Consumer Finance Institute Brand Identity
In 2017 the Philadelphia Fed launched the Consumer Finance Institute (CFI), a new centre of excellence bringing together leading edge research on consumer credit and payment systems. Bank and departmental leadership charged me with designing a new and distinct brand identity to pair with a new website for CFI. The brand design established a flexible system underpinned by the institute’s founding principles and attributes. When we launched the brand and site, the identity allowed CFI to function on its own as well as a partner with other organisations and a key offering of the Philadelphia Fed.
My Function
- Creative director
Skills Applied
- Design leadership
- Design management
- Brand design
A Centre for Collaboration…
The institute occupied a new place in the Philadelphia Fed’s brand hierarchy. Departments existed as their own branded entities, including the Payment Cards Center, which would evolve into the new Consumer Finance Institute.
CFI would serve as a hub for research, data, and analysis about consumer payments and credit. Because these areas of focus inspired research across multiple departments, different economists and researchers contribute to the institute through their own departments. But, the institute remained its own entity as a branded programme sitting besides the various departments.
This brand structure allowed the institute to collaborate internally and externally without worrying about siloed content verticals. Externally, the institute could partner with conferences or organisations, promoting the institute’s experts and research. Internally, the branding allowed for CFI content to be signalled as distinct and separate from a department’s standard content.
Design Team
- Designer
- Design summer interns
- Developer
- Research publications manager
A Catalyst for Change
After I audited the institute’s competitors, peers, and aspirational targets, I worked alongside the institute’s director and leading stakeholders to define the institute. This included working with the Research Department’s editor to develop a mission statement, a tagline, and foundational brand attributes. They then launched the design phase of the branding project, which ran parallel to the design of the new website.
For the mark itself, an exhaustive iterative design process led to three finalists, for which the chosen and ultimately implemented version was unanimous. A rational geometric typeface drew upon the institute’s rigorous, data-driven, analytical nature. The geometric shapes of an abstract C, F, and I nestled together, representing how the various groups of experts and expertise fit together into a single institute.
A bright “electric” blue played off the idea of the institute as a catalyst for understanding the consumer economy. As the website would live within the broader Bank site, the blues sat besides the greens of the parent identity system without fighting the Bank. We established the family nature by retaining the Bank’s then newly introduced brand typeface, Fira Sans. These, along with a gradient, became the visual identity of the institute for its launch.
Templates for Touchpoints
Following the development of the identity and its primary application to the site, my attention turned to development of brand guidelines and templates for creating visually consistent content. Most importantly amongst this tier, stakeholders wanted the Payment Cards Center’s Discussion Paper series to continue under the new CFI brand. These would take the approach of my Working Paper series and use a high polish product on their cover. I also developed a series of Microsoft Office templates and graphics for CFI use.
I designed the Discussion Paper cover template and trained the CFI staff on the production process, allowing the team to move forward with their own production schedule and freeing me to continue developing templates and other content for launch. This success allowed me to cross-train CFI staff on working paper production, which allowed CFI to assume day-to-day production of CFI-tagged working papers, which received a small logomark or, more affectionately, the CFI “bug”.
In addition to Adobe-created works like discussion and working papers, I developed a series of templates in Microsoft Office, principally Word, empowering CFI staff to create brand-aligned work without requiring support from design teams. This approach became particularly useful during the COVID-19 outbreak when CFI conducted frequent periodic surveys of consumer responses to the pandemic. One of the examples shown here also features a chart my team made upon request.
Immediate Brand Touchpoints
- New website
- Discussion papers
- “Tagged” working papers
Later Brand Touchpoints
- Research reports
- Survey results
- Business cards