How to Make Agency Partnerships Work

As chief Renegade for the better part of two decades, I’ve witnessed first hand the innumerable variations client-agency relationships can take. Some have been multi-dimensional like our phenomenal 15-year partnership with Panasonic.  Others have been more focused like the BankCab guerrilla marketing program which drove customers to HSBC for 13 years. Some clients have given us a clean slate to solve a particular marketing challenge while others have been more prescriptive, defining the channels they want us to cover.  Some lay out the budget parameters, others ask us what we need to get the job done.  Some really truly treat us like partners, others as interchangeable vendors.

And here’s the crazy part, at Renegade we are incredibly selective about the clients we work with, seeking out the one’s that welcome Renegade thinking and want mutually beneficial partnerships. Yet somehow we’ve never been able to predict which relationships will endure.  Part of the unpredictability is personnel changes — you start with one client team and can end up with a very different one down the road. Part of it is that only a few clients put a premium on their agency relationships such that they actually train their marketing employees on the care and feeding of these relationships.  One exception to that rule is American Express which is why I was so thrilled to interview Pepper Evans, who until recently was Vice President of Branding & Member Engagement Marketing. Pepper actually ran a training program for AmEx marketers helping these folks learn how to be effective clients and as a result get better results from their partners. If the old saying, “Clients get the work they deserve” is true, read on to find out how you can always be on the right side of that formula. (By the way, you can hear Pepper speak at the Incite Group Marketing Summit October 27-28.)

Drew: Some clients approach agencies as vendors, others as long-term partners.  Can you speak to some of the advantages of the partnership approach? Is there measurable value here? 

Pepper: I firmly believe you should treat your agency like a partner in order to get the best results. That mindset leads to a different way of working together. First, you openly share your business objectives and metrics so that the agency can help you solve your issues. After all, you’ve hired them to provide a different point of view. Second, a partnership mindset assumes trust from the outset. You establish trust as a team norm, meaning they know you as the client have the agency’s back and will defend them and the work internally. In turn, the agency tends to give 110% to the project. Third, by being partners, there is an assumed give and take in the relationship, a mutual respect for each other’s expertise that is critical to success. What I’ve seen is that all of this leads to a commitment to doing great work together.

Drew: What are some of the things you think clients can do make their agency relationships more productive? 

Pepper: Clients can make their agency relationships more productive by doing three things:

1—Understand the client’s role in the creative process. It is to provide strategic direction and feedback in the form of comments against the brief. It is not to play creative director.

2—Be appreciative of the creative process. When giving feedback, remember that a human being is behind the work. Don’t be a bully. Say thank you early and often!

3—Recognize the agency is a business too. Both sides have to be financially successful.

Drew: A lot of clients are moving to project-based relationships versus AORs. Are there any downsides to this approach? 

Pepper: Project-based engagements mean that team turns over more frequently, leading to new agency staff on your business. You lose that deep institutional knowledge. On the plus side, it can drive innovation by cross-pollinating ideas across brands more frequently.

Drew: Over the years, it’s been my experience that clients with agency experience either make the best or the worst of clients. Do you see it as an advantage that you had worked on the other side of the table? How did that make you a “better” client?

Pepper: I think former waitresses fall into the same camp: some of us, like me, always tip well while others have such high expectation about service, that nothing can live up! In general, I do think it’s an advantage because it makes you more empathetic to who is sitting across the table from you. Anyone who has had a late night scrambling for a client deliverable is well aware of the impact of each client request and how that trickles down the chain within an agency. Without that inside knowledge, it would be easier to treat the agency as a faceless group of people just spitting out the work. And that’s where the vendor mentality can sneak in.

Drew: Working with an agency is an art form that many have yet to perfect.  Is this a teachable skill? Is this something that a senior marketer can and should teach to more junior employees who are new to working with agencies?  (if you did this at AmEx, please elaborate)

Pepper: This is a skill set you can learn but I also think the partnership mindset has to be emphasized from the top down. In my last role at Amex, I held an agency day for all the marketers in Plenti who worked with our various agencies. We taught them how to write a brief, give creative feedback, and, importantly, work with the agency as a partner. Many of the junior people had never been exposed to these concepts in a formal setting before. I see this as almost a life skill. Plus, a good agency can make you look smart and help your career progression, which is another motivation.

Drew: What are some of the biggest and preventable mistakes that agencies make that prevent enduring them from having relationships?  

Pepper: I’ve seen agencies lose relationships in two main ways. The first is by getting greedy and pushing work that is unnecessary, which fractures trust. The second is failing to treat the client with equal respect and assuming an “agency knows best” approach.

Drew: You won a leadership award at Amex for your relationship building efforts.  Can you elaborate on that? 

Pepper:: I’m very proud of winning the President’s Leadership Award. It was in recognition of my ability to motivate and manage both internal and external teams through challenging situations. I believe my job as a leader is to point out the North Star and then use every carrot (not the stick!) in my garden to encourage people to find the creativity, strength, and imagination within themselves to get there.

Behind the Scenes with Hamilton & BNY Mellon

As a marketer, it’s not often that you meet upon perfectly aligned opportunities. The ones in which you can directly connect your brand story to something that is trending in the world, something that is relevant and of interest to your audience. The first step is identifying this moment; the second, and trickier of the two, is knowing how to use this to propel your brand. Only the most skilled of marketers are able to accomplish this feat, and one such person is Aniko Delaney, Global Head of Corporate Marketing at BNY Mellon. I spoke with Aniko to hear how she and her team successfully jumped on the opportunity of a lifetime when the bank’s founder, Alexander Hamilton, was thrust back into the limelight with the release of Lin-Manuel Miranda’s musical.  I also learned how Aniko and the BNY Mellon marketing team use new technology, social media, and their agency partner to keep their 232-year-old company current. (By the way, if you’d like to hear Aniko cover this program in more detail, join us at the Incite Group Marketing Summit October 27-28 at the Brooklyn Marriott.)

