Prior Experience - Financial Marketing Solutions

FINANCIAL MARKETING SOLUTIONS
Business Organization & History
Financial Marketing Solutions
615.591.2073
230 Franklin Road, Suite 806
FinancialMarketingSolutions.com
Franklin, TN 37064
FMSsocial.com
_ Introduction
We’re Financial Marketing Solutions, or simply FMS. As our name implies, we were created to be the solution. We build brands
that are unique and experiential. We craft each brand as if it were our own.
We are a highly motivated team, a concise group of strategists and creative thinkers dedicated to making a positive impact on
every client, delivering powerful messages that turn heads and inspiring organizations to think about branding and marketing in
an entirely new way.
One thing that’s special about us is that we’re all about the financial industry: challenges, opportunities, teams, hearts, minds
and souls. We have extensive expertise in the areas in which financial organizations need assistance. We only serve the
financial industry; clients across the country who recommend our work in the specific areas in which you are requesting
assistance; we have won awards in these categories year after year; we are regularly quoted in the press for our views
on strategic marketing and branding; we are recognized by our peers and colleagues as experts in financial marketing; and
we know of no other agency in the country who can do what we do, pairing extensive financial knowledge with decades of
experience in strategic, creative and interactive marketing solutions. This unique value makes us a great choice when you want
immediate results from a specialized agency with a great track record for getting things done on time and within budget.
Creativity is important to us, but strategy is paramount. Without strategy, it’s just marketing fluff. We believe a solid brand
should accomplish goals, impact the bottom line, stand for something, affect positive change, be memorable, capture the
imagination, come alive through an interactive experience and be recognizable no matter where you are.
Our attitude and approach to financial marketing is also pretty unique. FMS is spirited, optimistic, aggressive, driven, witty,
always passionate and known for an unerring sense of excellence. We’ve collectively spent decades immersed in the industry,
creating brands and marketing campaigns that are strategically based and creatively distinctive.
All of our brands are built with care, personal devotion and obvious passion. Our proven, open-dialogue approach and
discovery process to brand yields constantly changing ideas, experiments and inspirations. From our process, we develop a
flexible and comprehensive brand system and branding strategy, encompassing a diverse range of materials from complex
websites to emotive TV commercials to small, hand-crafted leave-behinds and beyond.
The banking world is not the same as it was 10 years ago, 10 hours or even 10 minutes ago. Neither are we. Our vision is to
pursue constant forward motion so our clients stay ahead. Our ongoing goal is to remain THE expert in financial marketing.
Business Organization & History
_ History
Since our inception in 2004, our company has embodied what we love and what we like to do. We surround ourselves with
people and projects that we enjoy. This is why our work is so full of passion and fun. We love FMS and our clients, and that joy
shows in our work.
Prior to founding FMS, CEO and President Tim Pannell was responsible for the rollout and leadership of the financial services
division of a Nashville-based marketing communications agency. He has spent the past 27 years immersed in the financial
services industry. Some of our colleagues have been with us since we first began FMS; and most members of our team have
extensive agency experience serving a wide range of industries and clients. Notably, we also have four team members who are
graduates of the School of Bank Marketing & Management.
Several members of our team are frequently asked to speak on topics ranging from brands to strategic marketing, digital
marketing, social media and everything in between. Tim Pannell speaks around the country about branding, strategic marketing,
training, motivating, leading and even organizing a bank. He has spoken extensively as a keynote speaker, participating
in panel discussions, state and national conferences, and international business meetings. This past year, Tim Pannell was a
faculty member at the ABA Stonier Graduate School of Banking and the Virginia Bankers school of banking, teaching branding
and strategic marketing. He has also spoken at the ABA President’s seminar, ABA Director’s Forum, ABA Bank Marketing
Conference, SWGSB Director’s Forum and the European Financial Marketing and Management Conference in Paris. He is
currently a board member for the ABA Bank Marketing conference. He also provides strategic planning consultation to clients
across the country.
As the director of interactive services and media, as well as the executive vice president of our new FMS Social division, Amber
Farley is the industry guru on all things digital. Featured at marketing events and on webinars around the country, Amber is a
sought-after speaker, expertly explaining the often-confusing techniques and strategies of interactive marketing in terms everyone can understand. In addition to her regular speaking on the webinar circuit, her recent speaking engagements include talks
on social, local and mobile strategies at the Community Bankers Association of Illinois, Washington Banker’s Association and
Georgia Banking School; digital marketing at the ABA School of Bank Marketing & Management; and ABA Successful Strategies
for Social Media Webcast Parts 1 & 2. Her upcoming speaking schedule includes ABA Successful Strategies for Social Media
Webcast Parts 3 & 4; discussing social media for marketers and IT for the Georgia Banking School; social media at the Georgia
Bankers Association Marketing Conference; and social and digital marketing at the ABA School of Bank Marketing & Management.
Narrative
Financial Marketing Solutions is a solid agency partner, providing strategy, creative, interaction
and ongoing guidance with the development and execution of comprehensive marketing communications, including but not limited to external branding, internal branding, website development,
digital media, direct marketing, social media, targeted advertising and special events.
_ Our Process
At Financial Marketing Solutions, we have a very deliberate process by which we seek to meet the marketing/branding needs
of all of our clients. We would expect there to be an initial discovery process so that our agency can truly get to know the company, the brand, the strategy, the goals, the people and the markets in which they serve. We envision sending the company
a series of questionnaires to be distributed to the executive team, the marketing team, IT, sales and some select employees
(and possibly directors, depending on the bank’s comfort level). These questionnaires would allow us to learn more about the
company’s brand, personality and strategy.
We would also like to bring a team of our people to your organization to spend two days with your team and have some key
meetings. We would like to have a meeting with the executive team so that we can ask questions and learn more about their
personalities. We would like to meet with IT and discuss systems and capabilities, and we would like to be able to meet with
the marketing team and discuss the brand and the identity of the company. The discovery stage will take about 6 weeks on the
front end, and it will allow us to connect quickly and be able to better represent your brand in everything we do.The complete
brand discovery will include the following:
1. Surveys and questionnaires for the executive team, directors, selection of employees, sales, marketing and IT.
2. Strategic meetings with the executive team, marketing and IT.
3. Focus groups with customers (optional).
4. Focus groups with non-customers (optional).
5. Focus groups with employees.
6. General market research and analysis as it relates to corporate goals.
After we have been able to learn about your brand and meet with your team, we would then begin the process of working with
your team to determine an identity and a complete brand strategy.
We prefer to be able to put together for our clients a presentation outlining the strategic and creative direction with media strategy
and a to-the-penny budget of the cost of all items involved. It is our experience that addressing the entirety of the brand strategy
at one point allows for greater continuity in presentation and messaging of the brand. After we have locked in the brand identity,
our creative team will demonstrate how to communicate this brand strategy. At the same time, we will also involve digital, social
and media into the conversation for ideas, input and direction. The end goal of these efforts would be a complete presentation
outlining creative, strategy, tactical, media, social, digital and timelines for every piece of the branding effort.
