
Sonal Hirani,
Marketing Director

Abstract blurred concentric circles in dark red and black tones.

Define Your Mission and Values with a Brand Audit

Carry out surveys and interviews to dive into your brand’s perception – internal and external – and use this research to define its DNA.

Based on the image provided, it's impossible to determine the content of the image. Therefore, I cannot create accurate or SEO-optimized alt text. If you provide a visible image, I will be happy to assist you.

Get Buy-in From Every Department

Recruit brand ambassadors globally and make it clear to the whole company why you’re rebranding.

Based on the image alone, it's impossible to provide meaningful alt text. The image appears to be a blurry, dark, abstract shape. I need more context about the image and its role in the blog post to create effective alt text. For example, if the image is a stylized representation of a deal closing, I could use that information along with the blog title to create alt text. Without context, any alt text would be generic and unhelpful.

Consider Every Client Touchpoint

Involve every client touchpoint in your rebrand, from email signatures to Excel charts and website content, leave no stone unturned.

Webinar: Rebrand into a Global Financial Powerhouse

Discover how Clearwater and Coller Capital modernized their brand identity, secured global buy-in, and seamlessly aligned regional offices while strengthening client loyalty.

Watch Webinar
Two women representing Clearwater and Coller Capital, part of the financial services rebrand.
Slide check tool highlighting misalignment on a presentation slide. Fix button shown.

Use Automation to Rebrand Materials and Ensure Compliance Post-Launch

Effortlessly Update Templates and Decks

Convert PowerPoint presentations, such as pitchbooks, to your rebranded templates in a few clicks.

Discover Slide Converter

Spot and Fix Errors in One Click

Easily proof decks by instantly detecting and fixing typos, incorrect figures, font mismatches, misaligned shapes, and empty placeholders.

Discover AI Reviewing Tools

Enable Easy Access to On-Brand Materials

Give client-facing teams easy access to on-brand assets within PowerPoint, Excel, and Word – taking the pressure off marketing.

Discover Content Library
Clarksons logo in dark red, featuring the company's name and a stylized wave design.

UpSlide acts as an additional member of our marketing team – one that we can trust to guarantee that our global teams will produce brand-compliant, high-quality deliverables.

Smiling woman in office setting. Managing an Outlook signature manager.

Samantha Cottle,
Head of Marketing, Clarksons

Read Clarksons' Story

Helpful Resources to Explore Next

Insights, tips, and tricks to accelerate financial services deliverable creation.

UpSlide Track Changes in PowerPoint. New feature with checkmark and 'P' logo.

How to Track Changes in PowerPoint: Introducing UpSlide Track Changes

Read More
PowerPoint layout icon for rebranding presentations.

Rebranding Your PowerPoint Presentations: Easy Step-by-Step Guide

Read More
Brand compliance illustration: Style guide with locked font, color palette, and logo.

Everything You Need to Know About Brand Compliance

Read More

Guarantee Brand Compliance Across Your Entire Business

Book a Discovery Call