Drew: When did you become the Head of Corporate Marketing?

Aniko: Two years ago. It was a wonderful opportunity because I have a broad view of BNY Mellon, having been the head of marketing for six of our different businesses. It really gave me the chance to dig deeper into the businesses and get to know our clients and target markets. And again, now in this corporate role, it affords me a very unique perspective. So it’s been fun to have that.

Drew: Tell me about the campaign that has been nicknamed the “Hamilton” campaign.

Aniko: We affectionately call it the Hamilton campaign, but we officially call it our ‘Invested In Our Legacy’ campaign. As long as I’ve been at the company, we’ve always celebrated our founder Alexander Hamilton and his pioneering and innovative spirit. What’s been amazing is to see how Ron Chernow’s impressive book, Hamilton, inspired Lin-Manuel Miranda’s phenomenal Broadway show that has now led to a celebration of one of the lesser known founding fathers of our nation and the founder of The Bank of New York. 

Drew: From a strategy standpoint, was it opportunistic that this show came along? Were you able to hop on this crescendo of interest or were there other aspects that helped to expand the perceptions of the bank?

Aniko: We continue to build upon our strong brand, as a respected and trusted organization. But what we’ve been trying to do over the past several years is modernize our brandaSo it’s been a great chance to leverage the Hamilton phenomenon and evolve our message in a much more relatable way that is also digital and social media friendly. It has been this amazing opportunity to really use fun creative, create ‘snackable’ content and develop a multimedia campaign. 

Drew: How do you make something that is old – 232 years old – fresh and current?

Aniko: We have had some great times working with our wonderfully creative agencies to really bring our story to life. What we’ve done is celebrate our 232 years of innovative and pioneering spirit with a multimedia campaign.. So for instance, in our archives we have beautiful handwritten ledgers with client names in it like Alexander Hamilton and Aaron Burr. Some of the client’s names are memorialised on street signs across Manhattan. However, today, the discussion that we have in some of our innovation centers is around Blockchain, which is a distributed ledger. It’s all about the new technology and exploring its potential for our industry.

Drew: How did you use digital and social to be more engaging and fun, which is very unusual for a bank?

Aniko: In imagining what our social campaign could be, we’re trying to have a lot of great educational content and activate it in creative ways. For example, in 1789, we were the first to make a loan to the U.S. government. Today, we service and offer investment management capabilities to 80 percent of the Fortune 500 companies. We can take these short messages and package them for use in the social media arena. We kicked off our campaign back on June 9th when we celebrated our 232nd anniversary with unique LinkedIn and Facebook posts We rang the bell at the New York Stock Exchange and tweeted the video and shared that we were the first stock to be traded on the exchange.That was followed just a week later with animated gifs during the Tony Awards, then more on Father’s Day to celebrate our founding father. We were able to enter conversations that we normally wouldn’t have before

Drew: How exciting was it when Hamilton practically swept the Tony’s? That must have been a wonderful moment.

Aniko: Our whole team has been just amazed with this great opportunity to celebrate Hamilton – the man, the book, the show. We had a lot of fun working with our agencies to come up with some very creative social media content. My favorite was: “Lin-Manuel gets a Tony for Best Book! Much-deserved, tho at a mere 20,000 words, I call it a pamphlet. A.Hamilton” Hamilton was such a prolific writer, so can you imagine him trying to tweet?

Drew: Your CEO might look at Twitter and say, “My Fortune 1000 customers are not exactly looking at our Twitter stream. Why is it important as 232-year-old bank for you to be on these social channels?”

Aniko: I think social media is incredibly important for raising our brand visibility in the digital arena. Gerald Hassell, our chairman and CEO, is an Influencer on LinkedIn, so he really has set the bar very high for our company. It’s very important to reach out to our diverse constituents in channels that they use.

Drew: Can you tell me a bit about some of the other campaign components?

Aniko: One of the things we’re really excited about is our sponsorship of PBS/WNET’s documentary – ‘Hamilton’s America.’ It explores the making of the Broadway show and includes footage of Lin-Manuel Miranda’s show, as well as a variety of interviews. It really brings to life not only the story of the show, but also the story of Alexander Hamilton.. We have two TV spots that bookend the documentary and use fantastic creative to tell our story in just 15 seconds each, as well as a series of videos for our website and social media channels.

Drew: How do you measure the impact of an integrated campaign such as this one?

Aniko: We have our standard KPIs, and are zoning in on the analytics and really use the insights to adjust the campaign after seeing what content is resonating. And we’ve seen double and triple digit increases in engagement and awareness on Twitter, LinkedIn and Facebook!.

Drew: Can you give us a preview of the kinds of things we might expect to see in 2017?

Aniko: The marketing teams have really rallied behind this concept. What we’re trying to do is think of new ways to activate it in the digital arena. We’re even exploring augmented reality. We set the year-long campaign so that we have a really good yardstick to measure against. But again, this is a theme we’ve been using as long as I’ve been with the company. Now, we’re just able to tell the story in a much more engaging way.

Drew: If you were speaking to CMOs or aspiring CMOs, what would you say were some of the key lessons learned in terms of managing a campaign like this?

Aniko: I think it’s important to have a unique and authentic story that represents your brand. More and more, especially with social media channels, we have to be really careful to make sure the content is educational and meaningful, but then have some fun with the creative. The other thing is to think outside the box, think about unexpected conversations to join and make your brand relevant in unexpected and delightful ways.

Drew: We do a lot of content marketing programs here at Renegade and our emphasis is always on quality versus quantity because there is so much content out there. Certainly, Hamilton created a unique opportunity for you, but I applaud you for taking it a few steps further with help from TBWA Chiat/Day. 

Aniko: I have to give credit to our agencies. We gave them creative license by saying, “Look, we have this great opportunity, let’s share our brand in unique and special ways.” It’s been just an incredible chance to make a difference for the brand and really bring it to life in ways that we would not have only acouple of years ago.

