Financial Services

CASE STUDY

Alight Solutions

Bringing to life a new company’s brand purpose and positioning

Challenge

Aon Plc, a leading global professional services firm, providing a range of risk, reinsurance and human resource solutions, decided in early 2017 to sell its benefits administration and HR BPO platforms. The new company had to determine how to define itself in a relevant, fresh and genuine way, in an ever-changing, tech-savvy and increasingly B2C world.

This task required balance: leveraging the incredible experience of the company and its people, while taking a fresh look at health, wealth, HR and finance solutions; harnessing the power of technology and data, while appreciating that they ultimately exist to take care of people and their families. The leadership team needed to preserve the things that made the new company special while pushing toward a new frontier. The new company needed to define its point-of-view and quickly align around the vision. With three and a half months to do what would typically take a year, it was a race against time, and Prophet and the leadership team needed to be in lockstep in every phase of work and decisive at every juncture.

The challenge was clear – how to articulate and bring to life the new company’s purpose and brand positioning with a new brand name and visual identity that reflected its spirit and intention.

Solutions

Prophet conducted a variety of research studies to inspire the development of the new company and brand. We interviewed stakeholders and customers, and looked at close competitors and emerging startups both inside and outside the category. The research pointed to one important insight – the new company wanted to not only provide security to people, but to leverage its technology platform, data and ecosystem of partners to make it easier for people and their families to thrive in work and life.

Prophet partnered closely with the new company’s marketing group to guide the executive leadership team in defining its brand purpose, values, positioning, new brand name, visual identity and brand voice.

Results

Within three and a half months, the new company defined its reason for being and aligned on how it would express itself. On June 6, 2017, Alight Solutions was introduced to the world. Reflected in its bold visual identity, Alight promises to simplify and enhance work and life by “reimagining how people and organizations thrive.”

By relentlessly focusing on the end-user, leveraging its strong heritage and expertise and creating inspired new ways of working, Alight is charting a course for business growth.

“The work we’ve done together here resonates because we didn’t let the truncated timeframe excuse us from the fundamental steps in the process. We committed to validating across all stakeholder groups: colleagues, customer-care representatives, leaders and clients. The enthusiasm and energy reflects the care we’ve taken to define this bold, new day for Alight.”

Maggie Lower
EVP, Marketing at Alight Solutions

Impact

275k

users of alight.com

18k

followers on social properties

1k

inquiries stemming from website since brand launch

CASE STUDY

UBS

Repositioning the brand and engaging 60k employees

Challenge

Bigger and broader than previous brand campaigns, the one UBS launched was designed to communicate the company’s transformation under CEO Sergio Ermotti. In the several years since he’d assumed the role, Ermotti led UBS through brand repositioning and aligned all business divisions around a single strategy. UBS was finally ready to share its transformation with the outside world and use the brand relaunch to drive further change.

Before launching a more modern, human and unique brand and ad campaign, UBS had to first win over and prepare its most important advocates – the more than 60,000 employees who live and breathe the brand. UBS looked to Prophet for help developing and implementing an employee engagement campaign that informed, inspired and engaged employees.

Solutions

To engage employees, Prophet created a microsite on UBS’s employee intranet and regularly published relevant content. The topics and formats of posts varied, including quirky educational videos on tone of voice, a brand guidelines game and a series of intimate video portraits of UBS leaders and clients discussing the new positioning and direction. Additionally, we struck a partnership with a young, up-and-coming graffiti artist to immerse employees in the brand’s ethos through four large-scale artworks.

Using rigor and strategically-inspired creative thinking, we applied the same best practices of external marketing to deliver effective internal employee communications:

  • Equal effort applied to creating and promoting the site
  • All content must be easy and fun to assimilate
  • Select a few simple messages to communicate and repeat them

Results

The employee engagement campaign has been and continues to be a resounding success, with UBS continuing to win preferred employer awards every year. We initially defined success as having 30,000 employees visit and engage with the microsite, but have far exceeded that expectation as the microsite has now reached more than 62,000 employees. Both employees and top management have expressed how impressed they’ve been with the employee engagement program.

When asked about the brand relaunch, Hubertus Kuelps (group head of communications and branding) told Forbes, “This particular campaign has definitely energized the employee base. It has brought them to a level of pride…I haven’t seen in my communications career.”

Download UBS’ brand relaunch employee engagement content timeline.

“This particular campaign has definitely energized the employee base. It has brought them to a level of pride…I haven’t seen in my communications career.”

