CASE STUDY

UBS

From integration to inspiration: how brand defined UBS’s new era

Challenge

When UBS acquired Credit Suisse in 2023, it marked the largest financial services merger in history and a pivotal moment for the industry. With over 100,000 employees and two storied institutions coming together, the challenge extended far beyond operational integration.  

UBS needed to define a new era of leadership and reintroduce itself to the world with clarity, unity and purpose. This was not simply about merging two entities; it was about reinventing the brand to drive long-term growth and cultural transformation. 

The merger represented a defining moment, an opportunity to redefine UBS’s identity on the global stage. The real potential lay not in integrating two legacy brands under one identity, but in leveraging brand as the engine behind cultural alignment, business transformation and long-term success. 

Solutions

To guide UBS through this pivotal transformation, it was essential to anchor the brand in a bold, unifying concept. The breakthrough came in the form of Craft – a refined and emotionally resonant idea that bridged UBS’s legacy with its leadership ambitions. It centered employees around a shared purpose while signaling clarity, confidence and innovation to the world. Craft also reinforced UBS’s reputation for trust and deep expertise, its commitment to long-standing client relationships and staying true to its Swiss heritage. 

Prophet worked closely with UBS across four core workstreams: 

  • Integration – Orchestrating the brand migration from Credit Suisse to UBS, from business cards and signage to dual-branded branches, ensuring clarity across more than 50 countries. 
  • Strategy – Refreshing UBS’s global brand positioning, divisional value propositions and employer brand.  
  • Transformation – Building a future-ready marketing function with combined teams, aligning global, divisional and local efforts around Prophet’s Uncommon Growth approach. 
  • Activation
    • Bringing “Banking is our Craft” to life, UBS’s first global brand campaign since 2016. Developed by Prophet and executed in partnership with Publicis, the campaign spotlighted UBS’s distinct values, reintroducing the brand to clients, prospects and investors worldwide.
    • We complemented this campaign with the UBS House of Craft experience platform, which features events in partnership with luxury brands such as Dior, IWC and Laurent Ferrier. And in parallel, developed the UBS Craftmakers series to showcase the stories, and craft, of high-profile figures including Formula One drivers and cultural icons Lewis Hamilton and George Russell, stylist June Ambrose, neon artist Chankalun and composer and maestro Long Yu.  

Results

UBS set out to reshape the industry through the largest merger in financial services history — and emerged stronger, with renewed purpose and momentum. Prophet partnered with UBS on a brand-led transformation powered by clarity of purpose and shared values, designed for long-term relevance. In 2025, UBS recognized this work with a Brand Excellence Award, marking another milestone in our 20+ year partnership driving operational success and Uncommon Growth. 

50

We successfully transitioned Credit Suisse brand assets across more than 50 countries

100K+

We defined a singular brand strategy that unites over 100,000 employees

2x

Our employer brand work was recently celebrated in two categories at the 2025 Employer Brand Management Awards in the Financial Services Sector and following a Merger or Acquisition

165M+

We launched UBS’s first unified global brand campaign, reaching over 165 million people in the first wave

“Craft isn’t just a theme — it’s the thread that connects everything we do. From Craftmakers to UBS House of Craft and Adventures in Craft, it all reflects one belief: excellence lives in the details.

For us, craft is how we build trust, spark ideas and show the world who UBS is.“


Andres Nicholls

Chief Creative Officer
Prophet

UBS House of Craft x Dior 

UBS House of Craft is a global platform that reimagines how UBS connects through culture, creativity and craft. In partnership with Dior, recent events in New York and Singapore celebrated the art of haute couture through an exclusive photo exhibition curated by Carine Roitfeld and Brigitte Niedermair, rare Dior couture pieces, a series of public talks by industry icons and live craft demonstrations from Dior Atelier artisans. 
 
Aligning Dior’s legacy of reinvention with UBS’s commitment to excellence, the collaboration created rare experiences for clients and sparked meaningful dialogue around the value of craft. 

UBS House of Craft presents Icons of Time 

An experiential exhibition celebrating the craft of watchmaking, created with Hodinkee and curated by founder Ben Clymer. Bringing together the world’s leading brands for the first time, the showcase highlighted innovation, excellence and craftsmanship through live demonstrations and talks from renowned watchmakers and collectors, inviting guests to discover the stories and innovations that have shaped modern horology. 

Result

UBS House of Craft has delivered both brand and business impact, reinforcing UBS’ position as a modern luxury leader and transforming how the brand shows up in the world.