Drew: What was the biggest surprise you encountered in carrying out this campaign?

Aniko: I have to say the biggest surprises were the engagement rates, both internally and externally. The content resonated and I think it’s more than just how cool Hamilton has become, but it’s the person he was. He was truly insightful and innovative, but he also got things done. He was an implementer. I think he’s been so inspiring to many and having that special connection has inspired our employees, clients, and other constituents to be really proud of the company that Hamilton founded

Drew: Oftentimes marketing is just thought of as an external activity, but it does really need to permeate the organization. How do you make sure your marketing is external as well as internal?

Aniko: We work with our internal communications team, and we’re able to really bring the story to life internally. The key goal is to inspire pride among our 50,000 employees. Each one of us should be an avid brand ambassador and share how we are continuing to drive the pioneering spirit of our founder, Alexander Hamilton.

Marketing Clean Water, A Career Journey

My son asked me the other day, “Which superpower would you prefer Dad, teleporting or flying?”  I knew my answer right away but I was surprised when he told me most of his friends choose the other option.  As it turns out, these folks just want to get to where they want to go which makes the idea of teleporting extremely appealing. But for me, it’s not about the destination, it’s about the journey and I can think of nothing cooler than the ability to fly (without a plane) a la Superman. It’s no wonder that I risk life and limb daily riding a Citibike all over Manhattan rather than taking the seemingly safer and slower subway.

Today you, my loyal readers, have just such a choice. You can spend a little time meeting Snehal Desai and getting to know his career path from college to becoming the Global Business Director for Dow Water and Process Solutions.  Or you can teleport directly to Part 2 of this interview in which we cover how Dow Water approaches consultative selling, stays relevant with an ever growing user base and is working to help solve water issues around the globe. As the old knight suggests, “choose wisely.”

PART 1: CAREER PATH

Drew: Can you tell me about your career at Dow and how you got to where you are today?

Snehal: I work for Dow Water & Process Solutions, a division of Dow Chemical. I’m currently the Global Business Director. My background has always been sales and marketing, although I’m trained as a chemical engineer and chemist.

Drew: I imagine the combination of a chemical background and a degree in business was very appealing to Dow. Are there other members of the Dow team with similar backgrounds?

Snehal: Increasingly. When I joined the company, I was an engineer, and then I went straight into selling. It wasn’t until a few years later that I actually went back and got my MBA at Northwestern. It was a bit of a reinvestment in myself, after I realized that I was going to stay on the business side. Today, more than ever, there is a convergence of business and technology so having an MBA ends up being pretty important. We hire a lot of people on the selling and marketing side who are either business or technical-minded; in some cases, they have both.

Drew: How was it working towards your MBA while working full-time at Dow?

Snehal: While I was selling, I was living in Chicago and that gave me an opportunity to attend Northwestern. I then moved from a selling role into a marketing role right after I graduated. I spent about 16 years in Dow between selling, marketing, new business development, and working with a host of other science and technology platforms. I should also note that Dow gets into almost every industry. We support packaging, agriculture, and cosmetics. There are a lot of things that our technologies fall into, but my background has primarily been in the water space.

Drew: And you have been with Dow Water ever since?

Snehal: No. Right around my 16th year, I decided to try something different so I left Dow and went to work in two start-up technology companies. After seven years, I realized you need a lot of money and patience if you want to get involved in clean tech and sustainability. After coming to that realization, I actually returned to Dow as the Marketing Director for the water business, which is where I first started in the company back in 1987. I took on the general manager/business director role for Dow Water Process Solutions.

Drew: What does being Global Business Director for Dow Water and Process Solutions entail?

Snehal: I have the P&L responsibility for our global business. We are very focused on advanced separation and purification technologies that are utilized to clean water, and a host of other process streams. We have a global operation, roughly a billion dollars in revenue, 1,700 employees, 10 manufacturing sites, and several research centers. With all of that you have to operate profitably, reinvesting in people and in resources.

PART 2: MARKETING & MORE

Drew: Can you talk a little bit about what consultative selling means?

Snehal: In consultative selling, you’re focused on customer problems and how you might be able to help them find solutions. In the water industry, it’s around having reliable operations. If you’re a water chemist, a power plant or microchip plant manager, and you’re putting out the next iPhone, the last thing you can afford is having your water system go down while you’re in the middle of production. What that really comes down to is being able to help that operator make his system the most reliable.

Drew: So the customer is the focus here. How do you develop a relationship with the Dow customer?

Snehal: For instance, when you have a conversation with a customer, you might catch them in year 1 of their product’s 7-year life, or you might catch them earlier. The bottom line is that you want to keep a relationship with them over the lifetime of that product so that they can get optimal use out of the technology.

Drew: Can consumers expect a call towards the end of the product lifespan?

Snehal: You just touched on one of our main business issues right now. In the early days, we could call many of our customers, and have a very intimate conversation about when it is time for them to change their products. However, we’ve gone from hundreds of customers to tens of thousands of installations. Now, we’re talking about how to integrate digital in a way that allows us to maintain some of that intimacy.

Drew: I’m sure that Dow being a global company makes the challenge even harder.

Snehal: Definitely. The business challenge right now is scaling this intimate consultative model in a manner that allows us to get not only to the thousands of installations. It’s also dealing with the brand becoming more global today than it was 20 years ago. I used to be able to do all my business in English, but now I can’t. Can I do all my business in my time zone? No. Oftentimes, what we’re finding is that many of our clients are doing what all of us do, which is going to the web first.

Drew: How are you dealing with this move to digital? Do you have customer service team active online?

Snehal: Our customers really try to help themselves before they really want to talk to anybody. So now, we have to make those tools and some of that decision-making information available to them online. Additionally, we have very smart people contact them and walk them through their issue.

Drew: How do you make sure that when you are consulting that you are acting as a truth broker and not solely promoting your brand?