After our two teams have reviewed the presentation, we would then begin the process of production and implementation. We
would work with you to put together a spreadsheet outlining each element of each campaign with responsibilities and deadlines in
order to meet our target date for launching each effort.
Narrative
Each client has a dedicated client services individual from FMS that manages the entire account. The client representative is
the day-to-day contact that works with the client to make sure all the projects are being completed and needs are being met.
While it is not uncommon for FMS to talk to a client every day concerning something that is being done, we traditionally
schedule a standing weekly call between FMS and the client to review each project, its progress, its effectiveness and any
next steps or additional needs.
FMS has project management software that we use internally called Function Point. This software allows us to manage the
work and communicate internally between team members. Communication and collaboration with the client generally occurs
between email, phone calls and personal visits. We have found that these vehicles of communication have produced the best
results for relationship building and day-to-day work.
Technical Work Plan
At Financial Marketing Solutions, our discovery process ensures we understand fully the
company’s brand personality and the strategic objectives of the project.
At Financial Marketing Solutions, we begin each project with the discovery process outlined on page four to make sure we
understand fully the strategic objectives of the project. Depending upon the size of the project, this discovery stage could be
anywhere from 6-8 weeks in duration. This discovery process begins with questionnaires from our team to the company, follow
up discussions with the appropriate team members, a summary of the project and a final creative brief to inform the necessary teams (creative, media, social, etc.) of the scope of the project.
Once the brief is finalized, the internal team will begin the process of developing a presentation for the client. This process can
take anywhere from 4-6 weeks depending upon variables. However, at the end of this timeframe, the agency will present to the
client strategic objectives, media recommendations and creative direction with a to-the-penny budget of all costs involved.
Traditionally, the client and agency discuss and tweak accordingly and then move the work to the production stage.
The production stage will begin with a production meeting at our offices in Franklin, TN between the client and agency in order
to outline each piece of the project, processes for completing the project and responsibility and timeline for getting the work
done. A spreadsheet will be provided to the client, and a weekly call will be scheduled to oversee production of all projects
until they are completed.
01
02
03
04
Prior Experience
Financial Marketing Solutions just celebrated its 11th anniversary. FMS was created to be a
branding/marketing firm that specializes in the financial services industry. From the beginning,
our passion has been to grow and learn, and to be the intellectual and creative resource that
our clients expect us to be.
Over the past 11 years, we have worked with financial institutions throughout the country, developing brand strategies, strategic
marketing, digital marketing, retail merchandising, cross-selling and onboarding strategies, officer call programs, collateral, direct
marketing, merger/acquisition strategies, wealth management campaigns and social media strategies. While we have won
numerous awards for our creativity, the most important reward is the impact to the bottom line for our clients.
As a result of our concentration in the banking industry, FMS has had the opportunity to speak at many of the American
Bankers Association national events, teach at the ABA School of Bank Marketing & Management and Stonier Graduate School.
(We even have four graduates of the ABA School of Bank Marketing & Management on staff.) This exposure and opportunity
enables us to learn even more about what is going on in the banking industry around the country and allows us to bring that
knowledge to every project we work on with our clients.
Following is a sampling of some of our recent work with clients around the country. These samples do not represent the totality
of all that FMS has done for banks, but give a good representation of our capabilities within the industry. Also, each of these
projects represents a different timeline as outlined in the above statement on our process. We have not included any particular
cost with these projects because we have a non-disclosure agreement with each client that restricts us from revealing such
details; however, given the opportunity to discuss these projects in person, we will give a ballpark range so that there can be a
reference point for review.
Prior Experience
Field & Main Bank
270.831.1567
Danielle Falconer, APR
Senior Vice President,
Marketing and Communications
Henderson, KY
[email protected]
Conversion Document
WELCOME TO
Brand Book
What is Field & Main Bank?
it is the essence of
THOUGHTFUL VALUES
FIELD & MAIN BANK BRANCHES
HOW WILL THIS AFFECT YOUR DEPOSIT ACCOUNT?
HOW WILL THE MERGER AFFECT YOUR BRANCH?
HENDERSON // MAIN OFFICE
EVANSVILLE // BURKHARDT ROAD
As a customer of Ohio Valley Financial Group or BankTrust Financial, our goal for
Ohio Valley Financial Group and BankTrust Financial will close at the end of the business day
BankTrust Financial, are merging to create a stronger and more resilient
you is a seamless transition. To that end, your current accounts will function as they
on Friday, January 23, 2015, and reopen on Monday, January 26, as Field & Main Bank.
financial institution called Field & Main Bank. Both existing institutions are
currently do, and your checks, debit cards and ACH/direct deposit transactions will
140 N. Main Street
Henderson, KY 42420
(270) 831-1500
1020 N. Burkhardt Road
Evansville, IN 47715
(812) 402-7474
Two Henderson-based community banks, Ohio Valley Financial Group and
well capitalized and independently sound banks. Joined as Field & Main
remain valid until new debit cards are issued in mid-2015. Information about your
Bank, the merged organization will be well positioned for long-term growth.
new card will be sent to you at that time.
If you are one of the few customers who will receive a new account number, a Field &
Main representative will personally contact you to guide you through the transition. In
the majority of cases, even your login credentials for online banking will remain the
same, as will your mobile banking and electronic statement preferences.
What is Modern Craft Banking?
As part of the merger, hours at some branches will temporarily change. Some branches
lobby :
lobby :
will close permanently. Here are important details about select branch locations:
Monday – Friday: 8:00 a.m. – 5:00 p.m.
Monday – Friday: 9:00 a.m. – 5:00 p.m.
drive - thru :
drive - thru :
Monday – Thursday: 8:00 a.m. – 5:00 p.m.
Friday: 8:00 a.m. – 6:00 p.m.
Monday – Friday: 9:00 a.m. – 5:00 p.m.
Saturday: 9:00 a.m. – 12:00 p.m.
ON SATURDAY, JANUARY 24:
Ohio Valley Financial Group’s Old Orchard and Evansville, Indiana,
branches will be open as usual to serve Ohio Valley customers.
BRANCH CLOSINGS:
The BankTrust Financial main office on North Main Street and branch on
Stapp Drive will close permanently at the end of the day on January 23.
your account.
A full list of branches and hours can be found on the back panel of this brochure.
Banking. We will focus on creating crafted solutions with bankers who take the
time to understand the breadth of your needs and ambitions. We’ll create a
HOW WILL THIS AFFECT YOUR LOAN?
Your loan terms and payment options are unchanged. However, all BankTrust Financial
Field & Main Bank customers will experience Modern Craft Banking in many
if you are a current consumer loan or mortgage loan customer at BankTrust Financial,
customers will receive a new loan account number at the time of the merger. Additionally,
ways. Beginning at our main office in Henderson, customers will interact with
you will receive a new coupon book for ease in making your monthly payment. Monthly
our bankers at freestanding service pods, providing an opportunity to get to
mortgage loan statements will no longer be mailed to the customer.
know bankers like never before. Soon, all Field & Main customers will have this
opportunity. Every aspect of Field & Main is being thoughtfully designed to bring
you a banking experience that’s personal and tailored to meet your needs.