100M

UBS House of Craft content has reached hundreds of millions of people on social media 

10K+

UBS House of Craft has attracted over 10,000 guests in 2025 alone, with events in 10 different cities

1000+

It has been covered in more than 1000 articles, on front pages and in media pick-ups in 2025 

UBS Craftmakers

We launched UBS Craftmakers, a content series sharing authentic stories from masters of craft and well as rising talent. Crafted in feel, UBS Craftmakers takes you deep into the mindset, rituals and ambition of these iconic individuals — from F1 World Champion Lewis Hamilton, to pioneering neon artist Chanklaun, award-winning costume designer June Ambrose and renowned Chinese conductor and artistic director Long Yu. 

Result

UBS Craftmakers has been some of the best performing content UBS has ever launched — with Lewis Hamilton’s film generating over 550,000 video views within 48 hours and 6.6 million social impressions. A recent episode featuring fashion designer Guo Pei and porcelain maker Master Tan won two Silver Dolphins at the Cannes Corporate Awards for its craftsmanship, vision and storytelling.

10M

Impressions for Craftmaker films on social media

550K

Lewis Hamilton’s Craftmaker film achieved over 550,000 video views within 48 hours

25X

George Russell’s Craftmaker film had 25x more views than any previous UBS Instagram reel

2

A recent episode featuring fashion designer Guo Pei and porcelain maker Master Tan won two Silver Dolphins at the Cannes Corporate Awards

CASE STUDY

MB Bank

Customer-Centric Innovation: MB Bank’s Journey in Creating Personalized Experiences

Challenge

Since 2018, Prophet has partnered with MB Bank on its transformation into a digital-first, customer-centric global bank. Following a brand refresh, MB Bank has embarked on a series of growth initiatives across its brand, marketing, digital and retail experiences, helping it reach over 30 million customers and more than 300,000 corporate clients. Named Vietnam’s most valuable brand by Brand Finance, MB Bank’s digital banking experience now leads the market.   

Building on the success of its digital banking app since its launch in early 2020, MB Bank strived for greater differentiation across its private and mass retail segments. To help achieve their ambition, Prophet partnered with MB Bank to collaboratively develop two personalized digital experiences for these target segments. 

Through PlayStudio sessions with MB Bank’s key stakeholders, we developed a compelling Customer Experience (CX) vision and principles, initial transformation ideas as well as a design direction that guided the development of a new experiential retail design, signature touchpoints and experience transformation. 

Our work culminated in the development of signature experiences and the creation of a new auto-banking concept—the MB SmartBank. With the signature CX moves and designs developed, the final step was to conduct an in-market pilot. We developed execution plans to guide the roll-out and necessary changes in the day-to-day operations. To empower change, we also developed KPIs to measure success, along with staff workflows and detailed job descriptions for the transformed roles in the retail branch and MB SmartBank. 

Solutions

To develop distinctively personalized experiences, our team first conducted extensive customer research to identify two key target segments:  

  1. MB Private: High net worth individuals who are more focused on wealth management and lifestyle needs
  2. MB Mass Retail: Mass customers who are largely digitally savvy Millennials and Gen Z with general banking needs  

We then mapped out the current customer journeys to uncover key pain points and opportunities across both physical and digital engagements. By analyzing the current customer experiences, we diagnosed loopholes and fragmented pieces within the existing user journeys that needed to be augmented.   

We explored industry trends and best practices from traditional banks and fintechs to pinpoint and define standout features tailored to each of MB Bank’s customer segments—such as wealth portfolio overviews, personalized spending insights, gold investing, and gamified loyalty programs. With these, we developed a clear UX-led information architecture (also known as the sitemap) and prioritized high-impact signature features. We then moved into an agile design process, rapidly iterating User Interface (UI) designs with continuous feedback from product owners to ensure a seamless, future-ready experience. 

Impact

+10M

Android app downloads as of 2025

32M

App users as of 2025

#2

Most downloaded app in Vietnam (2024)

CASE STUDY

MB Bank

Creating a Digital Banking Powerhouse

Background

MB Bank wanted to triple its customers. And as new competitors crowded into the Vietnamese banking market, the 25-year-old company knew it needed a clearer identity, a fresher look and the ability to engage increasingly digital customers. Its goal was to become one of the three largest banks in Vietnam, providing the best customer experience in the category.

Approach

Prophet wanted to help MB move from early-stage transformation, with investments in the pilot stage, to true digital integration.   

We developed a multi-year strategy and growth plan, which included identifying and segmenting target customers, developing growth moves, running user experience sprints, and supporting a new innovation lab.  

After identifying the three customer segments most likely to drive growth. We then dove deep into the needs of MB’s customers, developing a series of transformative growth moves to attract these new audiences. With a clarified value proposition, we:

  • Reimagined its digital banking app
  • Designed a simple, powerful and accessible referral program
  • Launched a first-in-market family banking offer

Impact

With Prophet’s support, MB has transformed into a modern bank. It’s become intentionally disruptive. Digital thinking is now native in its people, processes and technology in every business unit, helping it gain advantages over both conventional and fintech competitors. Its digital-first and customer-centric offers have helped it add over 30 million new customers, propelling the organization into a new era of growth. The updated app became the #2 most downloaded in Vietnam.

