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.
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.
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.
UniCredit
Kim Steinsberger,
Brand Management
Singer Capital Markets
Joanna Osborne,
Head of Marketing
Forvis Mazars
Lorraine Hackett,
Brand & Communications
Apax Partners
Ollie Syed,
Creative Services Manager
Forensic Risk Alliance
Sonal Hirani,
Marketing Director
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.
Get Buy-in From Every Department
Recruit brand ambassadors globally and make it clear to the whole company why you’re rebranding.
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.
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.
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.
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.
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.
Samantha Cottle,
Head of Marketing, Clarksons
Helpful Resources to Explore Next
Insights, tips, and tricks to accelerate financial services deliverable creation.
AI Alone Won’t Build Your Pitch. Here’s What Will.
UpSlide: From AI Drafts to Client-Ready Documents in Financial Services