HENDERSON // OLD ORCHARD
LEXINGTON // LOAN PRODUCTION OFFICE
400 Barrett Boulevard
Henderson, KY 42420
(270) 831-1550
201 West Vine Street
Lexington, KY 40507
(859) 687-0223
Thank you for being our valued customer. Our team is pleased to answer any
Monday – Friday: 8:00 a.m. – 5:00 p.m.
Monday – Thursday: 8:00 a.m. – 5:00 p.m.
WILL ONLINE BANKING CHANGE?
Friday: 8:00 a.m. – 6:00 p.m.
Saturday: 8:30 a.m. – 12:00 p.m.
banking access; however, beginning at 5 p.m. on Friday, January 23, BankTrust
VISIT US ONLINE
Financial customers will be unable to access accounts via online banking. Any BankTrust
Our new website,
Financial customers who may have questions may call toll-free (888) 831-1500 for
www.fieldandmain.com,
If you are an Ohio Valley Financial Group or BankTrust Financial loan customer, we
assistance. BankTrust Financial customers can log in on or after Monday, January 26,
will launch on January 26.
at www.fieldandmain.com.
Field & Main Bank, Inc., ISAOA
CALL US
(270) 831-1500
(888) 831-1500 TOLL FREE
Most customers will be able to use their existing username; however, all BankTrust
Financial customers will be prompted to use a different password at that time. Our
P.O. Box 5
online banking system will walk you through the process. Once completed, you
will have full access to online banking. Technical assistance with online banking is
available by calling (888) 831-1500.
Saturday: 8:30 a.m. – 12:00 p.m.
drive - thru :
Ohio Valley Financial Group customers will experience no changes with their online
Henderson, KY 42419
life is a
COLLABORATION
t h a t b r i n g s u s t o g e t h e r.
lobby :
well as Field & Main Bank.
kindly request that you contact your insurance agent to confirm that the loss payee or
mortgagee on your policy (whether it be a homeowner’s or auto policy) reads:
blended with
for being relevant
i n m o d e r n t i m e s.
Who can help answer your questions about
the merger and Field & Main Bank?
questions you have about your account, loan or insurance, our banks’ merger, as
customized banking solution just for you by choosing from our diverse range
of financial products.
the warmth of
A V IS ION
OUR STORY
BankTrust Financial’s East Bridge Street branch in Cynthiana will be closed.
Our team is available to answer any questions you may have. Please call toll-free
(888) 831-1500 from 8:00 a.m. to 8:00 p.m., Monday through Friday, to discuss
Field & Main Bank will debut a brand of service we’re calling Modern Craft
a n d t h e c e n t e r o f p r o g r e s s.
R E L AT I ON S H I PS
MODERN CRAFT BANKING.
drive - thru :
Not available for this location
lobby :
drive - thru :
P.O. Box 5
Monday – Thursday: 8:00 a.m. – 5:00 p.m.
Friday: 8:00 a.m. – 6:00 p.m
&
03
main. this is
lobby :
Monday – Thursday: 9:00 a.m. – 4:00 p.m.
Friday: 9:00 a.m. – 5:00 p.m.
1720 E. Second Street
Henderson, KY 42420
(270) 831-1570
WRITE TO US
Field & Main Bank
Henderson, KY 42419
this is field
141 East Pike Street
Cynthiana, KY 41031
(859) 234-3150
HENDERSON // EASTGATE
Monday – Friday: 8:00 a.m. – 5:00 p.m.
EMAIL US
For general inquires, email us at
[email protected].
CYNTHIANA // EAST PIKE
CYNTHIANA // EAST BRIDGE
103 East Bridge Street
Cynthiana, KY 41031
(859) 234-8033
lobby :
Not available for this location
drive - thru :
Monday – Thursday: 8:00 a.m. – 5:30 p.m
Friday: 8:00 a.m. – 6:00 p.m
Saturday: 9:00 a.m. – 12:00 p.m
WHAT IS
MODERN CRAFT BANKING?
For customers, this is a tailor-made experience. It’s banking that’s built on handshakes and
bolstered by excellence and integrity in work and word. By building this our own way, we
provide a sense of individuality and creativity.
It’s our belief that people matter more, and we’re committed to caring better. This is the way
banking should be.
09
Website
We value the strengths, quirks and individuality of our team members. It’s what makes people
choose to bank here. We are continually learning. We may fall, but never far. Never for long.
You’re surrounded by people who care about our craft, about our customers, about you. When
you need help, look to the team. When you have a solution to a problem, take it to the team.
When you have challenges to overcome or victories to celebrate, take it to the team. We will do
more than we thought possible, and we will do it together.
8
Internal Branding
i t i s t h e e s s e n c e of
THOUGHTFUL VALUES
and the center of progress.
the warmth of
RELATIONSHIPS
blended with
A VISION
for being relevant
i n m o d e r n t i m e s.
life is a
COLLABORATION
that brings us together.
this is field
&
main. this is
MODERN CRAFT BANKING.
JANUARY 26, 2015
MCB 001
Prior Experience
Field & Main Bank
Brand Card
Branding Print Ads
MODERN CRAFT BANKING
IT’S AN OLD WAY
MODERN CRAFT BANKING
MODERN CRAFT BANKING
IT’S A NEW WAY
BANKING CAN BE
PERSONAL AGAIN
OF DOING THINGS
OF DOING THINGS
COMPLETELY REIMAGINED
THAT HONORS OUR CRAFT
To be a cornerstone in Henderson and Evansville, we’re paying living homage to the
Where modern tools and classic service meet, truly special things happen. There
THIS IS A TAILOR-MADE EXPERIENCE
We are restoring forgotten banking values, making them relevant here and
craft of banking. Here, you’re a friend, a neighbor and then a customer. Values like
will always be a deep appreciation for a well-crafted experience. Here, we
now — in Henderson and Evansville. We believe in the art of service. We believe in
that are timeless. That’s the kind of banking you deserve. We’re glad to bring it to you.
honor the past and look to a bright future. Welcome to modern craft banking.
crafting solutions one person at a time. It’s an old way of doing things, made new.
HENDERSON | EVANSVILLE
FIELDANDMAIN.COM
FIELDANDMAIN.COM
FIELDANDMAIN.COM
WE OBSESS OVER THESE FIVE SUSTAINABLE TRUTHS:
COMMUNITY
Get involved in impactful ways.
RELATIONSHIPS
Branding Billboards
Create a culture of intentional care and mutual respect.
ACTIONS
Be innovative, inspire others and make it fun.
FINESSE
Craft solutions that meet unexpressed needs.
TEAMWORK
IT’S AN OLD WAY OF DOING THINGS
Encourage collaboration and strive for excellence.