#1

Most Valuable Brand in Vietnam within two years of digital transformation

1 in 2

Adults use an MB account

32m

App users as of 2025

#2

Most downloaded app in Vietnam (2024)

“We are delighted to have a trusted strategic partner in Prophet, and they have played a crucial role in our very important transformation journey. We are very proud of our modern look and feel. We evolve towards becoming a digital-first bank, and it has been very well received in the market.” 

Mr. Thai
Chairman of the Board of Directors of MB Bank


BRAND TRANSFORMATION

Creating and Launching a New Brand to Tell MB’s Transformation Story

RETAIL BANKING

Redefining Retail Banking: MB Bank’s Journey to a Digital-First Future

CUSTOMER CENTRIC INNOVATION

Customer-Centric Innovation: MB Bank’s Journey in Creating Personalized Experiences

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CASE STUDY

MB Bank

Redefining Retail Banking: MB Bank’s Journey to a Digital-First Future

Challenge

In 2019, MB Bank initiated a multi-year transformation program to become a digital-first, customer-centric bank with an ambitious target for growth. With a rejuvenated brand platform, MB Bank set out to transform its retail banking experience. 

To achieve its ambition, MB Bank’s retail branches and auto-banking need to not only offer traditional banking services, but also integrate a digital, O2O customer experience to acquire new customers and enable digital banking. Prophet was appointed to create and implement a digital-first customer experience for MB Bank’s retail branch network. 

Solutions

We began with an in-depth audit of MB Bank’s existing retail banking experience. Combined with a competitive audit and best practice industry analogs globally, we identified opportunities to address customer pain points and innovate several “industry-first” as well as new experiences across their journey.

Through PlayStudio sessions with MB Bank’s key stakeholders, we developed a compelling Customer Experience (CX) vision and principles, initial transformation ideas as well as a design direction that guided the development of a new experiential retail design, signature touchpoints and experience transformation. 

Our work culminated in the development of signature experiences and the creation of a new auto-banking concept—the MB SmartBank. With the signature CX moves and designs developed, the final step was to conduct an in-market pilot. We developed execution plans to guide the roll-out and necessary changes in the day-to-day operations. To empower change, we also developed KPIs to measure success, along with staff workflows and detailed job descriptions for the transformed roles in the retail branch and MB SmartBank. 

Through PlayStudio sessions with MB Bank’s key stakeholders, we developed a compelling Customer Experience (CX) vision and principles, initial transformation ideas as well as a design direction that guided the development of a new experiential retail design, signature touchpoints and experience transformation.   

Our work culminated in the development of signature experiences and the creation of a new auto-banking concept—the MB SmartBank. With the signature CX moves and designs developed, the final step was to conduct an in-market pilot. We developed execution plans to guide the roll-out and necessary changes in the day-to-day operations. To empower change, we also developed KPIs to measure success, along with staff workflows and detailed job descriptions for the transformed roles in the retail branch and MB SmartBank. 

Results

The new MB Bank app and the MB SmartBank were successfully launched in key pilot locations as one milestone of many towards achieving MB’s ambition of being a digital-first, customer-centric bank. 

Impact

+30m

New customers since launch (as of 2024)

#2

Most downloaded app in Vietnam (2024)

#1

Most Valuable Brand in Vietnam within 2 years of digital transformation

MB SmartBank, Reimagined

Designed for a new generation of young, digital-savvy users, the MB SmartBank is a multifunctional auto-banking lobby. Open 24/7, it empowers customers to easily manage everyday transactions through intuitive digital tools and immersive touchpoints.  

Signature Moves and Service Design

We translated MB Bank’s CX vision into signature moves across the customer journey, and developed detailed service blueprints to show the transformation of the end-to-end banking experience across the front and backstage. 

A New Standard for Retail Banking

Our creative team developed visual and spatial designs for the different branch types across MB Bank’s retail network, including the MB SmartBank. The designs showcased MB’s digital transformation efforts and established MB as the leader of -digital and customer-centric banking, the first-of-its kind in Vietnam.

CASE STUDY

Beazley

Modernizing a brand that’s redefining risk

Challenge

Beazley, a successful FTSE 100 B2B specialty insurer, has always seen risk as an opportunity to innovate. Its people, values and culture power its success, shaping its approach to creating services and solutions that deliver positive outcomes for its clients, partners and investors. With the business evolving and the ways in which it communicates with its audiences changing, Beazley sought to convey its smart thinking and new brand values through a refreshed identity and global campaign.  

