Financial Marketing



Energizing an Established Brand On- and Offline

United Bankers’ Bank (UBB) is the nation’s first correspondent bank owned and operated by community banks. When Welland Laike opened its doors in 1994, UBB was our first customer. Since then, we’ve become an extension of the bank’s outstanding Marketing Department, teaming up on a wide range of promotional initiatives.

The Objective: Position the bank as an industry leader capable of providing the products and services community banks will need to survive intense competition from financial conglomerates.

The Strategy:UBB
Capture the essence of UBB’s core value proposition from the perspective of its customers and translate it into a new brand strategy.
Communicate with UBB employees and engage them in the vision behind the new strategy.
Coordinate the implementation of new graphic standards and key messages into all marketing communication, including

The Results: UBB’s new slogan First for Your Success and supporting marketing campaign were successfully implemented throughout all of its business units, with enthusiastic support from all internal stakeholders. Customer response was universally positive, and penetration has improved throughout the bank’s 12-state market.

Ongoing Marketing Communications:
Welland Laike supports the marketing team at UBB with a full range of products and services, from display advertising to trade show promotions to capital campaigns to its three-peat National Design Award-winning annual reports.

Services Provided:UBB

Annual Report
Website Redesign
Marketing Collateral
Display and Print Advertising
Trade Show Banners and Displays
Video Production and Editing
Special Event Production




Promoting the Nation’s Largest Structured Settlement Company

Ringler Associates is the largest provider of structured settlements in the country, serving more injured people, attorneys and insurance professionals than any other competitor. Key to the company’s success has been a tradition of independence built on owner-consultants providing expert advice from offices in 60 major U.S. cities.

The Objective: Tell the Ringler story to a broad audience ranging from injured people and their families unfamiliar with the benefits of a structured settlement to experienced professionals, including attorneys, insurance executives and financial consultants.

The Strategy: Short term: build a new Ringler website that speaks to the plaintiff while providing resources for the professional. Long term: design a monthly e-newsletter that promotes each independent consultant to his or her referral network while providing attorneys and insurance professional with compelling, useful information. Longer-term yet: assist Ringler’s management team in translating a new branding strategy based on the slogan Everybody Wins.

The Results: was received with great acclaim by Ringler’s diverse consultant group and client base. Consultants have been particularly pleased with the number of leads generated by robust online profiles. In Your Interest, Ringler’s e-newsletter, is now delivered to more than 25,000 clients each month by 50-plus consultants who report that it is one of the best marketing tools the company has ever developed.

In 2016, Welland Laike was tapped again to lead content development for Ringler’s new website as the company implemented a strategic branding initiative. With a keen sense of tone that only comes after years of market-tested experience, we successfully articulated the key messages underscoring Ringler’s Everbody Wins slogan for both internal and external audiences.


Defining the Trust Connection for a Mutual Fund Giant

OppenheimerFunds, the New York-based mutual fund company, depends on a national network of independent financial advisors to sell its family of investments.

The Objective: Craft a 45-minute keynote speech based on interviews with the Masters – highly successful financial advisors – for presentation to young or new broker/advisors.

The Strategy:
Master advisor-brokers cite trust as the defining characteristic in their most successful client relationships. Welland Laike set out with noted business author (and client) Ron Zemke to uncover their trust-building secrets through a series of one-on-one video
and telephone interviews. Customer focus groups and supporting research were then blended together with the interviews
to create a 45-minute
keynote speech. Welland Laike also designed a technically sophisticated PowerPoint presentation that incorporates 20 video highlights from the interviews with the Masters.

The Results: The keynote was presented during the kickoff of an Oppenheimer national wholesaler meeting.Opp


Local Insurance Agency: We’ve Got You Covered

Brouillette Greater Metro (now the Brouillette Group) is a rapidly growing independent insurance agency offering a full line of both business and personal insurance.

The Objective: Capitalize on a name change to launch a distinctive new identity, slogan and corporate profile.

The Strategy: Welland Laike met with key agency executives to develop a promotional and creative blueprint. We then combined extensive industry research and competitive analysis to produce a new logo, slogan and agency brochure. We incorporated the new look and tag line, We’ve Got You Covered, into a broad range of promotional materials.