IT’S A NEW WAY OF DOING THINGS
HENDERSON | EVANSVILLE
THESE DEFINE OUR APPROACH TO MODERN CRAFT BANKING.
HENDERSON | EVANSVILLE
Statement Cards
VISION
02
It’s what happens when a strong
partnership yields a better bank.
01
WHAT
WHY
MO DE R N
CR AF T
BAN K IN G
01
02
We’re reinventing banking.
A F U SI O N O F
F O R G OT T EN VA LU ES A N D
M O D ER N PR O G R ESS
03
T H O U G H T F U L LY
C R A F T ED B A N K I N G
EX PER I EN C ES
As it becomes more difficult to tell one bank from another, there
Life is a collaboration that brings our customers and us together,
is a renewed respect for craft. To us, this passion is very personal.
and that’s how it’s meant to be. We have a true sense of purpose
Ohio Valley Financial Group is joining with BankTrust Financial
behind everything we do. Field & Main is here to be strong. Give
to create Field & Main Bank. We’ll be investing something more
than money into customers; we’ll invest time, compassion, energy
03
back. Be different. We’re enthusiastic about what lies ahead
because we stand for something, we follow our instincts and we
and commitment. We’ll invest in person-to-person relation-
have a heart for service. We’re creating a new banking experience,
ships. We’ll invest in our community. Modern Craft Banking is
unlike anything you can imagine, that’s sensitively crafted to
full of possibilities.
serve your every need.
04
06
TH E NAM E F IELD & MAIN IS THE
F U SIO N O F TH E K EY BAN KIN G
AP P R OAC H ES WE EM B RACE ;
04
TR AD ITIO NAL C O M M UN ITY VAL UES
AND P R O G R ESS—BECAUSE BAN KIN G
IS IN FACT IN CONSTANT MOVEMENT.
SCOTT DAVIS
CEO, OHIO VALLEY FINANCIAL GROUP
Handy Blues Fest Sponsorship
FOR A FULL LIST OF PERFORMERS AND A SCHEDULE OF EVENTS, VISIT HANDYBLUES.ORG.
Kick off the festival weekend with Field & Main Bank at
our newly redesigned branch in downtown Henderson
on Thursday afternoon.
Bring the family and enjoy games, snacks, drinks,
and even some live music from Tyler Mac.
140 N. Main St.
June 17th
4 – 6 p.m.
JOIN US FOR
A PREVIEW PARTY!
YO U ’ R E I N V I T E D
SNACKS H GAMES H LIVE MUSIC H FUN
HANDY FESTIVAL KICK-OFF CELEBRATION
Wednesday, June 17, 2015
4:00 - 6:00 p.m.
Main parking lot of Field & Main Bank
140 N. Main St., Henderson
Kick off the festival weekend with Field & Main Bank. We invite
you to bring your family and friends to a Handy Festival preview
performance by the Tyler Mac Band. Plus, take a peek at our newly
redesigned and innovative banking center in downtown Henderson.
Enjoy snacks, drinks, games, good company and great fun!
Limited seating is available. Feel free to bring lawn chairs or blankets.
FIELDANDMAIN.COM
P.O. BOX 5
HENDERSON, KY 42419
06
Prior Experience
First American Bank & Trust
Rhodes McClanahan
706.354.5093
Athens, GA
Chief Operating Officer
[email protected]
Brand Conviction Icons
Brand Conviction Print Campaign
Vision
Vision
Vision
Heart
Heart
Heart
Wisdom
Wisdom
Wisdom
Balance
Balance
Balance
Support
Support
Support
There’s Balance Here.
There’s Wisdom Here.
There’s Vision Here.
Remaining strong and stable through
Over 85 years, we’ve learned that the
When you have an idea, you go after it.
85 years of economic ups and downs
financial needs of people, businesses and
It’s great when your banker can catch
requires a level foundation. We take the
communities can be anticipated. At First
your vision too. At First American
time to balance the needs of our customers,
American Bank & Trust, we have a deep
Bank & Trust, we know it’s all about your
team members and community. When
understanding of what’s needed, what’s
dreams and your goals. So look to us
these priorities are aligned, everyone wins.
ahead, what won’t work and what will.
when that next great opportunity hits. If
That balance allows us to perform like a
We value wisdom. We are flexible and
it will build stronger relationships, provide
leader, serve like a friend and be here
resourceful; accountable and trustworthy;
resources, improve business or enhance
for the long haul.
confident and growing smarter by
communities, we’re all for it.
the minute.
Sam Drennen
Group Vice President
Retail Banking
NMLS# 78230
FirstAmericanIsHere.com
New Accounts Folder
Brochure. We’re HERE to help.
Welcome. We’re
glad you’re HERE.
If you need anything at all,
you can always use this card.
tele 706 354-5000
fax
706 354-5001
Helen Pinson
Assistant Vice President
Commercial Development
NMLS# 787114
Story Poster
Your new account documents.
300 College Ave.
Athens, GA 30601
Member FDIC
FABAthens.com
FirstAmericanIsHere.com
Member FDIC
Craig Meeks
Executive Vice President
Commercial Banking
NMLS# 419258
FirstAmericanIsHere.com
Brochure
Member FDIC
Prior Experience
First American Bank & Trust
Commercial / Business Banking
Print Ad
Direct Mail Postcard
Officer Call Folder
Business Brochure
Lunch and Learn Invitation
Power Lunch Card
Book Wrap
Prior Experience
Union Bank
Thomas Combs
919.603.5030
Oxford, NC
President / CEO
[email protected]
Personal & Business Brochures
IT’S
PERSONAL
BANKING WITH UNION BANK.
LET’S TALK
BUSINESS
BANKING WITH UNION BANK.
Our Story
SMILE, AND EACH DAY IS BRIGHTER. EVERY MOMENT HAPPIER. A CAN-DO ATTITUDE
MAKES IT HAPPEN. EVERY FRIEND WE SERVE, EVERY BUSINESS, EACH COMMUNITY WE
TOUCH — WE WANT TO MAKE THEM BETTER. WE CAN. AND WE ARE. LIFE, WORK, PLAY,
FAMILY AND FRIENDS ALL FEEL THE BENEFIT OF GOOD, OLD-FASHIONED, MODERN
KINDNESS. AND WE DON’T STOP THERE. WE STRIVE TO MAKE OURSELVES BETTER,
MAKE THIS BANK BETTER. EVERY SINGLE DAY. TODAY CAN BE BETTER THAN YESTERDAY.
WE HOPE YOU ENJOY THIS BROCHURE. A LOT. : )
WHEN IT COMES TO SERVICE, WE’RE ALL BUSINESS.
Branding Billboard
TOMORROW, BETTER STILL.
Drive-Thru Banner
BUSINESS CHECKING ACCOUNTS
Union Bank offers convenient choices to help our business clients manage expenses more easily. All
of our business checking accounts offer a suite of complimentary features including a debit MasterCard®, online banking, bill payment service, e-statements, first order of checks and 24-hour telephone
banking. Choose which account works best for you and your business.
Branding Ad
WHAT IS BETTER?