Solutions

Prophet dove in. Our approach focused on modernizing Beazley’s brand expression, making it fit for today’s digital world while staying true to its original spirit. Illustration has always played a big part in Beazley’s toolkit, working with a renowned illustrator, our design team infused Beazley’s iconic pencil line with a new expressive fluidity, using motion to capture the adaptable thinking and seamlessness of Beazley’s solutions. Next, we intensified Beazley’s signature pink, supercharging it for all digital uses. And we re-energized the insurer’s verbal expression with spirited copy and playful typography.  

We then undertook Beazley’s largest project to date – a global brand campaign to launch the new look and feel: `Insurance. Just Different’, underscoring Beazley’s unique approach to insurance and its role as a pioneer in risk management.  

Tone of voice

The insurance industry isn’t known for its boundary-pushing tonality, but Beazley is changing that narrative. Prophet crafted a tone of voice that expresses their unique personality and is integral to their overall brand expression. This refined tone brings their perspective to life, highlighting their distinctive character and outlook.

“When we partnered Prophet with our own team, the magic started. We got creative and put our bold plans into action. It’s rewarding to see the brand making a genuine impact and engaging internal and external audiences alike.” 

Georgina Peters-Venzano
CMO, Beazley

Bringing it to life

To kick off the campaign with newsworthy impact, Beazley held a high-profile, experiential brand launch event in London featuring the first-ever private drone show over the River Thames, illuminating the City of London skyline with the new logo and brand illustrations. The event generated a video that has achieved over 2.5 million YouTube views and garnered significant media attention. Additionally, tube and rail stations in London’s financial district were transformed with bold ads on screens, floors and the travelator at Bank Station, achieving nearly 50 million in-person and digital impressions.  

“Beazley is the kind of client you dream of. Their palpable culture, direction and energy as a business are beautifully reflected in the spirit of their evolved identity. It’s a truly rewarding partnership.” 

Gregg Finlay
Executive Creative Director, Prophet

Impact

The campaign’s success extended globally, with marquee brand events in New York, Chicago, Atlanta, Singapore and Toronto. The new brand video Prophet created with Beazley garnered 1.8 million YouTube views, a remarkable feat for an insurance company that doesn’t sell directly to the public.  

Most importantly, the brand and associated efforts are redefining Beazley’s positioning as a leader in innovative risk solutions, as evidenced by its record-breaking financial performance. In 2024, the Insurindex Brand Power Index ranked Beazley as the top player in the market, up from third place in 2023, based on market share and brand perception. 

By re-energizing Beazley’s look and feel, capturing its dynamic spirit and employing compelling storytelling and unique brand activations, a new standard has been set for branding in insurance and financial services.  

#1

Ranking in Insurindex
2024 Brand Power Index

50M

campaign impressions

CASE STUDY

Invesco

Transforming a global financial brand into the industry’s most client-centric thought leader   

Challenge

The financial services industry often struggles with differentiation, where many brands blend into a ‘sea of sameness.’ Invesco, a global leader in investment management, has long been recognized for delivering unique investment experiences that help clients achieve more in life. However, in a rapidly evolving landscape, staying attuned to client behavior and appealing to a new generation of clients is critical. With a fresh global vision to become the most client-centric firm in the industry, Invesco turned to Prophet to evolve its brand – ensuring it stood out, fulfilled its promise to create greater possibilities for clients and attracted top talent.   

Solutions

To transform Invesco’s brand, we began by challenging them to think differently. What if it looked and sounded less like a typical financial services company and more like a publisher? This editorial mindset became the core of the brand’s new direction.   

We refreshed existing brand assets to leverage their equity while introducing new ones that were enhanced with illustrations and CGI, alongside photography, to visually bring this editorial direction to life. To accompany the visuals, we crafted a new tone of voice, defining Invesco as ‘The Intelligent Conversationalist’ – a persona designed to build relationships with audiences and reinforce their thought leadership.   

A key aspect of the rebrand was also reaffirming Invesco’s commitment to its employees, crucial for attracting and retaining top talent. We developed a new employee value proposition (EVP) that clearly articulated the mutual expectations between the company and its employees, fostering a culture focused on delivering greater possibilities for clients.   

Given Invesco’s global presence, it was essential to ensure that employees across all regions embraced and embodied the new brand. We launched an activation plan under the theme ‘Like it, Love it, Live it!’ – a month-long campaign designed to build engagement and excitement. Additionally, we developed a new brand platform to provide ongoing access to the brand toolkit and conducted tone of voice training sessions worldwide, creating a unified ‘One Invesco’ voice.  

A key aspect of the rebrand was also reaffirming Invesco’s commitment to its employees, crucial for attracting and retaining top talent. We developed a new employee value proposition (EVP) that clearly articulated the mutual expectations between the company and its employees, fostering a culture focused on delivering greater possibilities for clients.   

