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Outdated Names & Visuals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
Most Rebrands Fail Because They Focus on Logos Instead of the truth.
A rebrand isn’t a design decision—it’s a business decision. You rebrand when your current identity no longer makes it easy for customers to choose you, for employees to deliver a consistent experience, or for leadership to move with confidence.
We use BMAP (Bank Market Assessment) to see who’s gaining deposit share and where you’re exposed, then layer in customer expectations and local brand positioning. You get a clear view of where to compete and what sets you apart.
Facilitated, hands-on sessions that pull teams out of "bank-speak" and into real clarity. Through interactive exercises and fast-paced collaboration, we surface the beliefs, behaviors, and proof points that make your bank feel distinct, not interchangeable. The result: alignment your people can deliver, not messaging they have to memorize—so adoption becomes an advantage, not a rollout risk.
We validate internal beliefs against external perception. The greatest value often lies in the gap: what your teams assume customers care about versus what actually drives trust, loyalty, and deeper relationships.
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Where Brand3D Applies Most Often
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.
mergers & Acquisitions
How Brand3D helps:
Rename & Modernize
How Brand3D helps:
Attract Younger Generations
How Brand3D helps:
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.
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.