Business Banking Direct Mail
Let’s talk business
YOU’RE
HOLDING
THE KEY
TO A
BETTER
DAY.
Every day can be better with the right business
banking partner. Union Bank is committed to
supporting local businesses like yours with
highly personalized service and a full suite
of the latest business banking accounts, loans
and conveniences. To hear more about our
approach to business banking, take a look at
our short video on the enclosed flash drive. If
I may be of service, give me a call. I’m here
to improve your banking experience, enhance
your business and make every day better.
It’s not complicated. Better is a bank that is always improving. It’s what happens
when bankers are committed to continue learning, when customers’ passions drive
My cell number. Call me any time.
new banking technologies, when businesses succeed and when communities grow.
This is our promise.
Member FDIC
Brand Story Poster
WE ARE HERE
TO MAKE
EVERY
DAY
BETTER.
UnionBanknc.com
Business Banking Ad
A PERFECT UNION:
WakeMed Health & Hospitals + Union Bank
In Wake County, business owners partnering with Union Bank are ambitiously
setting their sights on getting better. We’re for businesses going places, companies who want to improve efficiency, maximize investments, anticipate cash
flow needs and be ready for opportunities.
Member FDIC
UnionBankNC.com
MEMBER FDIC
UnionBanknc.com
Prior Experience
Union Bank
Website Home Page
Website Product Page
Home Page Banners
Intranet Home Page
Prior Experience
S Bank
Dana A. Potts
912.654.3411
Savannah, GA
President & CEO
[email protected]
Internal Brand Posters
Building Concept
64' - 2"
MECH.
ELEVATOR
EQUIPMENT
008
WOMENS
STAIR
ELEVATOR
005
007
Up
003
MECHANICAL
ELECTRICAL
004
CORRIDOR
MECH.
006
010
MENS
JANITOR
COFFEE
SHOP
011
COLLABORATION
CENTER
Dn
LOUNGE AREAS,
WHITEBOARDS,
DISPLAY BOARDS,
WORKSTATIONS
CONVERTIBLE TO
CONFERENCE
SETUP
DART CENTER
Dn
FILES
TO
L EAD
STRI VE
TO
WORK
ALONE
CORRIDOR
022
MEET
SMALL
66' - 4"
LIBRARY
009
STRIVE
001
002
021
I NSPI RE
Dn
PLAY
PLATFORM
CONCEPTING TOOLS
AND GAMES
02
025
WORK
TOGETHER
BUILD
GLUE, PAPER,
CUTTING BOARDS
COPIERS, STUFF
FOR BUILDING
MULTIPLE
WORKSTATIONS
Dn
01
Up
23' - 0"
DN
Business Banking
MEET BIG
VIDEO CONFERENCING,
LARGE CONFERENCE TABLE,
BUFFET AREA
30' - 8"
STRIVE
119 East General Screven Way
Hinesville, GA 31313
Meet your
new partner.
THE S BANK
CENTER FOR AMBITION
Collaboration with SCAD
A collaboration with Savannah College of Art and Design
to develop a truly innovative and useful place for
businesses to thrive, create and collaborate. Senior
student teams submit proposals and the winning team’s
design would be constructed.
An ambitious bank for the entrepeneurial spirit, S Bank is a community-owned bank for independent thinkers who strive for more,
and seek a financial partner to help fuel that progress.
SMALL BUSINESS SOLUTIONS
|
LOCAL LENDING STRENGTH
INNOVATIVE TECHNOLOGY | SHARP, EXPERIENCED BANKERS
SBank.com
A TRIBUTE TO AMBITION:
Brochures
KELLY CHALMERS
Owner | Serenade Coffee Company
Kelly set out to build something more than just another coffee shop. She wanted to create
a socially, environmentally conscious community collaboration center. With the proper
technology and some powerful lending solutions, Serenade Coffee Company now has
four locations and sells their products all over the world. Stop by a shop and get a taste
of just how far you can go with a little ambition.
SMALL BUSINESS SOLUTIONS
|
LOCAL LENDING STRENGTH
INNOVATIVE TECHNOLOGY | SHARP, EXPERIENCED BANKERS
SBank.com
Brand Ad
Website
Personal
Banking
Business
Banking
Don’t settle.
Strive.
You’re not here to be mediocre. You’ve set your sights on being your best. We believe in your
ambitions, and we admire who you are and what you’re doing. So we’re your partner—the one
who provides you with financial guidance and support every chance we get.
SBank.com
Prior Experience
Community Bank of the Cheseapeake
240.427.1122
Hillary Theriault, CFMP
Senior Vice President
Director of Marketing
Waldorf, MD
Posters
[email protected]
External Branding
What we deliver.
How do we exceed expectations?
COMMUNITY IS OUR NAME,
AND WE LIVE IT EACH DAY BY
EXCEEDING EXPECTATIONS.
E
Elevate Your Community
X
Xtend Respect
C
Communicate Clearly
E
Embody Professionalism
We are always community-focused.
MORE CREATIVE SOLUTIONS.
MORE SUPPORT. MORE ENERGY.
GREATER COMPASSION.
IT’S THE BEST PART
ABOUT BEING A TRUE LOCAL BANK.
We embrace diversity and appreciate differences.
We are communicative and timely.
WE CAN GET THINGS DONE,
STRENGTHEN BUSINESSES
AND DRIVE THIS COMMUNITY
TO ITS FULLEST POTENTIAL.
AMAZING THINGS ARE POSSIBLE
Amazing things happen when we work together.
Your professionalism reflects our bank’s identity.
E
Embrace Accountability
D
Do the Right Thing
We have a legacy of caring for this community. It’s a commitment that
has never wavered. And why would it; it’s our name. But we couldn’t
do it alone. We team up with you every chance we get. We exceed
Accountability means accepting responsibility.
expectations, together.
Join the community and impact the arts.
When you bank here, you help us have a tremendously positive impact
on local arts. Together, we give our ideas, time, strengths, resources and
leadership to make local theaters, museums and arts programs stronger,
make this community stronger.
WHEN WE WORK TOGETHER.
Exceeding Expectations
It’s more than a slogan.
Have intergrity because it’s the right thing to do.
What’s expected.
1-888-745-2265 • cbtc.com
Website
Brochures
Business Banking
in the Community
Wealth Management
Personal Banking
in the Community
Collateral
Make each day count by setting
specific goals to succeed, then
putting forth every effort to exceed
A Proposal For
The ARC Of Southern Maryland
your own expectations.
Welcome
to the Community.
Business Banking
in the Community
Les Brown
Executive Summary
Community Bank of Tri-County has been providing financial services to our neighbors since 1950. August 24, 2014
What began as one small office to serve the lending needs of our neighbors has turned into a network
of offices located throughout the region. We offer the tools that help businesses succeed, and as a
fellow local business, we have a deeper knowledge of the business community.