Given Invesco’s global presence, it was essential to ensure that employees across all regions embraced and embodied the new brand. We launched an activation plan under the theme ‘Like it, Love it, Live it!’ – a month-long campaign designed to build engagement and excitement. Additionally, we developed a new brand platform to provide ongoing access to the brand toolkit and conducted tone of voice training sessions worldwide, creating a unified ‘One Invesco’ voice.   

Results

Invesco successfully launched its new brand, distinguished by a fresh look and feel that set it apart from competitors while delivering on its promise to clients. Employees are now equipped to clearly articulate Invesco’s unique value proposition, unified under the ‘One Invesco’ voice, driving greater consistency across the globe and within each region.

Think Editorial

During our immersion process, it became clear that Invesco’s strength lies in its diverse perspectives. Building on this insight, we established the foundational design principle, ‘Think Editorial.’ This approach encourages Invesco to act like a publisher, infusing editorial flair into both their visual identity and tone of voice. By offering such value to clients, sharing information from useful sources and being a respected voice online, Invesco can position itself as the most client-centric firm in the financial services industry.   

Fine-Tuning our Words

To enhance the editorial impact, we paired the expressive serif of Invesco Editor with the versatile sans-serif Graphik. This combination allows the brand to seamlessly deliver its tone of voice across various needs – from marketing communications to legal disclaimers – ensuring that every word resonates with clarity and purpose.    

“It was essential that Invesco flex its visual system to engage audiences at different stakeholder levels. To achieve this, we used imagery, illustration and 3D visuals with an intelligent, thought-provoking twist to communicate a wide variety of messages across the business.”

Shammi Umeria
Associate Creative Director, Prophet

Bringing it all together

We crafted a wide array of assets, including illustrations and CGI, to enable fresh, dynamic communications while avoiding over-reliance on any one asset or image style. A flexible framework was essential to effectively utilizing these assets. Collaborating closely with the internal brand team, we developed an online brand hub, complete with guidance and training modules, empowering teams to embrace and celebrate the brand with a unified visual and verbal approach.   

Clearer analysis  

Data is Invesco’s lifeblood and their expertise lies in making it meaningful for clients and partners. To support its goal of becoming the most client-centric organization in the industry, we created distinctive and clear data visualizations. By carefully curating color selections and sequences, we ensured that insights are always presented with simplicity and clarity.   

Everything in its right place  

Visual assets are not enough on their own. How they’re arranged is just as important as the assets themselves. We designed an underlying grid system that enables Invesco to consistently present information across all communications, ensuring everything is in its right place and delivering a cohesive brand experience .

“We’re moving away from a legacy of multiple identity variations, to create one clear, global brand. Where the brand needed to ‘Act Local’ the assets adapted to cultural nuances, localizing communications and staying connected to Invesco’s clients.”

Gregg Finlay
Executive Creative Director & Partner, Prophet   

CASE STUDY

CUNA Mutual Group Becomes TruStage 

Introducing a single powerful brand, from strategy to execution 

Challenge

CUNA Mutual Group, a storied financial institution rooted in the credit union movement, has grown and diversified over its 80-year history. By 2021, it had become a $5 billion mutual insurance company providing services to credit unions, their members and other financial institutions. But while it delivered many products and services, it did so by using many different brands. CUNA Mutual Group wanted a unified strategy that matched its ambition, enabling it to continue its growth trajectory.

Solutions

To develop their vision for the future, CUNA Mutual Group partnered with Prophet, leveraging our interdisciplinary approach to craft a single-brand strategy, marrying the enterprise’s strong history with its growth ambitions. 

This cross-functional team started with a clarified purpose for the enterprise, including the brand’s promise and principles. Using this distilled North Star, the organization now had somewhere to turn to ensure product-level value propositions align with core values and its plans for the future. 

TruStage, CUNA Mutual Group’s successful insurance brand, emerged as the answer. TruStage illustrates how the company builds on trust, helping customers and the people they serve confidently navigate every stage of their financial journey.  

Prophet worked closely with the company as it activated the new TruStage brand, finding ways to elevate and expand this brand for all stakeholders. 

A core component of this approach involved equipping teams with the tools to pursue continued growth. That entailed bringing the new brand to life with comprehensive training to support employees. We created inspiring activations, designing immersive digital and physical employee experiences deployed during launch week, and giving them everything they need to carry the momentum forward. We also produced a comprehensive external brand campaign, including creative assets and tactical media plan, for the launch.  
 
