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Brand Development & Repositioning

UBS

Lincoln Financial Group

Business Problem

Lincoln Financial Group recognized that their 12 un-unified brands were not providing the corporate image and positioning that would help the organization thrive in the changing competitive financial services industry. In order to be sure this unified brand would drive growth for the company and produce the desired outcomes, the company asked the Harris Interactive Brand & Strategy Consulting Practice to assist with a strategic brand and positioning program.

Implementation

Conducting research nationwide and in select test markets, our research found that the various subsidiaries had low name awareness, which put them at a disadvantage with their competitors. However, it also uncovered that among those people familiar with the company felt that the company had a positive image and possessed many of the traits necessary for success, trustworthiness, financial strength, a good track record, excellent products and services and good customer service. The question remained how to build strong awareness of these traits.

Solution

Research confirmed that the umbrella brand would be favorably received by the company’s stakeholders and prospective customers. We helped Lincoln develop a single, unifying positioning statement for the whole family of companies. The name of the company was changed to Lincoln Financial Group, and a new corporate logo was designed. The corporate name and logo were given prominence in the visual identity of each of the subsidiaries.

The knowledge and insights gleaned from the research played a big role in guiding the development of creative advertising executions. Sponsorships, events and a web site redesign were also used to help leverage marketing expenditures and compliment the ad campaign.

After the first year of the campaign, tracking showed significant increases in awareness and familiarity with Lincoln Financial Group in national and test markets. The company’s ratings on most leadership attributes had increased. Among high-asset investors, interest in learning more about Lincoln topped other competitors. Also, Lincoln Financial Group offices in test markets reported a boost in employee morale, greater success in recruiting new talent and significant jumps in production and revenues.

With a strong, unified identity and positioning. Lincoln Financial Group now has a foundation on which to build increased awareness and reputation, bring greater value to employees and shareholders, and work toward its goal of achieving top-tier status within the financial services industry.

The results of the re-branding effort, overall positioning, advertising and communications strategy and the return on those efforts has earned Harris Interactive and Lincoln Financial Group an honorable mention at the Advertising Research Foundation’s David Ogilvy Award in 2001.

Global Non-Profit Service Organization

Business Problem

In the late 1990s, a well known worldwide Non-Profit Service Organization had undergone significant expansion of the services it provided and needed to examine how to position itself in the 21st Century. The organization was looking to find a brand positioning that would differentiate itself from its competitors in positive and relevant terms, while leveraging the current equities of its brand, yet be flexible enough to allow for the introduction of the new services it was providing.

Implementation

With an ongoing relationship that dates back to the 1980s, this organization reached out to the Harris Interactive Brand & Strategy Consulting Practice to lead this research initiative. The research team worked directly with the marketing department at the non-profit organization as well as with their advertising agency. Utilizing the VISTA research methodology, we were able to uncover which services were important to various stakeholders as well as the emotional benefits derived from each service line. The unique insights derived from this study include the understanding that this organization excels at saving lives. There was also a strong emotional connection or "sense of accomplishment" for those that charitably support the organization.

Solution

The results of this important study were presented and implemented at all levels of the organization, from local chapters to the Board of Governors. In 2001, the organization introduced its new positioning, "Together we can save a life," worldwide based on the insights gained from the research.


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