Over the years, we’ve developed a big reputation for quality service and an exceptional commitment
to our customers. We call it Exceeding Expectations but it is more than a combination of words; it’s our
promise. Every day the people at Community Bank go the extra step to help our customers. Whether
it’s because they need some financial advice or because it’s raining and they forgot their umbrella, we
are there for our customers.
Community Bank welcomes the opportunity to partner with the ARC of Southern Maryland.
We recognize the importance of proper budgeting and keeping your costs low. We would like the
opportunity to help you reduce your costs while at the same time leveraging available interest-earning
vehicles. We want to help you reach your goals. In a crowded marketplace full of choices, people and
businesses continue to choose Community Bank. Let us show you why!
Exceeding Expectations
cbtc.com
Welcome
to the Community.
Wealth Management
Exceeding
Expectations
Exceeding Expectations
1-888-745-2265 • cbtc.com
Prior Experience
Community Bank of the Cheseapeake
Business Banking
I’ve never seen
business banking
with such quick
I’ve never seen such a
Team Approach
to Business Banking.
Response
Times.
Monroe Jergens
CEO
Lapsalia Semiconductor
Suzanna Meior
President A Team Approach is just one of the
Lavender Group
ways we exceed expectations.
More and more businesses are relying on Community Bank of the Chesapeake
1340 Central Park Boulevard, Suite 106
Fredericksburg, Va. 22401
because we deliver on our promise to exceed expectations. We believe it
takes a great team to help our businesses clients succeed. We’ve got local experts in everything from cash management to business loans and we work
Virgil Pranderne
Owner
Degoba Staffing
together to make some amazing things happen. Give us a call and see how a
team approach to business banking can work for you.
Customized Solutions | Local Decisions | Unbelievable Service
Full Suite of Business Services | Team Approach
John Q. Customer
121 Bradford Place
Fredericksburg, VA 22401
1-888-745-2265 • cbtc.com
1-888-745-2265 • cbtc.com
1-888-745-2265 • cbtc.com
Cross-Sell Campaign
Internal Branding
RED SAIL AWARD
2014
PRESENTED TO
Smooth sailing with bill-pay and e-statements
JOHN Q. PUBLIC
Make short work of your bill paying with our easy electronic bill-payment system
and e-statements. Simply sign up to pay bills online one time or on a recurring
basis, saving you time and money. And be sure to request e-statements rather
than paper ones. These are just a few of the ways we exceed expectations!
F O R C O N S I S T E N T LY E XC E E D I N G E X P E C TAT I O N S
Banking is smooth sailing
with bill-pay and e-statements.
Sign up today!
We are here to
Exceed Expectations.
1-888-745-2265 • cbtc.com
Elevate Your Community
Xtend Respect
Communicate Clearly
1-888-745-2265 • cbtc.com
Embody Professionalism
Embrace Accountability
Do the Right Thing
Social Media Strategy
Prior Experience
Uwharrie Bank
Nicole M. Williams
704.991.1276
Albemarle, NC
Vice President of Marketing
[email protected]
Posters
Internal Branding
WE ARE HERE TO
MAKE A DIFfERENCE
WHAT A BANK DOES IS WHAT COUNTS,
NOT WHAT IT INTENDS TO DO.
SO WHAT WE DO IS
MAK E A DI Ff ERENCE
WE INSPIRE CHANGE.
WE MAKE THE WORLD BETTER.
WE PUT PEOPLE
AHEAD OF PROFITS
TO US, BANKING IS LIVING BY OUR VALUES.
DOING THE RIGHT THING.
MAKING A DIFFERENCE.
IT’S NOT JUST OUR SLOGAN. WE BELIEVE IT. EVERY DAY,
WE’RE MAKING A DIFFERENCE.
uwharrie.com
Website
Stationery
PO Box 338 | Albemarle, NC 28002
800-438-6864 tel | 704-983-5548
fax
PO Box 338
Albemarle, NC 28002
Nicole M. Williams
Vice President, Marketing
nwilliams@
uwharrie.com
704 991-1276 dir
800 438-6864 tel
704 983-5548 fax
PO Box 338
Albemarle, NC 28002
Collateral
BUSINESS
BANKING
BUSINESS
BANKING
SECTION
TITLE
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ESCITATURSI VENDA
aut occulpa verspicim harum escitatur, si venda accumqui vollab ipiendent
eius, nis pliquundam, cum dio te nis a eum aut ut volorrum voloratur as
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dignaturi con parumquam que sitatur? Epudias magnate vellabo.
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incium voluptus voluptis ut a verovidi dolo tem delent doluptaquo cum
vonus as illabor erehenit quiae vellaccus, coruptio.
ESCITATURSI VENDA
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dam, cum dio te nis a eum aut ut volorrum voloratur as maio voluptis nonsequ
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odissundae labore, et autem eicil exceatist intem vendae nus as illabor erehenit quia
WEALTH
MANAGEMENT
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sitatur? Epudias magnate vellabo. Et quam cusam faccabo reptatem repelitectem lat.
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WEALTH
MANAGEMENT
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tieniam pondeesilius vis egeripteret dolorum
VOLUTEM AUT UT AUTEM
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ESTRUMQ UIATIONSEQUE
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ESCITATURSI VENDA
ACCUMQUI VOLLAB IPIEND
ESCITATURSI VENDA
EIUS NIS PLIQUUNDAM
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CUM DIO TE NIS A EUM
verspicim harum escitatur, si venda accumqui vollab ipiendent eius, nis pliquundam, cum dio te nis a eum aut ut volorrum voloratur as maio voluptis nonsequ
isquasim doloreperrum dolorum is sum aceperspedi dignaturi con parumquam que
sitatur? Epudias magnate vellabo. Et quam cusam faccabo reptatem repelitectem lat.
PO Box 338 | Albemarle, NC 28002
800-438-6864 tel | 704-983-5548 fax
Your new account documents.
PO Box 338 | Albemarle, NC 28002
800-438-6864 tel | 704-983-5548 fax
WELCOME
PERSONAL
BANKING
PERSONAL
BANKING
PERSONAL
BANKING
Nicole M. Williams
Vice President, Marketing
nwilliams@
uwharrie.com
704 991-1276 dir
800 438-6864 tel
704 983-5548 fax
PO Box 338
Albemarle, NC 28002
Nicole M. Williams
Nicole M. Williams
Vice President, Marketing
Vice President, Marketing
nwilliams@
uwharrie.com
nwilliams@
uwharrie.com
704 991-1276 dir
800 438-6864 tel
704 983-5548 fax
704 991-1276 dir
800 438-6864 tel
704 983-5548 fax
PO Box 338
Albemarle, NC 28002
PO Box 338
Albemarle, NC 28002
Prior Experience
Uwharrie Bank
Business Banking
KNOWLEDGE
MAKES
THE
DIFFERENCE
WEDNESDAY
DECEMBER 17, 2014
In business, it’s all in who you know, or often, what you know.
12:00 PM
WHEN YOUR BANK STAYS THE COURSE,
IT MAKES A DIFFERENCE.