Snehal: To be honest with you, sometimes I would prefer if our folks were the kind of people who understand how they could solve the whole problem without technologies. But oftentimes, we have people that are very close to the problem that they’re trying to solve. For instance, you could use ultrafiltration followed by reverse osmosis to purify unclean water. But the fact of the matter is that if the water isn’t that bad in the front end, you might not need ultrafiltration. In that case, we’re not going to recommend that process. Instead, we’re going to tell you, “Here is the trade off. Here is what you get if you did it but that’s going to cost you.” A lot of times there is no reason to advocate for anything other than one piece of the puzzle because it’s the only one that is needed.

Drew: What role does brand play in the selection of these replacements parts for Dow Water?

Snehal: It plays a big role because, as I said at the beginning, we pride ourselves on reliability and trust. I think that’s fundamentally what people in our business are seeking; they want to trust what they’re about to rely on to produce their water. We spend a lot of time showing how our products are working around the world. Doing this in our 35 years of business has resulted in a large amount of repeat buyers. The Dow brand isn’t necessarily just a product. It’s also the people, it’s the reliability, and it’s the warranty.

Drew: How do you battle staying both trusted and current?

Snehal: Over the years, we’ve done a nice job finding the early adopters that are willing to embrace a change in scheme, a new operating technology, or are willing to partner with us to deploy it. We really cultivate references all over the world and then push the technology. Competition in the marketplace also drives us to continue improving and innovating.

Drew: I know Dow is doing a working to help ease the water crisis in Southern California. What measures do you take to stay up to date on the issue?

Snehal: I’ve spent more time in the last year-and-a-half in conferences that you wouldn’t think that Dow would be a part of. It’s part of a conversation that says, “Here are all the things we can do. Here is what your role could be. Here is what Dow’s role is in helping us get to that outcome.” We’ve also joined a few advocacy groups like the Value of Water Coalition, which aims to answer a few questions: “What are we doing to invest in your water infrastructure? Do you know that we are severely underfunded? Do you know that before you put the road over the top of the water pipe, maybe you should fix the water pipe?”

Drew: How is Dow addressing the lack of water from a marketing standpoint?

Snehal: We’re really focused on this concept of courageous collaboration. That focus requires us to engage with a variety of stakeholders to get this topic on the table because it’s not a problem everywhere. In those places where it’s a burning question, we want to be a part of the conversation. Our technologies may or may not fit at that moment, but we’re at least informing the dialog.

Drew: Courageous collaboration is a very interesting term. What does the courage part of that phrase mean?

Snehal: We are challenged with engaging with people who may not always share the same point of view. But if you listen, you have a chance of finding out that you have a lot more in common than you thought. I think that the courageous part of it is being willing to engage with people that we wouldn’t traditionally think of as natural customers. It’s thinking about your ecosystem in a much broader way, and then acting as a speaker and a listener in that conversation.

Drew: How do you approach change?

Snehal: There was a period of time when to do something different would have been seen as very risky, “Why fix it if it isn’t broken?” But I find that even if there isn’t a better way to do something, there is always another way. It doesn’t have to be big bets, but the important questions are “What do you choose to experiment on? What do you choose to pilot?” I’ll tell you that over the last 18 months, I’ve spent more time in non-traditional venues which allowed me to see things that I might not have seen if I went to the usual places.

Drew: Can you tell me about the Water Academy series?

Snehal: It’s a resource for the new class of water engineers and water treatment professionals. We have traditionally built that content around the North America or the Western European market. Now, we have so many people from Asia, Africa, the Middle East and Latin America that are joining. We provide people with information on how to best pick and maintain systems, how to design, etc. We provide all this content through video, and we do Q&As through our LinkedIn community page.

Drew: Is all of the Water Academy content available via mobile?

Snehal: Absolutely, it’s important to think about making the content bite-sized, and highlighting the most important information. That’s very different than a two-hour seminar on everything you need to know.

Drew: On the homepage of your website, there is a search bar that says, “What can we help you find?” Is that a relatively new thing that you’ve added?

Snehal: People come to us for what they know they need, but there could be a lot of things we could do for them. If a person had a big question about something related to water, even though that may not be something that we do, we can direct them to a sister division, or a customer that does it.

Drew: Have you thought about adding a feature that can identify new customers?

Snehal: It’s definitely part of our thought process. We’re looking to use technology and interface with individuals on our team to personalize experiences and help people more easily find what they’re looking for.

Drew: Are you incorporating social listening into your research and if so how?

Snehal: We did two pilots in social listening, in which we focused on a topic in a region of the world to see what we would find. It was pretty fascinating because residential water treatments or point of use water treatment is a big trend in India. We ran an experiment with a provider to do social listening to see what people were talking about, particularly on the consumer side. We found that there was a lot of conversation going on around the topic of water and home water treatment.

Drew: How are you using social platforms for social listening?

Snehal: We’re looking more on LinkedIn and forums where people are asking each other questions. We’re experimenting where we can, and we find a lot of it is relevant to us so we’re just keeping our eyes open.

Keeping the Customer Front and Center

water skiing crash bigGripping tightly to the lifeless plastic handle I could only muster a fainthearted “hit it” to the speedboat skipper 50 feet away. This was to be my third and final attempt to rise above my skis and frankly I was already drained and shivering. The first effort had ended in a face plant with skis scattered across the surface like an old-fashioned yard sale. The second was only slightly less ugly. My already formulated excuse was going to be that the boat was too weighed down with passengers to yank my sad ass above the surface. Fortunately, the third time was the charm as I kept my weight back as instructed and let the skis do their magic. Once elevated, I hurled myself out of the wake regaining some semblance of the athletic confidence I usually take for granted and romped around the lake like a champ.

