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Bartley & Dick - Portfolio

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We’d like to offer you a better interest rate.
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Page 1: Bartley & Dick - Portfolio

We’d like to offer you a better interest rate.

Page 2: Bartley & Dick - Portfolio

Combining the total range of services a client would expect from amajor agency with the responsiveness, breakthrough creative andlower costs that boutique firms offer, Bartley & Dick is the ideal partner for any results-oriented, cost-conscious bank.

designed to solve.™

Page 3: Bartley & Dick - Portfolio

• Our Senior Management Team has a combined 5 decades of retail banking experience.

• We offer a proven history of breakthrough creative that has generated substantial increases in revenue and awareness for our financial clients.

• We have a smart and efficient business model that keeps our overhead low, resulting in a competitive cost structure. We consistently work within clients’ established budgets to maximize their potential.

• Our wide range of experience allows us to assist clients on everything from individual projects to fully integrated multi-media solutions, reaching customers at all touch points.

• Client attention is the core of our business. A full understanding of your objectives and goals allows us to anticipate your needs and respond immediately.

• If a challenge arises, the only acceptable outcome is to get it resolved as quickly as possible.

• We have a sincere passion for the retail banking industry and are constantly looking for new ways to help take our clients to the next level. We’re dedicated, motivated and enthusiastic. 110% of the time.

How We Can Help

Page 4: Bartley & Dick - Portfolio

LLEENNOOXXSSAAVVIINNGGSSBBAANNKK

Our Banking Experience

Page 5: Bartley & Dick - Portfolio

If you want to capture someone’s interest, be interesting...

Our Philosophy

Page 6: Bartley & Dick - Portfolio

COMMUNITY BANK OF TRI-COUNTY

ECONOMY CAMPAIGN – STRENGTH & STABILITYWHAT CAPTURED THEIR INTEREST: SOLID EXPERIENCE

With generations of experience serving the financial needs of customers in Southern Maryland, CBTC never lost track of what matters most: providing customers with safe, reliable solutions and exceptional service.

THE RESULT: During the first 6 weeks of the campaign, 511 accounts were opened – 136 checking accounts,297 time deposits, 74 savings accounts and 4 mortgage loans.

Page 7: Bartley & Dick - Portfolio

COMMUNITY BANK OF TRI-COUNTY

NEW PERSONAL CHECKING CAMPAIGN – PROMOTIONWHAT CAPTURED THEIR INTEREST: LOCAL SPORTS TIE-IN

This promotional campaign with a local minor league baseball team offered free game tickets for opening a new personal checking account.

THE RESULT: During the 7 weeks that the campaign ran, 202 accounts were opened totaling over $4 million in deposits.

Page 8: Bartley & Dick - Portfolio

COMMUNITY BANK OF TRI-COUNTY

MORTGAGE CAMPAIGN WHAT CAPTURED THEIR INTEREST: PUTTING A FACE ON THE BANK

Running from June 2007 to June 2008, this campaign featured the many personal reasons why customers chose CBTC for their mortgage and refinancing needs. Elements included newspaper,in-branch posters and counter cards, rack brochure, coin envelope,direct mail postcard and an online component.

THE RESULT: This campaign was part of the marketing effort that helped raise market share two points while competitors PNC Bank & Bank of America were both down market share during the same time period.

Page 9: Bartley & Dick - Portfolio

FIRST COUNTY BANK

STRENGTH & STABILITY AD ELEMENTS WHAT CAPTURED THEIR INTEREST: CONSISTENCY

First County Bank is a locally managed, independent mutual savings bank. We created a variety of advertising materials that conveyed the fact that even during a time of severe market turbulence, FCB continues to grow and remain profitable,while supporting its community.

THE RESULT: Due to the confident tone of financial stability and fiscal responsibility, FCB received an influx of new personal,business and wealth management accounts from customers switching from the larger national banks. Asset growth in the first six months of 2009 – $67,174,000.

Page 10: Bartley & Dick - Portfolio

COMMUNITY BANK OF TRI-COUNTY

IRA CAMPAIGNWHAT CAPTURED THEIR INTEREST:A YOUTHFUL APPROACH TO RETIREMENT

This campaign, which was part of a 12-month program,combined a playful graphical approach with solid messaging to promote Tri-County’s IRA programs. Campaign elements included newspaper, in-branch posters, rack brochure, coin envelope, counter cards, outdoor, direct mail postcard and an online component.

THE RESULT: This campaign helped CBTC gain market share from its major competitors:

Mercantile - Down 4.2%Bank of America - Down 7.05%CBTC - UP 13.30%

Page 11: Bartley & Dick - Portfolio

MERRIMACK COUNTY SAVINGS BANK

SUMMER CHECKING ACCOUNT CAMPAIGNWHAT CAPTURED THEIR INTEREST: MAKING IT EASY

We created a fun and light summer campaign that featured just how convenient banking with MCSB could be. The campaign elements included newspaper, in-branch posters, rack brochure,coin envelope, counter cards, direct mail postcard and an online component.

THE RESULT: This was the most successful campaign ever implemented by the bank in its 140+ year history, in terms of increasing deposits.

Page 12: Bartley & Dick - Portfolio

COMMUNITY BANK OF TRI-COUNTY

MONEY MARKET RATE CAMPAIGNWHAT CAPTURED THEIR INTEREST: IN-YOUR-FACE GRAPHICS

Everyone has to run rate ads. We created these to be exciting

and attention-getting, while communicating the rates as quickly

as possible. The campaign ran 7 weeks in newspaper, with

in-branch, outdoor, and online components.