Our purpose is to make a difference, and we have the opportunity to
do so by sticking by your business in good times and bad. We’re more
than a bank; we’re a true partner, here to help small companies grow
with consultation, support, timely articles, Lunch and Learn business
events, and strategic financial insights. To find out more, visit us
online. And we’ll call you soon to see how we may be of service.
At Uwharrie Bank, we’re committed to helping your business
perform at its best. So we host monthly Lunch and Learns, and
you’re invited. Join us and listen to one of this community’s
local leaders speak on timely topics that affect your business;
Dr. Johan Skiurg
meet peer business owners; and enjoy a great lunch on us.
Cash Management Strategies
Uwharrie Bank
167 North 2nd Street
RSVP
Albemarle, NC 28001
“WE NEEDED MORE THAN A BANK.”
— Amanda Jenks, Marrow Lane Design
When we started, our company grew quickly. We needed a real financial partner to help us
navigate that growth. Just a bank and loan wasn’t going to cut it. That’s why we partnered
with Uwharrie Bank. They poured their hearts into our business. We got a lot more than we
bargained for and we couldn’t be happier.
LOANS | CONSULTATION | LUNCH AND LEARNS
LEADERSHIP SUMMITS | EXPANSION PLANNING
800-438-6864
uwharrie.com
Cross-Sell Campaign
ENJOY YOUR COFFEE.
WE’LL DO THE WORK FOR YOU.
ENJOY
YOUR COFFEE.
WE’LL DO
THE WORK
FOR YOU.
With just one click, our electronic Bill-Pay saves
time, and lets you set up and pay one-time or
recurring bill payments when and how you want.
It’s fast, convenient and secure. Visit our online
tutorial center or even stop by our Saturday Morning
Coffee Club for one-on-one help in getting started.
ENJOY YOUR COFFEE. WE’LL DO THE WORK FOR YOU.
Learn how to bank completely online
at uwharrie.com
Learn about online banking, bill-pay, mobile banking, text alerts,
Sign up for
Bill-pay today.
mobile-to-mobile payments, remote deposit, and more.
VIDEO TUTORIALS | INTERACTIVE DEMOS | FAQS
LIVE CHAT SUPPORT | SATURDAY MORNING COFFEE CLUB
main office 10 a.m. for in-person demos, coffee and doughnuts
uwharrie.com
MEMBER FDIC
uwharrie.com
Internal Branding
THE WHY & HOW OF
M A K IN G A DIFfERENCE
(WHEN YOU WORK AT A BANK)
WE
ARE
MAKING
A
DIFFERENCE.
SERVE.
Make a difference through service.
GIVE.
Be generous with your time and energy.
TEACH.
Improve our community through financial education.
GUIDE.
Lead others to self-sufficiency.
MAKING A DIFFERENCE.
LEAD.
Exemplify the right balance between people and profits.
LOVE.
Let your passion propel your work.
INSPIRE.
Make a difference and motivate others to do the same.
WE
ARE
MAKING
A
DIFFERENCE.
SERVE.
Make a difference through service.
GIVE.
Be generous with your time and energy.
TEACH.
Improve our community through financial education.
GUIDE.
Lead others to self-sufficiency.
LEAD.
Exemplify the right balance between people and profits.
LOVE.
Let your passion propel your work.
INSPIRE.
Make a difference and motivate others to do the same.
GIVE.
We’re extraordinarily active in the community, not just with the money we invest but also with
people power. That’s because we hire passionate bankers who are generous at heart. And it never
hurts to be supported with paid time off to volunteer and matched dollar for dollar for your own
financial donations. Motivate us to be moved by what moves you; when you see a cause that
could use a passionate advocate, know that Uwharrie wants to hear about it. Tell us your plan for
MAKE A DIFFERENCE
SERVE.
Make a difference through service.
GIVE.
Be generous with your time and energy.
TEACH.
Improve our community through financial education.
TO DO TODAY:
1. FLOSS
2. MAKE A DIFFERENCE.
GUIDE.
Lead others to self-sufficiency.
LEAD.
Exemplify the right balance between people and profits.
LOVE.
Let your passion propel your work.
involvement, and we’ll be right there beside you. This is how we make a difference: together.
INSPIRE.
Make a difference and motivate others to do the same.
uwharrie.com
Prior Experience
Simplicity Bank
Ted Kim
626.339.9663 (ext. 1170)
Covina, CA
Vice President of Marketing
[email protected]
Consumer Loans Campaign
Checking Campaign
BANK SIMPLY
SIMPLE IS GOOD.
(2.9% doesn’t hurt either.)
• Online loan approvals
• Rates as low as 2.9%
• Terms up to 84 months
• Refinance plans too
www.banksimply.com
MEMBER FDIC
Mortgage Campaign
BANK SIMPLY
SIMPLE STEPS
TO BUYING
A HOME
WHAT’S THE SIMPLEST
WAY TO BUY A HOME?
• Check our great rates online
• Get preapproved online
• Apply online
• Receive online approval
• Buy some champagne and celebrate!
Apply Online.
Getting a mortgage can be complicated. Simplicity Bank simplifies
things with smart home lenders, the best rates around and simple, easy
answers. You can even apply online and receive online loan approval
at www.banksimply.com. See how simple buying a home can be?
MEMBER FDIC
1359 North Grand Avenue
Covina, CA 91724
John Q. Customer
123 Main Street
Downey, CA 90241
THE SIMPLEST WAY TO BUY A HOME
Getting a mortgage can be complicated. Simplicity Bank
simplifies things with smart home lenders, the best rates
around and simple, easy answers. You can even apply
and get a loan approval online. See how simple buying
a home can be?
MEMBER FDIC
MEMBER FDIC
Exterior Signage
Prior Experience
Simplicity Bank
Ice Cream Truck
In-Branch Coasters
Bicycle Station
Home Page
Break Room Graphics
Intranet
Cupcake Cart
Project Staffing
Based on the needs of each client, and our approach to building mutually beneficial client relationships, the key account leads for this project include the following team members, purposefully selected for their experience, skills and passion. These are the people who will be actively
engaged in strategizing, creating and producing the marketing efforts you require:
Tim Pannell
President & CEO
As President and CEO of Financial Marketing Solutions (FMS), a nationally acclaimed advertising studio catering exclusively
to financial institutions, Tim draws on more than two decades of experience implementing marketing campaigns for banks
throughout the nation. He and his partner organized a team of creative experts to provide premium design and branding
services to premiere clients throughout the country. A prolific traveler, coveted consultant and sought-after speaker, Tim advises financial institutions on corporate strategies and marketing as it relates to the changing landscape of the banking industry.
He is a constant source of motivation to his dozens of long-term bank clients through his passion for excellence, contagious
energy and clarity of purpose.
Prior to founding FMS, Pannell served as vice president and executive director of the financial services division of a Nashvillebased marketing communications agency, creating and defining the department into the precursor of FMS. A graduate of
the ABA School of Bank Marketing, he is experienced in all aspects of advertising in the financial arena, including complete
rebranding of organizations, smoothing merger transitions, opening de novos and new branches, introducing products,
training staff, increasing revenue and promoting community service efforts, to name a few. Under his leadership, projects have
consistently received recognition in the industry and praise from long-term clients.