Had you not seen my false starts or heard any of the coaching I received before liftoff, you might have thought it was just another effortless and solitary accomplishment by an experienced (read middle aged) jock.  [Stay with me now as I deftly transition to the real story here!] This is not unlike the experience most of us have when seeing a finished product or a successful marketing campaign. Typically, we don’t bother to ask about the team behind the product or about any of the missteps along the way. As consumers, we take all that for granted as we should. But as marketers, we can’t afford such incuriousness. We have to go deeper. We must look under the surface. We must understand the process behind the success.
And yes, that’s exactly what I did during a recent conversation with Kieran Hannon, the CMO of Belkin, the makers of Belkin, Linksys and Wemo products. Kieran, as you may remember is featured in my book, The CMO’s Periodic Table under the element “Storytelling.”  This time we went even deeper, covering his impressive three-year plan, Belkin’s inclusive product development process, influencer marketing and more. While Kieran appears not to have had too many wipeouts along the way, what you will discover is a marketer whose seemingly effortless glide is wholly the result of determination, collaboration and well earned experience.

Drew: One of the things that you mentioned to me was your three-year plan. Where are you on that plan, and how is it coming along?

Kieran: We’re now going into year four. Year 1 was focused on the organization itself. It was aimed at educating our marketing teams across the globe, helping them understand their roles, the needs in the markets, and the priorities of the company. Essentially, Year 1 was building a team that could deliver global marketing programs and lead that development. Year 2 was aimed at aligning the region and the corporate goals because we were decentralized at that point. In Year 2, the global marketing teams were supporting all three brands. Some of the team members were dedicated to a brand but in a lot of other respects, the teams worked across multiple brands. For instance, the CRM team has worked across all brands. Now, CRM is embedded into each brand, they are in control of their own destiny and their needs as a great example. Additionally, we had designers sitting in 11 different functional groups around the world. Now, all designers are in one group in each brand, so there is a single management structure for each brand. Those are just a few examples of streamlining, and bringing focus and prioritization around the world.

Drew: What was the result of this plan?

Kieran: As a premium brand, Belkin is doing very well in a somewhat commoditized market. Our focus on highly differentiated products and experiences is making a big difference. For example, when you travel you’ll see Belkin in all the Hudson News stores around the US and around the world. For Los Angeles International Airport (LAX), Hudson came to us and asked if they could build a Belkin store because travelers find the brand so compelling.

At CES, one of our products, the Valet Charge Dock for the Apple watch and iPhone was voted Best in Show. That’s another example of the design innovation Belkin is reknowed for — and it’s been a tremendous success.

Drew: Let’s talk about product innovation and marketing and where product development sits relative to marketing. How do you ensure that there’s a marketing idea built into the product?

Kieran: Sure. Let me tell you about ScreenCare +, a new applicator system that we launched in all Apple stores. That is not just a product; it’s an experience. The product management team, the industrial design teams and the marketing teams worked very closely in the development of that program from embedded testing to the testing of different formats for training of store specialists. We have what’s called our “E2” planning processes with different gates and as a product goes from formation into development, marketing and other groups provide input and feedback. This insures alignment throughout our exciting and rewarding process.

Drew: It really is amazing how Wi-Fi is at the center of everything, the enabler of the Internet of Things.

Kieran: It’s such a key enabler. A lot of people have so many devices at home, they don’t realize they’re probably sitting there with a three or four-year-old Wi-Fi router and it’s wrecking the experience of these great devices that they bought. What’s worse than when you want to go online in the evening with your family to stream a movie, and all you see is buffering? A lot of the issues are because you have an old router and there are another ten devices connected to the Wi-Fi that are impeding the ability to deliver that signal. To help our customers have a better experience, you can now prioritize within the Linksys system your Netflix streaming device and de-prioritize other devices.

Drew: How are you incorporating influencer marketing into your overall strategy?

Kieran: We’ve done a number of influencer programs over the years and they’re very target based. We spend a lot of time ensuring that we get the right type of influencers that can really amplify our cause. Importantly, we let them drive the project. We just want our influencers to express their feelings about the brand, the products and the experience in a way that’s most meaningful to them. Full transparency is pretty critical and we’ve been very pleased with every influencer program we’ve done.

Drew: What are the pitfalls of influencer program?

Kieran: I think the fundamental pitfall is trivialization, either trivializing the audience or trivializing the role the product plays. It doesn’t mean that you heighten the role of the product in that experience but you don’t want to trivialize it either. So, I think it’s best to be authentic throughout the partnership.

Drew:  I think one of the challenges clients encounter is evaluating the success of influencer programs relative to other activities. How do you evaluate these programs?

Kieran: It’s the crossover between paid and earned media that’s really powerful and puts the icing on the cake. We have both consumers and retail partners as our audience, and how they talk about and relate to our brands is very important. We think about that as we build up these influencer programs.

Drew: As a company that introduces innovative products and services, how do you make sure your media and your marketing is innovative? Is the medium the message sometimes?

Kieran: Oh, absolutely. I’ll give you an example. A great program that we do with Hulu is at the point of buffering, we deliver a message to people that you don’t have to have that experience – you just need a more powerful router. So, the medium can absolutely be the message. On the Belkin side, we’ve done some great programs with other mobile platforms that really bring to life what you’re doing at that moment in time. So yes, the medium is equally important as the message in a lot of cases.

Drew: The geo-fencing program you did is particularly innovative. Can you talk a little bit about that?

Kieran: Yes, we are doing an interesting program with geo-fencing where we understand when the consumer is in the proximity of a retail partner and we can share with them the relevant personal message to that proximity.

Note: This is part 1 of my interview with Belkin’s Kieran Hannon, part 2 will appear on Social Media Explorer soon.  

How BBVA Compass Banks on Purpose Branding

When you think of banks, or any financial institution for that matter, I doubt you are overcome with heartwarming images of improved welfare and social care.  Unless you’re among the few that have had a warm and fuzzy experience, most likely your relationship with your bank is mainly transactional — a deposit made here or statement issued there.  Interestingly, there is at least one bank out there that would like you to like them less for their transactional prowess and more for their commitment to “bringing the age of opportunity to everyone.”  