All told, Prophet delivered:   

  • Brand architecture and nomenclature strategy that supports a single brand strategy 
  • Visual and verbal identity and core messaging for key audiences 
  • A unified web experience that streamlined multiple unique web properties under one digital front door 
  • A purposeful and holistic enterprise content strategy 
  • Social channel architecture and taxonomy that clarifies and reinforces the single brand strategy  
  • A first ever corporate brand campaign, including comprehensive creative development and media plan 
  • An ongoing brand health tracking system 

Results

The TruStage enterprise brand launched in May of 2023, generating exceptional internal and external engagement. Employees – many working remotely – returned to the office for various events during launch week, with an impressive 83% participation rate. The brand awareness campaign reached nearly 42 million targeted users, with ad engagement rates five times stronger than projected. 

“Prophet was an instrumental partner in launching our TruStage brand, working closely with our teams as collaborative partners, to help define our brand strategy and architecture, and develop an integrated internal and external launch plan that brought our brand to life for our employees and our current and prospective customers. Prophet’s expertise enabled us to achieve strong impact at launch, providing over 5x more engagement than anticipated and more efficiently than we were expecting.”

Eric Hansing
Chief Marketing Officer

CASE STUDY

Commonwealth

Building a foundation for uncommon growth through an evolved operating model

Challenge

Founded in 1979, Commonwealth is one of the largest independent broker-dealers in the U.S., serving over 2,000 independent financial advisors. The company is also a paragon of advisor experience and service excellence. Commonwealth has been named “#1 in Independent Advisor Satisfaction” by J.D. Power 10 times since 2010 (2010, 2012, 2013, 2014, and 2018-2023), consistently setting the bar for advisor service in an increasingly competitive industry. Amid changing industry dynamics and consolidation, the company’s leadership wanted to build on its strong foundation of excellence to bring unparalleled service to an even larger base of advisors. The company set an ambitious goal to grow the enterprise to $1 trillion in assets under management (AUM) – nearly 4x its current business. At the same time, leadership recognized that the company’s current operating model would not scale with its new transformational ambition. Leaders agreed that modern product management methods and team structures would help the company grow while maintaining its industry-leading standard of advisor excellence. Leadership also knew that digital products, services and experience would be critical, as their advisor customers increasingly looked to flexible and efficient digital solutions to grow their own businesses.  

Solutions

Our work together started by partnering with Commonwealth’s leadership team to identify the specific value levers where a product-oriented operating model might drive growth. A core team of Prophet and Commonwealth members then explored leading practices in modern digital product management, directly engaging with pioneering leaders from other leading organizations, both within and outside of the Financial Services sector. Having explored multiple options, the core team and senior leaders applied their new insights to Commonwealth’s business, aligning on both a target operating model as well as an interim transitional state, and organizing its broad range of products and services into four clear portfolios.   

After the target operating model was defined, we co-developed detailed process designs and governance models to clarify how decisions would be made in the new models. We also conducted a detailed capability assessment of 45 individual product management capabilities based on Prophet’s proprietary capability model. Where the team identified and prioritized capability gaps, we defined 25 detailed initiatives to address them, outlining the activities, resources and accountability for each. The core team and senior leaders convened to review the initiatives in detail and sequence them into an agreed roadmap for transformation.   

Evolving Commonwealth’s organization required significant changes to team structures and roles, as well as the talent and skills to fulfill them (“Body” and “Mind” in Prophet’s Human-Centered Transformation Model, respectively). However, we also knew that we needed to appeal to the organization’s “Soul” to make changes stick.  

Commonwealth is recognized across the industry for its strong company culture and unrelenting dedication to the advisor experience. To ensure that changes were understood to be in pursuit of those ‘North Star’ values, our core team developed a robust change management plan to coordinate clear communications and support the behavioral changes required at all levels – from senior leaders to individual contributors.    

Results

Our partnership over an initial 12-week engagement helped the Commonwealth team accelerate its transformational growth journey. The company created and staffed a new executive position: the Chief Product Officer. All Commonwealth products and services now operate within the four new portfolios – each with their own newly aligned leadership – and select product teams have begun applying agile development methods. The company has also mobilized a transformation management team to coordinate capability building across the organization and deliver its transformation roadmap. Most importantly, Commonwealth’s senior leadership and executive teams are moving forward with clarity and confidence toward the goal of $1 trillion in AUM and are ready to maintain their title of undisputed champions of advisor experience over the next decade. 

 “At Commonwealth, we’re obsessed with the experience of our advisors, and so we understand and appreciate what ‘partnership’ really means. The Prophet team were true partners – they worked with us to understand our business and our team and helped us find the approach for us. I’m excited for the journey to come, and the momentum they’ve helped us build.”

Rory Barratt
Chief Strategy and Product Officer

CASE STUDY

Swiss Re

Future-proofing the brand in a rapidly changing world 

Challenge

The world – and what needs to be insured and reinsured – is fundamentally changing. Swiss Re, a world-leading provider of reinsurance and insurance, had seen the needs of its clients and partners reshaped by the likes of global warming, the expanding role of digital and data in consumers’ lives, new types of risk and an increasingly disruptive competitor set.  

