HVFCU Case Study

To create a Strategic Analysis Report capturing the essence of our research, which involved interviewing key leadership, members, and staff.  We interviewed employees of The Investment Center and general employees to understand their perspectives and invited their suggestions as ideas to be considered. Feedback from the employee interviews provided us insight into opportunities to clarify misconceptions about The Investment Center.  From there, multiple naming, logo and tag line options were discussed and the current logo and tag line were chosen.

We created a themed campaign for employees to ensure their buy-in, which included writing a speech that was given at an employee event, giveaway suggestions and ideas for branch involvement moving forward. For consumers we created and produced a radio ad, marketing materials, buck cards, a general print ad and Big Picture Book.

The Investment Center was launched with enthusiasm from general staff and was well received by the public. The radio ad was recognized with an award from The Advertising Club of Westchester. Most importantly, Jeff Thatcher as well as other staf shared their pleasure with our efforts.