That bank is BBVA Compass and the campaign that got my attention is called “Banking on a Brighter Future,” a purpose-driven program introduced
by their Chief Marketing and Digital Sales Officer Jennifer Dominiquini.  I’ve known Jennifer through The CMO Club for several years and was delighted when we finally had a chance to talk about purpose-branding and the organizational commitment required to make it real.  Jennifer, as you will soon see, is not one to just talk the talk.  She also walks the walk or more precisely rides the ride, having just completed a 500-mile bike trip for a charity that was also a BBVA customer.  So yes, her commitment to living bright and giving a chance for others to do the same is something you can bank on!

Note: this is a lengthy interview but I decided not to break it up into 2 posts because frankly if you are interested in how to activate effectively against your brand purpose, you’ll want to read every last word.  

Drew: Can you take me back to when you became a purpose-driven organization and the process that you went through to determine your purpose?

Jennifer: Since its founding in 1857, this company has believed its corporate purpose should be about creating a better future for people. Recently, our Chairman and our CEO realized that we needed to make it more explicit that we are a purpose-driven organization, and so last year we set out to do just that by specifically stating that our purpose is to bring the age of opportunity to everyone.

The company overall is very inclusive, and that has led us to facilitate opportunity for everyone, whether an individual, a family, a company, or a community. Said another way, we believe everyone deserves a bright future and the chance to thrive in the age of opportunity. Our goal as an organization is to help our clients stay in control of their financial journeys, and it is our responsibility to help them get to that bright future.

Drew: Was the idea of “Banking on a Brighter Future” developed in-house or did you work with an agency partner?

Jennifer: It was actually developed in-house with the support of agency partners. One of the key inspirations was our global purpose statement, which aligned perfectly with the traditional brand research we had. We were really passionate about this, so we put it into practice first by rolling it out internally and then started to incorporate it in our external messaging as well.

Drew: How did you communicate the idea of “Banking on a Brighter Future?”

Jennifer: We tried to infuse as much “bright” vocabulary into the work we were already doing internally. We also ensured that every element of our end-to-end client experience was bright. We highlighted bright moments of associates out in the field who went the extra mile to help a client. At our employee launch, our CEO and key leaders hosted a fireside chat-style forum to share the brand strategy and communicate the message hat every associate has the responsibility to bring the brand to life. We wanted all employees to understand that this was not just a new tagline but rather a way of doing business, a way of living and breathing the brand.

Drew: How did you equip employees with the resources needed to promote the brand externally?

Jennifer: First, we incorporated the word “bright” into our different methods of communication as often as we could. We also created an employee brand portal with videos and other media, showing how our executives were embracing the brand and also branding themselves. We distributed bright blue boxes containing stickers and other brand paraphernalia to each department so employees could display and promote the brand.

In order for the brand launch to be successful, it had to be something our associates believed enough they would be willing to go out and share it. So, a few months later after our internal launch, we celebrated our first annual Bank It Forward Day, a chance for our associates to bring the brand to life in the community through random acts of kindness.

Drew: Can you provide an example of how employees went out into the community, promoting Bank It Forward Day?

Jennifer: We equipped everybody with the opportunity to volunteer and do random acts of brightness in the community. Essentially, employees formed groups of 5 to 10 people, then went out and did acts of kindness in the community using their $25 gift cards provided by BBVA Compass. That was the first real opportunity for our employees to realize that when you live bright, you can actually have fun while helping out others in the community. Some of the stories were just phenomenally engaging, and we generated social media buzz and plenty of employee engagement as a result.

Drew: Can you give a few examples of some of these “acts of brightness?”

Jennifer: We saw one person pay off a debt for a family whose son was in the hospital. We also met a woman who had a couple of flat tires on her car but had to leave it to feed her baby at home. When she came back, she saw the note on the car that said, “It’s BBVA Compass. Come on over, we’d love to help and we have a surprise for you.” A few associates combined their gift cards to buy the woman four new tires for her car.

I personally had the honor of surprising a shopper in a grocery store who was about to spend her last $20 of the week. I think the tipping point in the brand roll out was when employees started to have fun. They realized this is not just a marketing strategy exercise, this is a way of living.

Drew: Do you have a sense of what percentage of employees participated? Did you have a goal?

Jennifer: This was one of our most successful volunteer outreaches ever. We started at 12% the first time, and now we’re up to 30%. This time, the updated program – now called 100 Days of Brightness – extends beyond a single day to give employees the flexibility to choose any day over the course of 100 days.We were really impressed the first time because we really didn’t know what would happen but 98% percent of the people who participated said they would absolutely do it again.

Drew: What was the reception of the Bank it Forward initiative” among senior BBVA Compass executives?

Jennifer: Our executives have been extremely supportive of this because, as a company, they all understand that we can’t just talk about our purpose, we have to go out and fulfill it. For example, the Head of Business Development is an avid runner, so he ran around a park on Father’s Day and surprised other park runners with gift cards. He also visited one of our charitable partners along his route to surprise them with more gift cards.

Our COO, who is very much supporter of animals, visited an animal shelter to deliver much-needed supplies for the shelter. And our CEO pursued his passion for helping children by bringing a cool treat to kids at the Community Family Center in Houston. In addition to some new sports equipment and art supplies, he also served snow cones to nearly 200 students and staff on a hot July afternoon.

Drew: So have you changed or adjusted your hiring practices to emphasize brightness among candidates?

Jennifer: People are definitely looking to bring in others with a like-minded, positive energy. We aim to on-board people who share our purpose-driven methodology and look for ways to empower people to act brightly across our employee base.

Drew: How did you go about making employees feel comfortable to bank at BBVA?

Jennifer: As our CEO said, if we are going to talk about brightening the lives of others, we also need to do a good job of brightening the lives of our teammates. We emphasize our employee banking perks and make sure people take advantage of the benefits of being loyal to your employer. We’ve done a lot of employee banking drives to encourage people to sign up, and those events provide the perfect opportunity to remind employees why they should bank where they work. It’s more than just a reminder that each account benefits the company. It’s a reminder that, when you bank the brand, it’s easier to successfully live the brand and share it with others.

