Brand Audit Checklist for Financial Marketers

wet puppy in a bath tub with text that says "need a clean up? Brand Audit Checklist"Savvy financial marketers conduct a regular audit to protect their most valuable asset: the brand. A thorough audit helps assess where to correct and polish. It may reveal the need for a refresh or total overhaul, depending on the marketplace and the competitive set, or it may give assurance that all is in order. 

Use Banktastic's four Vs—Visuals, Voice, Virtue and Value—for the brand audit process to make sure the brand is telling a consistent story at every touchpoint.

VISUALS: Look for consistency of colors, fonts, photography styles and logo use.
VOICE: Copy should always reflect your brand personality. Avoid bank speak.
VIRTUE: Your brand purpose and values should shine throughout.
VALUE: Your point of differentiation, what you deliver. Why customers choose your institution.


Receive our Brand Audit Checklist to do this on your own or with your team. 
American Century Investments logo
Bank Performance Group logo
Corefirst Bank & Trust logo
FHLBank Indianapolis Logo
FHLBank Topeka logo gray
Flow Capital logo
FOF Logo Tag RGB
GNBank logo
GTrust logo
KS Treasurer Seal
Learning Quest Logo
Mize Houser logo
myers and stauffer
Peoples Banking Unusual logo
Silver Lake Bank Great Service
SquareOne Credit Suite logo
Sunflower Bank logo
United Bank and Trust
us bank logo
Vision Bank logo
solid oak financial logo
logo blue