Swiss Re had already evolved its business strategy to better address these new, emerging realities and the changing risk landscape. But, with a new customer-centric business strategy in place, it was vital that the Swiss Re brand better connected with its audiences in a more compelling way. 

Solutions

Prophet partnered with Swiss Re to redefine their brand strategy, including a refreshed brand positioning, an evolved visual identity and a first-in-kind audio brand. Collaborating with all corners of the global Swiss Re team – and with a deep understanding of the challenges that the brand needed to address – we set about developing a more relevant and differentiated position in the market.   

The refreshed brand positioning now reflects the dynamic, digital-first Swiss Re has become and demonstrates the firm’s growth ambition. This distinctive positioning brings its tech and innovation, data and insights and societal leadership strengths to the fore to better reflect new types of risk that clients face, as well as attract new talent and partners. 

To support the new brand strategy, there was a need to advance the visual identity to embrace all facets of the business and build a sense of ‘oneness’ in today’s digital world. Prophet partnered with the team to activate the identity with a suite of design assets including bespoke imagery, to act as a metaphor for how Swiss Re powers progress and their unique perspectives on the world. And – rather atypical for a business-to-business brand – an audio brand was introduced to strike the right tone and deliver a more contemporary expression of the brand. 

Results

Awarded a prestigious Red Dot Design Award in 2022 and a German Brand Award in 2023, the sophisticated refreshed brand reaffirms Swiss Re’s leading position in the industry as a future-ready business, working to attract new talent, stand out against the competition and unlock new opportunities​ for the company. Well received internally, it is also resonating with employees, enforcing the unifying notion of ‘oneness.’  

“Prophet’s unique approach to strategic design has delivered a far more contemporary and sophisticated expression of the brand. We couldn’t be more proud of the outcome.”

Dr. Jan Dietrich Müller
Head Group Communications, Managing Director

CASE STUDY

MetLife

Creating a differentiated retirement solution value proposition for the new generation of customers

Challenge

MetLife, one of the largest life insurance companies in the world, is committed to providing deep and meaningful values to its customers as a trusted life partner.  

Prophet has been a long-term partner with MetLife to help the brand propel its customer-centric transformation across the globe. In China, we started by helping MetLife China develop the overall customer value proposition – “Global Protection, Human Care.” We have also developed a series of customer-centric value propositions and solutions, including health, wealth, and education, to accelerate its transformation ambition in China. 

Retirement planning has been a rising need for Chinese consumers, given the aging population, declining fertility rate, shortage of public retirement funds and the shortage of retirement facilities in China. MetLife partnered with Prophet to uncover insights into Chinese consumers’ retirement needs and to co-create a distinctive and compelling retirement value proposition and solution that truly meets Chinese consumers’ retirement needs. 

Solutions

Through our research, we found that younger Chinese consumers, between the ages of 30 to 45, feel anxious and uncertain about retirement.  

To understand consumer retirement needs, we spoke to people from different life stages and household statuses. From there, we identified four consumer insights that create distinctive market opportunities for MetLife China to develop its retirement value proposition: 

  • Retirement preparation: First, retirement needs do not start in people’s 60s. Consumers want to start retirement planning early. Health issues often trigger consumers to start thinking about retirement planning. Protecting themselves from aging-related health issues has become a big part of their retirement preparation beyond financial preparation. 
  • Retirement services: In China, while most retirees prefer to stay in their homes for retirement, there’s a shortage of retirement services and facilities options. Consumers are less worried about covering their daily living expenses and medical bills and are instead concerned about access to quality services and facilities.  
  • Family support: For Chinese consumers, retirement is not an individual need but requires planning as a family. Most of them need to ensure support for their elderly parents before they can think about retirement preparation for themselves which still requires not only financial support but also quality retirement and health service support. 
  • Mental health: Retirement is more than just financial stability. It is also about the long-established life rhythm and goals. Many Chinese consumers feel a loss of identity and meaning after they retire. A critical part of ensuring individuals thrive in retirement is to figure out how to be mentally prepared and how to leverage the abundant free time to explore new hobbies, expand their horizons and socialize. 

After gaining a deep understanding of these needs, our team worked with MetLife to articulate its retirement value proposition– “Helping you and your family achieve total preparation towards a fulfilling life post-retirement.” We also worked with MetLife’s key stakeholders to co-create the product, service and experience of the retirement solution and developed a clear roadmap to bring the retirement solution to life and for future upgrades. 

Next, our design team created graphics to bring the value proposition to life visually by developing detailed design guidelines for the retirement solution to ensure its visual identity system is compatible with MetLife’s master brand visual system and architecture. Additionally, we have designed brochures and other communication materials for internal and external communications. 