That said, we need to make sure it is easy and rewarding for those associates to bank with us, – for both clients and employees alike.

Drew: So we spent most of our time on internal activation, is there anything that you would like to highlight from an external standpoint?

Jennifer: Absolutely. We knew we had hit a home run internally, so we wanted to make sure our external push was equally successful. We created an online portal for our video content, and because we are official bank of the NBA, we were able to launch Bright Futures externally in a robust way.

Our brand ambassadors tell their own personal stories to bring to life the ten Bright Futures principles. For example, Becky Hammon, the first female coach in the NBA, talked about the hurdles she faced on the road to becoming an all-star player and the first female All Star coach. Instead of telling the athletes’ stories from the sports angle, these videos really captured the human angle.

Drew: What is the reason behind the sports focus of Bright Futures?

Jennifer: We started with sports because that’s where many of our sponsorship lie (we are the official bank of the NBA and the Houston Dynamo and Dash call the BBVA Compass stadium their home) but as I said, we intend to expand it to a lot of different walks of life. Ultimately we will feature musicians and artists, technology, entrepreneurship and other areas.

We’ve also incorporated the Brighter Future mantra into nearly all our external marketing. From a social media perspective, we engage our audience with our #LiveBright and #BrightFutures hashtags. The two work well together because we’re saying if you want to help others have a bright future, then you have to live bright along the way.

Drew: It’s fascinating to hear you talk about how you shifted from product-first to story first, which must have sparked a good amount of doubt and discomfort internally. What made you confident that this risk was worth taking?

Jennifer: Well, we still do free-checking and rate-based advertising for our deposit products, and we still promote our loan products. But we’ve tried to layer acquisition marketing, digital marketing, and branded advertising with messaging that’s consistent with the brand, using the video and the storytelling piece. The brand, the content, and the storytelling have enabled us to improve our consideration scores with consumers, to bring new clients to the bank and to engage our existing ones.

Drew: We’ve heard about the successes of the Bright Future initiative but I’m guessing there have been some mistakes along the way? Can you tell about some of the challenges you have encountered?

Jennifer: I would say that there have been definitely some creative executions that didn’t work as well in the beginning. Creative development for us was an iterative process, and we learned what resonated and what didn’t as we experimented and iterated based on learning. The good news with digital is that it’s easy to do a lot of testing, but part of our initial challenge was aligning the right creative with the right media and doing so in a nimble and flexible way. I don’t think it was a failure, but more of a learning process and a recognition that some efforts don’t produce immediate results.

Drew: You’re the Chief of Marketing and Digital Sales Officer. Do those two often conflict?

Jennifer: Not really. Digital has been a major focus to drive sales through all of our channels, along with improving the branch experience and engaging our clients. In fact, all of the key marketers in other countries in the BBVA portfolio also have this title. I’m lucky that I don’t just own marketing, but I actually have online account origination and analytics which allows me to see much more of the end-to-end experience.

Drew: I know you’re heavily focused on digital but how much of your role is centered on traditional marketing?

Jennifer: In the old days, marketing was very much “put the product over the fence and tell the clients what they need to know.” Historically, digital and traditional marketing have been separated. But having these two areas together is fundamental because I have the flexibility to allocate resources between digital and traditional efforts. We recognize that it can’t all just be about digital. There are many times when more traditional marketing like direct mail or newspaper ads make the most sense; in other cases, we know that branded content on YouTube will be more widely watched that television. Having ownership of both sides lets us leverage the best channel for each initiative. All in all, it’s been a very interesting time to be a marketer and the fact that I have both of these sides is wonderful.

Drew: Now, you have to tell us about your 500 mile bike ride. What a great example of how you are living the brand purpose. 

Jennifer: Well, it was the experience of a lifetime seeing our client, David Baldwin, literally ride from coast to coast. The trip really encapsulated living bright: everybody was happy, helping each other, and teaching each other. It was very powerful to know that we were doing something for a good cause, and that we were able to put ourselves literally our client’s shoes. The Pursuit ride raised $12.5 million for the Center, a private, not-for-profit organization caring for adults with intellectual and development disabilities, while raising awareness for adults with disabilities nationwide. Baldwin rode 3500 miles, and BBVA Compass was proud to be the ride’s presenting sponsor. The event aligned perfectly with our belief that that everyone deserves a bright future. I could not be more proud of riding alongside David and team. As the Chief Marketing Officer, it is my responsibility and honor to not only shape the brand but believe in it and live it, too.

Stop the Presses: TV Still Works

Screen Shot 2016-05-16 at 8.51.08 AMThe presenter spoke with a certainty of a televangelist offering a laundry list of directives to his flock. “Times have changed” he intoned and “marketers must change with it.”  “You can’t control the conversation, you have to discover the context, not try to dictate it,” he shouted. “Context is more important than content” was followed by “You are competing for attention against everything.”  Heads in the audience were nodding dutifully while I started reaching for my Buzzword Bingo playing card just in case he had more. And he did. But then he said two things that made me laugh out loud, “Only Bozos buy eyeballs” which was followed by “You don’t want to be at the airport when your ship comes in!”  Evidently, “TV is dead” and “we’re never going back.”

I laughed because it reminded me of the “Bring Out Your Dead” scene in Monty Python and the Hold Grail when an old man protests “I’m not dead yet” and John Cleese replies, “Oh yes you are, don’t be such a baby.”  Truth be told, TV spending at $42B in 2015 still represented 42% of all ad dollars. Yes, digital spending especially mobile is rapidly gaining ground but it is lunacy to suggest that TV should be thrown on the trash heap when many brands are still deploying it effectively.  Which brings me to my interview below with Tad Kittredge, who at the time was the Associate Director of Global Marketing at Burt’s Bees.