Hubertus Kuelps
Group Head of Communications at UBS

CASE STUDY

Zurich

Bringing a financial services brand back to life

Challenge

Zurich Financial Services was becoming just another commoditized insurance company in a sea of undifferentiated providers. Like the rest of the industry, Zurich was too internally focused, with Underwriters, Risk Engineers and Claims Adjusters calling the shots, and a brand positioning that lacked relevance in customers’ lives. Customers who told us they saw insurance providers as non-responsive, slow and untrustworthy – “little more than an organized crime syndicate”. We knew we needed a dramatic change in order to stand out.

Solutions

The idea was simple: We’ll help you deal with the most important things first, like securing a rental car or a place to stay.  Then we’ll help you through the process of restoring your world to order. We’ll put you at the center by delivering REAL help. And in 2008, at the height of the financial crisis, Zurich launched one of the most extensive global campaigns, introducing Zurich HelpPoint externally and internally.  Our unequivocal promise to customers was that Zurich delivers when it matters.

This could have been seen as yet another empty promise were it not for the vision of transforming 60,000 employees into authentic evangelists of the brand, armed with the permission to identify and execute proactive, spontaneous touchpoints, unheard of in the world of insurance.

Results

In a few short years, the sheer size and ambition of the transformation have been astounding, ranging from internal engagement programs, brand ambassadors, employee awareness-raising tactics, customer satisfaction and loyalty metrics, and the launch of hundreds of new product propositions globally. Revenue, margins and brand tracking scores are all up; and ten years later, Zurich ranks 7th in global insurance brands, and 206th in brands globally by Brand Finance.

CASE STUDY

AIA

Real solutions for ‘The Real Life Company’

Challenge

After a record-breaking IPO, AIA set out a new vision to become the pre-eminent life insurer in the Asia Pacific region. They also adopted a new brand positioning to become The Real Life Company, which promises to “genuinely engage in people’s lives, providing the right financial solutions to them and their families in a constantly changing world.”

Prophet was engaged to develop a brand activation campaign to launch the new brand positioning to employees and agents and to help them understand how best to bring the brand promise to life. We recommended a strategy to engage the target audience by crowdsourcing real-life stories from across the region which speaks to the tangible and inspiring ways employees and agents live up to the brand in their daily lives. This provided substance and proof points for the new brand positioning and made the brand promise real to customers.

Solutions

We themed the brand activation campaign around a people-centric idea – “You Make Us The Real Life Company”.

A series of real life stores were crowd sourced from employees and agents and brought to life through an inspiring internal engagement campaign. The campaign demonstrated how AIA people go the extra mile to take great care of customers and each other in the ups and downs of everyday life.

Results

The campaign has created a simple and memorable brand engagement idea that resonates with everyone in each of AIA’s markets (in multiple languages). Over 11,000 agents in Thailand were introduced to the new brand positioning through 200 workshops conducted over a three-month period.

CASE STUDY

Bank of East Asia

Creating a bold statement in retail banking

Challenge

Bank of East Asia (BEA) is the largest independent local bank in Hong Kong with a large retail branch network. In light of new competition, BEA hoped to extend its reach to customers and enhance its retail visibility. Prophet worked with BEA to create a coherent and impactful brand communication system to help the bank stand out across all channels.

Solutions

The new look is based on a band of five colored “light rays” symbolizing the five core values of the bank. It is designed to project a forward-looking image, making a bolder statement on a street level. As part of the branding campaign, a new tagline “Enriching your world” and four secondary messages have been developed.

Together, they communicate BEA’s commitment to helping customers improve their lives and achieve their goals through the provision of quality banking and financial services. BEA launched its new image through a high-profile advertising campaign including print, bus advertisements, outdoor billboards in the Central, TST, Hong Kong MTR Station, TST Piers and online advertisements.

Prophet ensured consistent delivery throughout the process, from concept to execution, as a long-term partner dedicated to elevating the brand to the next level.

Results

The end result is a dynamic visual and verbal communication approach that brings the brand to life, and significantly differentiates BEA from its competitors in retail environment, enhances the brand visibility and favorability.

Overall, the customers feel very positive about the change, more than 80% of customers reckon that the new look has enhanced the BEA brand image, and the majority of current customers are willing to recommend BEA to others.

Interested in learning more about how Prophet helps companies develop unique brand strategies, create engaging customer experiences and drive business growth? Explore our collection of case studies.

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