Brand3D: a 360° brand discovery that uncovers and validates your true differentiation—aligning culture and customer meaning before you invest in identity, design, or campaigns.
6 Telltale signs it's time to rebrand
Your team describes the bank differently. Priorities and promises don't align—customers get mixed messages.
Your products look like everyone else's. Brand becomes the only reason to choose you—or leave.
Customers experience inconsistency across branches, digital, and call centers—especially during change.
Leadership & Employee Confusion
product parity
Low Trust Across Touchpoints
Marketing, HR, and operations work independently. Decisions slow down. Messaging fragments.
Your name or logo signals "old school." You're invisible to Gen Z who scroll past anything that looks like their grandparents' bank.
Customers experience inconsistency across branches, digital, and call centers—especially during change.
Siloed Operations
Outdated Names & Visuals
Misalignment During Change
What Happens in the workshop
Every workshop is hands-on, high-energy, and designed to surface fresh insights. We use interactive exercises to get past surface-level opinions and uncover what really drives your brand.
THE RESULTS YOU’LL GET
A Brand Workshop isn’t just a conversation — it’s a turning point. You’ll leave with tangible outputs that shape strategy, culture, and marketing.
- A clear definition of your brand attributes and personality
- A message architecture you can use across channels
- Alignment across departments, from leadership to frontline staff
- A concise workshop report with insights and recommendations
- Video recording + transcript for reference and sharing
Who it’s for
Our workshops are designed for leaders ready to align their bank around a shared vision.
Ideal Participants
- CEOs, CMOs, and Presidents who need clarity before a rebrand
- Marketing and Digital Leaders tasked with driving customer experience
- HR and Culture Teams who want brand values embedded in behaviors
- Frontline Staff whose voices and experiences ensure the brand feels real
Why Now
In today’s landscape, digital transformation without cultural alignment is wasted investment. A modern website or mobile app will only succeed if it’s built on a brand your employees believe in and your customers recognize.
Brand alignment isn’t a “nice to have.” It’s the foundation for relevance with Gen Z, trust with your community, and growth across every line of business.
Testimonials
“What the groups said didn't surprise me, but getting them to say it with such candor did. It was valuable to have everyone open up and align.”
“The workshop was the first time our entire bank spoke with one voice. It gave us clarity we’d been missing for years.”
“When we merged Norwood Bank and Foxboro Savings Bank in 2023, the biggest win didn’t come from new logos or branch signage—it came when our people shared one story, one purpose. Thanks to the Brand Workshop, we didn’t just merge operations, we merged identity.”
Meet Your facilitators
Your workshop leaders bring decades of experience helping community banks rebrand, modernize, and grow.
Pete Stackpole
Partner, President
Pete has spent nearly 30 years collaborating with banks and credit unions, establishing himself as an expert in digital banking, payments, and fintech. As a trusted advisor, he skillfully guides customer focus groups, crafts compelling messaging strategies, and partners with clients to achieve their goals. Pete’s thought leadership has been showcased at industry events, including The Financial Brand Forum, and he serves on the Board of Directors for the New England Financial Marketing Association. Known for his approachable demeanor and strategic insights, Pete’s expertise extends beyond the office, whether helming a boat in Newburyport or skiing New Hampshire’s White Mountains.
Jeff Greenler
Brand Strategist
Jeff is a seasoned leader in account management, bringing over 20 years of experience in strategic marketing and client relations. He has successfully led campaigns for top-tier brands like Santander Bank, Monster.com, and Dunkin’, using a combination of innovative media, sponsorships, and brand-building strategies. At Stackpole, Jeff oversees the account services team, ensuring that every project aligns with client goals and delivers measurable results. Known for his collaborative approach and strategic insights, Jeff drives client success by combining creative thinking with operational excellence. Outside the office, Jeff enjoys refining his golf game and exploring the outdoors.
Mia Thurlow
Sr. Art Director
Mia is a creative powerhouse with a BFA from RIT and a career that spans medical illustration, advertising, and design. At Stackpole, she has immersed herself in the banking and financial services space, creating visually compelling campaigns that drive measurable results. Her ability to balance precision with artistry has made her a trusted partner for clients navigating complex industries. Mia’s diverse background includes roles with Blue Cross Blue Shield and Avid Technology, where she honed her technical and creative skills. When she’s not crafting standout designs, Mia enjoys hiking, painting, skiing, and spending time with her rescue dog, Helen.
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Ready to rebrand with confidence?
Workshops are scheduled on a limited basis each quarter. Secure your spot today — or start by downloading the sample agenda.