Now about to become the Director of Marketing for Clorox’s Brita juggernaut, Tad was once a strategic planner at Renegade, and one of the brightest minds to pass through our doors. He left Renegade to go to business school and has been rising through the ranks at Clorox ever since.  Read our interview below and you’ll see why.  Placing a big bet on TV for Burt’s Bees, Tad and his team saw sales triple, not just at brick and mortar stores but also online. Of course, it wasn’t just about the media, he also made sure the strategy was sound and the execution fresh. Although Tad is no evangelist, he certainly offers an inspiring yet clear-eyed perspective on real-world problem solving.

Drew: Can you give me a little bit of background on the challenge you faced with Burt’s Bees prior to your recent campaign?  

Burt’s Bees has been pioneering natural personal care for over 30 years. Our Original Beeswax Lip Balm with peppermint oil is the #1 selling sku in the category and has really become synonymous with the brand. The flip side of being a trusted icon to millions of passionate consumers, however, is that you can appear old and boring to the next generation and that’s a dangerous place to find your brand. A disruptive, new competitor entered our category and quickly attracted younger consumers. We suddenly started losing households and market share for the first time in our history. We realized that this was the wake-up call we needed to redefine our brand’s future.

Drew: You and I talked about making sure you identify the right problem before you go about solving it. For example, you mentioned that “increasing sales” is not the right starting point.  Can you talk a little bit about the process (how, why) you and your team went through to make sure you were focused on the right challenge?

A great strategy or idea always starts with asking the right question. In a world where there is so much data at our fingertips and a demand for immediate answers, I find inspiration in a quote from Albert Einstein: “If I had an hour to solve a problem I’d spend 55 minutes thinking about the problem and 5 minutes thinking about solutions.” Design thinking has some great tools for properly defining the problem. One of my favorites is repeatedly asking “Why?” or “How?” to ensure we’ve struck the right balance in defining a problem that it’s specific enough to focus a team but ambiguous enough to allow in creativity. In our case we had to translate “Why are we losing market share?” into “How can we drive more impulse purchases with younger consumers?”. We then found a simple insight, most consumer only know our peppermint flavored balm, that led us to our strategy and campaign idea of “Uncap Flavor”

Drew: We also talked about how product development and marketing should be in lock step.  Can you describe how product development for your lip balm line was an essential prerequisite for the new campaign?

Marketing begins and ends with the product. You can spend as much money as you want on an ad campaign but your core product or service is what the consumer builds his or her relationship around. We took the insights behind our marketing strategy and instead of just applying them to our marketing campaign, we looked at how to infuse them into our products, our packaging and even where and how we distributed our products in store and online. This led us to develop new lip balm flavors, a different naming architecture on packaging and a new sales strategy. They might be old school, but with the growth of social media, it’s even more important to ensure that you get your “4 Ps” right before driving talk and relevance online.

Drew: So now you have a new line of lip balms and this being 2015, one might assume that you put all of your marketing dollars into digital, right?  But you didn’t.  Can you talk about your media mix for this campaign?  

Again, it goes back to asking the right question and ensuring you are answering the question versus chasing a solution. Beware the marketer who starts the conversation with “We need a new digital campaign” or “We need to be on Snapchat”- you’ve already missed the most important part of that decision process. In our case the media objective became how to drive rapid awareness of our flavor variety with a seasonal product. As sexy as social media is, TV is still the best hammer to hit that nail so we started building our toolbox around it.  Of course we supported it with a full marketing mix but that became our big bet.

Drew: Wasn’t that a risky bet putting so much emphasis on TV?  Was there any evidence that TV would work or was it more a leap of faith?  

Risk is an often misunderstood concept. As any good investor knows, risk and return are often correlated. So when your growth aspirations change you need to ensure that your acceptance of risk is adequate to support those. In our case, we looked at our potential options and identified the smartest bets to best address our problem and hit our growth goals. TV was simply the smartest bet to make.

Drew: If this hadn’t worked, it might have had a negative impact on your career at least in the short term.  What emboldened you to take this risk?

There are three approaches I’ve found helpful for addressing risk. The first is to really asses the risk of doing nothing. All too often we assume the status quo looks like today, when in reality competitors will keep pushing and consumer preferences will keep shifting so the do nothing scenario is really negative or often an accelerated negative option. I call this the burning platform. Sometimes you need to look down and see your feet on fire to make jumping look a little less scary.

Second is to define a “no regrets bet”. I like to think of business choices in terms of an investment strategy. If you can make enough safe choices that act like bonds for your business, that frees you up to make a bigger bet on a risky stock. Start by identifying how much loss your business can afford to absorb in pursuit of a new growth vector and that’s probably a good starting budget.

Lastly and most importantly is to win the battle before it’s fought. Marketers need to get out of their bubble and partner with their sales counterparts to leverage bold marketing choices and secure incremental displays, distribution and merchandising programs. Meeting with a retailer and saying, “We are turning on TV for the first time in our 30 year history. How can we help you disproportionately win over those consumers in your store?” is a really compelling conversation that leads to better integration across online and offline, in-store and out-of-store execution. Ultimately that kind of Marketing-Sales collaboration helped us put a lot of incremental revenue on the board before the first ad ever aired.

Drew:  How did it all work out?  Did sales meet or exceed expectations? Did the TV impact both online and offline sales?  

We’ve been thrilled with the success of our integrated program. We’ve seen our sales growth triple in the year following the launch and Burt’s Bees is again the fastest growing lip balm in the US. Interestingly we saw our biggest lift happen online despite the heavy investment in TV. Seeing more than triple digit growth in those online channels was a very nice surprise.

Drew: Looking back on this campaign, what are the key lessons you’d share with your fellow marketers?  

First of all, a good marketing idea can become a great one when it’s integrated across all consumer touchpoints. That means looking at how to influence the product, the package, the retailer and then the marketing campaign, all behind a common, consumer-driven insight. Second, the biggest risk is often the risk of doing nothing. So don’t be afraid to swing for the fences when the right pitch comes at you. And lastly, an insatiable curiosity is a marketer’s greatest asset. Never stop asking that extra question which can unlock the answer for the team.