Results

MetLife China launched its new retirement solution, 360Future, in December 2022. Through a live-streaming launch event, MetLife shared inspiring stories and distinctive insights from their employees, customers and industry experts. 

Prophet’s Associate Partner, Lily Wen was invited to join the panel discussion to highlight global and Chinese consumers’ unique challenges toward retirement. “Consumers’ retirement needs are multi-dimensional. Helping them develop the numerical financial goal alone can’t truly solve their worries, anxiety, and confusion toward retirement,” Lily said, “Financial service companies must address Chinese consumers’ holistic needs, by supporting their desire to secure their parents’ retirement while providing quality health and medical services beyond just financial security.” 

CASE STUDY

GAINS

Inspiring the next generation of girls with a new messaging strategy

Challenge

Though more women than ever are graduating with degrees in science, technology, engineering and mathematics (STEM) fields, men make up most of the workforce. This is because many young girls do not pursue a career in STEM, they have more barriers to getting there, they’re traditionally offered less encouragement and they have fewer female role models.

Girls Advancing in STEM (GAINS) Initiative is a nonprofit on a mission to break down barriers by empowering high school girls to envision, prepare for and pursue academic and professional futures in STEM. GAINS’ clubs and conferences tackle this head-on by helping students discover STEM topics and professions, connect with other like-minded girls and learn from industry professionals. To further its mission and expand its impact, GAINS needed a compelling messaging strategy that would resonate with a wide audience to grow its membership and clubs around the country.

Solutions

Drawing insights from a series of qualitative interviews with students and volunteers, we collaborated with the GAINS leadership team to define a new brand strategy framework for the organization. Prophet’s consultants added substantive detail to the framework—developing the context statement, brand promise and overarching theme, which formed the foundation of the work. 

Once these elements were in place, our team of strategists and verbal branding experts built out robust messaging guidelines to reinforce the core components of this newly defined strategy. We created three supporting messaging themes to spotlight the community, learning opportunities and networking benefits of GAINS. Through a rigorous creative process, we codified messaging guidelines to help bring the new strategy to life. The guidelines included sample words and phrases for each theme, guidance on when to leverage each theme and how to flex them by audience (current and prospective students, teachers and volunteers) and tips on how to ensure a consistent tone of voice across all copy.  

Results

The GAINS team has used this messaging across its website, social media channels and marketing materials to target current and prospective students, teachers and volunteers – helping the organization consistently grow its following. In addition, Prophet’s work has helped the organization communicate its mission when applying for grants and seeking partnerships with schools and employers.  

Testimonial

“The whole Prophet team listened really well to everything, caught a lot of the nuance and was able to reflect it back as they structured our messaging materials. Having this all laid out has truly helped me refine the message and maintain consistency in our communications.”

Antoinette Decker
Director, Creator

CASE STUDY

Financial Services Company

Putting customers at the center of an organization’s transformation

Challenge

A large, US financial services company was seeing declining growth in customer acquisition and revenue. Facing key market forces – including shifting consumer behaviors toward greater collaboration and personalization, new threats from fintech entrants and intense competition for top talent – the C-Suite and Board of Directors decided to embark on a complete transformation of the business.

Solutions

Prophet partnered with the company’s CEO, Chief Growth Officer and leadership team to design a transformation agenda that answered a series of strategic questions around:

  • Developing the organization’s purpose-based strategy
  • Prioritizing key markets and target customers
  • Aligning on key products, services and experiences to develop
  • Building the culture and capabilities required to support the transformation

Prophet then created a multi-year, enterprise-wide roadmap that detailed the initiatives necessary to transform multiple parts of the business in parallel. A Transformation Management Office (TMO) was established to enable and accelerate the company’s three-year transformation, largely through quarterly alignment and funding cycles.

While helping manage the transformation, Prophet brought multi-disciplinary teams to help execute the work across business value drivers: Brand & Marketing, People & Organization, Customer Experience, Products & Services, Sales & Distribution, Data & Analytics.  Along the way, Prophet has partnered to build new capabilities and codify processes so the organization can keep transformation momentum in the years to come.

Results

Prophet successfully launched a new brand that established the financial services provider as a leader in the industry. We helped develop a new employee value proposition to recruit top advisors and a new variable annuity product to grow its existing business. Prophet also introduced new revenue streams by helping expand its mutual funds’ presence on third-party platforms and creating a new managed account product – all while targeting and acquiring new buyer segments.

A year into the customer-centric transformation, Prophet is helping drive results such as +5% market awareness, +8% in new business revenue and a 20X increase in new leads.

Impact

5%

increase in market awareness

8%

increase in new business revenue

20x

increase in new leads

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