THE RESULT: Within 7 weeks, $4.7 million in new deposits.

Page 13: Bartley & Dick - Portfolio

FIRST COUNTY BANK

EXTERNAL QUARTERLY NEWSLETTER WHAT CAPTURED THEIR INTEREST: TRULY USEFUL CONTENT

After seven years, we completely redesigned the bank’s external quarterly newsletter, giving it a fresh look and incorporating local,relevant information and timely articles on everything from saving forChristmas to community cultural events. For each issue, we interview thebank president, senior staff and department heads in order to developarticle content and handle all printing and mailhouse services.

THE RESULT: With minimal effort, the bank is able to reach 40,000 business and personal banking customers every quarter with important messaging.

Page 14: Bartley & Dick - Portfolio

FEDERAL RESERVE BANK OF NEW YORK

TRADESHOW DISPLAY SYSTEM, MATERIALS

AND LEAVE BEHINDS.

WHAT CAPTURED THEIR INTEREST: SOPHISTICATION

We created an entirely new tradeshow system used to recruit talent attrade fairs and university career events. Designed to appeal to a young,professional audience, our solution was visually sophisticated andhighly adaptable, with an overall branding panel along with customizedpull-up screens depending upon which internal division of the Fed wasattending. We also created complimentary pieces such as leave-behinds,follow-up cards and information literature.

THE RESULT: Consistent, flexible, easy-to-use recruitment materials,all branded under the new umbrella.

Give-Away

Follow-upMailer

Brochure

Page 15: Bartley & Dick - Portfolio

FEDERAL RESERVE BANK OF NEW YORKBANK SUPERVISION GROUP

POSITIONING LINE & RECRUITMENT BROCHUREWHAT CAPTURED THEIR INTEREST: EXCLUSIVITY

We created the Bank’s new recruitment brochure featuring the new positioning statement:“The Privilege.The Prestige.The Profession.”Then we crafted intriguing and compelling copy on why working for the Federal Reserve Bank of New York is one of the most important jobs in the world.

THE RESULT: A “stuffy” government institution takes on new life (and is able to court higher-potential candidates) as a smart,sophisticated and enviable career path.

Page 16: Bartley & Dick - Portfolio

COLLATERAL DESIGN

Direct mail, sales literature, employee incentive materials, rackbrochures, POS, employee tools, switch kits... no matter what your communication challenge may be, we will design a solution that will exceed expectations.

TIME FOR A NEW CAR?Speak to an experienced auto loan advisor today.

Page 17: Bartley & Dick - Portfolio

CORPORATE IDENTITY

Products, services, divisions, brand redesign. We can translate your strengths and values into a powerful and impactful identity.

Federal Reserve Bank of New York

Page 18: Bartley & Dick - Portfolio

Scott M. Bartley – Creative DirectorScott began his career at D. J. Moore Advertising in Albany, New York, as a graphic designer. Within a few years, his work for such clients as Key Bank, General Electric and Atlas Copco had earned him every major design award from the Upstate New York Ad Club.

Scott was recruited by Winstanley Associates Advertising to build the creative team for their Massachusetts office. There, he supervised the creative development of award winning campaigns for Spalding Sports Worldwide, Crane Paper, the WNBA, the Norman Rockwell Museum and Warner Bros,.

Scott then moved to Manhattan where he held several senior creative director positions at agencies including Hammond Farrell Advertising, Biederman Kelly Krimstein & Partners and Seiter & Miller Advertising – developing print, interactive and TV programs for clients including The New York Times, Lands’ End, Western Union and New York University.

After 10 years of living in the hustle and bustle of Manhattan, Scott, his wife and young son bought an old Victorian “fixer-upper” in northern New Jersey. He can now be found on weekends, hammer in hand, wondering what he’s gotten himself into.

Rick Biolsi – Design DirectorRick began his career in advertising as a designer for Musselman Advertising in Allentown, Pennsylvania. He later joined the Doug Ely Design Group in Fairfield, Connecticut as a senior art director supervising advertising and corporate design assignments from Smith Corona, Remy Amerique and Ricoh.

Rick then became senior designer at EastWest Creative in New York, managing a wide range of projects for clients including Post Cereals, Listerine, Lysol, Reach and Jell-O.

Rick has been recognized by his peers with numerous design awards and is extremely versatile—proficient in developing breakthrough conceptsin print, broadcast, POS, corporate design, direct response, interactive and sales promotion.

Penny Schutz – Account SupervisorFor over twelve years Penny headed the Remy Cointreau USA account team, handling promotion and premium work for many of that company’s brands. Penny has played a vital role in the growth of the Mount Gay Rum, The Famous Grouse and Piper-Heidsieck Champagne brands in the US.

Penny was also the account executive and media planner on Physicians Health Services, New Mil Bank (one of the leading banks in Connecticut) and Bar-Plate (a market leader in the die-cutting business for over 50 years). Additionally, Penny handled promotional projects for numerous other clients including Heineken, Amstel Light, Last Mile Connections and Edge Shave Gel.

A graduate of Penn State University, Penny resides in Connecticut with her husband and two sons. Handling a variety of professional and consumer accounts, Penny prides herself on producing great work for her clients while providing topnotch customer service.

The Team

Page 19: Bartley & Dick - Portfolio

Need a higher return on your marketing investment? We can help.

Call Penny Schutz today to set up your complimentary consultation. No pressure, just talk.

212.947.3433 or e-mail her at [email protected].

Brand Positioning

Advertising

Corporate Collateral

Corporate Identity

Annual Reports

Point-of-Sale

Direct Mail

Web Design

bartleyndick.com

designed to solve.™


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