Case Studies

Banking on Branding and Marketing

TPBOC - Seven Years
TPBOC Seven Years
TPBOC Holiday Party 2012_Group Photo(1)
TPBOC Holiday Party 2012_Group Photo

Through branding and marketing, LVM helps The Private Bank of California grow by over 55% in less than three years, leading to its acquisition by Bank of California (formerly known as PacTrust Bank).

The challenge

Establish The Private Bank of California (TPBOC) as the premier, full-service Bank in Southern California that specializes in Private, Entertainment and Business Banking and caters to a select group of individuals and private companies. Create awareness and validation for TPBOC among its targeted business segments.

The approach

Strengthened TPBOC’s brand presence by developing new marketing collateral, including a customizable sales brochure, full marketing catalog, customer notices, statement stuffers, trade show booth, annual report, press kit, branded gifts and more. Implemented a highly targeted marketing, public relations and community relations program to strengthen affinity for the brand. Supported in the development of the Bank’s new website and created and maintained a ‘Newsroom’, which provided ongoing updates about the Bank. Developed and implemented an email newsletter campaign to further support client communications. Planned/executed corporate events, initiated a social media program via LinkedIn, and handled its creative Ad development, media planning, and production. Garnered speaking opportunities for Bank executives, awards for the Bank, and developed its first-ever Philanthropic Initiative Program.

The results

• TPBOC grew in asset size by over 55% over the course of 2.5 years, resulting in its acquisition by PacTrust Bank (now Banc of California)
• Brochure and catalog distributed to clients, prospects, and key media to drive referrals and new sales
• Client satisfaction improved via consistent customer notices, distributed in bank statements.
• Email newsletter campaign grew Bank’s database from 600 to 1100 contacts and readership averaged around 32% each issue (over double the industry average of 15%)
• Press kit distributed to 60 key media outlets, resulting in over 35 unique media placements in outlets such as Yahoo! Finance, LABJ, CNBC, Forbes and more.
• TPBOC LinkedIn page grew from 0 to 180 followers in just three months
• Over 30 ads designed and placed on behalf of TPBOC