Beyond his endeavors with FMS, Tim speaks around the country about branding, marketing, training, motivating, leading and
even organizing a bank. He has spoken extensively as a keynote speaker, participating in panel discussions, state and national
conferences and international business meetings.
Project Staffing
Laurie Pannell
Partner & Brand Director
A creative hybrid, Laurie Campbell is the co-creator of FMS, helping clients define their personalities, find their voices and
express their unique brands within a succinct, integrated and highly sustainable branding program. With years of experience
in advertising and marketing for the banking industry, it is her two decades of pop culture experience outside the industry that
brings fresh ideas, cutting-edge concepts and that ever-elusive consumer perspective. Understanding how brand impacts the
consumer experience, she balances branding truths with a strategic grasp of the clients’ goals to get inside the mind of the
consumer, elicit a response and build lasting brand loyalty.
An experienced writer and editor for international clients across a wide range of industries, she effectively establishes brands
and maintains branding promotions across all forms of media. She also builds customized culture development ideas to
streamline internal branding efforts.
A cum laude graduate with a bachelor’s degree in English and art advertising, Laurie has been the owner of her own virtual
ad agency; a regular contributor to and illustrator for national magazines and newspapers; the recipient of several advertising
awards; and is an active member of the Nashville Advertising Federation, the American Advertising Federation and numerous
other professional organizations, art leagues and honor societies.
Project Staffing
Sean Hockenbery
Executive Vice President
Sean is responsible for all aspects of client relationships—both internal and external—within the agency. He brings a strong
background in both the financial and retail banking industry to his position at FMS and is dedicated to maintaining exceptional
relationships with our clients.
As Executive Vice President, Sean collaborates with clients to ensure the bank’s marketing objectives and corporate strategies
are clearly heard, understood and met. Serving as the client’s advocate, he takes ownership of every campaign, overseeing the
creative development and working closely with our internal creative team to manage the process. Responsible for agency operations and production oversight, Sean also works closely with our agency directors to manage the financial direction for the
agency, including overseeing expenses, planning production budgets, making projections and managing and directing staff.
Sean offers expertise and insider knowledge of the banking industry, having served for three years as Client Service Coordinator
for American Express Financial Advisors, which provided him with extensive experience in customer relations and management.
He later worked with Union Planters, which became Regions Bank, serving as a financial services representative; this role gave
him a true understanding of the challenges of sparking retail deposit and loan growth. His experience in the bank has helped
him thoroughly understand the ever-changing retail environment of banks.
Sean is a graduate of Middle Tennessee State University with a degree in marketing. He is also a graduate of the American
Bankers Association’s School of Bank Marketing.
Project Staffing
Amber Farley
Executive Vice President / Director of Interactive Services & Media
Amber Farley brings years of interactive marketing experience to Financial Marketing Solutions. She has spent several years
in traditional advertising, including print, radio, TV, email marketing and online marketing, which allows her to holistically speak
to clients’ overall marketing objectives, both online and offline. Her online background has uniquely prepared her to consult
with clients on issues of search engine marketing, search engine optimization, social media, online display advertising, user
experience and analytical/conversion tracking.
Most recently, with the launch of FMS Social, Amber has taken the helm of this new division dedicated solely to social media
for our bank clients. She and her team offer a full suite of social media services that can be packaged and customized. These
include strategy, employee policy, setup and implementation, graphic design, application development, fan acquisition and
retention strategies, custom contests/sweepstakes, content strategy and creation, video development, social media management, posting, monitoring, ad creation and ad placement, analytics, reporting, archiving, training and consultation. See more
at: fmssocial.com/services/
Amber is personally certified by Google as an Adwords Qualified Professional. A frequent speaker at marketing events around
the country, Amber is a regular contributor to the ABA Bank Marketing magazine, explaining the often-confusing techniques
and strategies of interactive marketing, and is a sought-after speaker on the webinar circuit. She is a graduate of the ABA
School of Bank Marketing and Management, where she was elected as one of the four class officers to become vice president
of communications. Amber holds a B.S. in Advertising from Middle Tennessee State University.
Heavily involved in the strategy and execution of client interactive services, Amber lends her expertise to the development of
every brand. She has worked with local, regional and national accounts and is well versed in integrated communications campaigns. Her skills have been instrumental in creating some of the agency’s newest offerings and helping FMS deliver innovative
campaigns to our clients that rival any international banking conglomerate. Her successes also encompass media planning,
buying and placement.
Consistently optimistic, Amber is proactive, full of energy and highly productive. She is adamant about staying on top of
interactive trends and applying her knowledge toward new and effective online methodology. A strategic planner and a thought
leader, Amber likes a challenge and seeks to surprise clients with smart thinking and cutting-edge solutions that exceed
expectations time and again.
Project Staffing
Clark Hook
Creative Director
Clark concepts, designs, inspires and guides the best brands imaginable for our clients. Clark has always been a creative, so
it’s difficult to pinpoint when his strong background in design and brand strategy actually began. But suffice it to say that Clark
has over 15 years of agency and freelance experience on his side, working with varied clients across the country to create
countless successful brands. Prior to joining FMS, Clark studied in Nashville at Belmont University and then in Atlanta at the Creative Circus. His professional
career took off as an Art Director with Lewis Communications. He proceeded to become a Partner at TH Design, served as
CCO at Euforma and eventually led his own design agency for years. He has experience with bank clients as well as other industries including healthcare, publishing, education, tourism, broadcasting, music and retail. His work has garnered numerous
awards and has been featured in publications including Communication Arts, Print, How International Design, Critique, AIGA,
Graphis, Type Director’s Club and Creativity Magazine. At FMS, Clark leads the creative team in collaboration to ensure that a bank’s brand is maximized and executed flawlessly across
all mediums. He helps set the vision in motion for the look and feel of each brand personality and drives the point home through
stunningly creative concepts, beautifully brilliant designs and clean usability. He oversees the execution of projects ranging from
brand identity and architecture to traditional and digital branding, as well as brand experience and brand environments.
_ Our Team
As you can see, at FMS, we are determined to hire the team members that best reflect our brand promise. Our team consists
of highly intelligent and driven individuals who are passionate about making us better. Learn more about each of our team
members and their roles on our website.
Additional Information & Comments
Hopefully, through this introduction, you get a sense of our experience and capability. However, one thing that does not come
through is the reality of personality and relationship. At Financial Marketing Solutions, we believe in developing great working
relationships with our clients. We think it is critical to have a relationship with mutual respect, where people really like working
together and we can all have a little fun while doing some great work.
If you were to talk with any of our clients, the one thing they would tell you is that FMS always delivers. We get the job done and
done right. We are a group of people who are fully committed to what we do and will do what it takes to make it happen for our
clients. That type of relationship and commitment make for a great partnership.
THANK YOU.