Financial brands mergers — 300 to 3,000 branches
Multiple Fortune 500 financial institutions
Design execution strategy across a 3,000-branch retail network spanning multiple merger integrations
Challenge
Across a series of mergers involving multiple Fortune 500 financial institutions, we were engaged to unify distinct branch identities into cohesive brand experiences at scale — navigating competing design standards, regional contractor networks, in-house construction teams, and operational continuity requirements simultaneously.
Approach
We developed and applied research methods to identify process and product improvement opportunities across each institution's existing branch model. From those findings, we built a scalable execution framework: standardized design documentation packages, a GC briefing protocol, and a phased rollout sequencing plan. We served as the central communication layer between each corporate design team, in-house construction teams, regional project managers, and hundreds of contractor teams nationwide.
Outcome
The full 3,000-branch rollout was executed over a 12-month period across multiple institutions, delivering consistent brand execution at every location.