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TULIO G. GASPERINI
 TULIO G. GASPERINI



                                Portfolio Excerpts




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Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Portfolio Excerpts


                         •   Commerce Bank & Trust Company
                         •   Integrated Mortgage Solutions
                         •   Citizens Financial Group
                         •   FleetBoston Financial
                         •   First National Bank of Boston




Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Portfolio Excerpts


                         •   Commerce Bank & Trust Company
                         •   Integrated Mortgage Solutions
                         •   Citizens Financial Group
                         •   FleetBoston Financial
                         •   First National Bank of Boston




Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Branding & Visual Identity




            Before




            •            Lack of brand identity; inconsistent, nonexistent.
            •            Brand did not position company as “today’s” bank.
                         – Bank did little to appeal to younger demographic
                           and catered mostly to older audience
            •            Brandmark was plagued by numerous shortcomings.
                         – Logotype was dated, appeared in multiple styles
                         – Icon treatment was inappropriate for broad
                           array of applications
                         – Color palette was undefined
                         – Brandmark was not registered; name was actively
                           pursued for takeover by a competitor
            •            Advertising was dated, a la “1950’s”

Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Branding & Visual Identity


Before




Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Branding & Visual Identity


Before




Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Branding & Visual Identity




            After




            •            Brandmark’s “cinnamon” color is unique in the
                         marketplace, while vibrant blue, color of “trust”
                         and “honesty,” replaces purple and other inconsistent
                         color combinations.
            •            Maintains familiar “lion” icon — a highly recognized
                         symbol for 50+ years in Central MA.
            •            Custom logotype is contemporary and conveys
                         movement and sophistication.
            •            Service Mark designation indicates the Bank’s right
                         of claim to the “Commerce Bank” name in MA.



Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Branding & Visual Identity

Corporate Identity: Image Advertising




Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Branding & Visual Identity

Corporate Identity: Image Advertising




                                     Local Presence, Longevity, Financial Strength
                                     (TDBank, Sovereign Bank, Bank of America, Citizens Bank)


Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Branding & Visual Identity

Corporate Identity: Image Advertising




Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Branding & Visual Identity

Corporate Identity: Exterior Signage




Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Branding & Visual Identity

Corporate Identity: Stationary & Business Cards




                                                                                          Tulio G. Gasperini
                                                                                          Vice President and Director
                                                                                          Corporate Marketing & Communications




                Corporate Headquarters
                386 Main Street
                Worcester, MA 01608-1709

                FORWARDING SERVICE REQUESTED




                                                                                            Tulio G. Gasperini
                                                                                            Vice President and Director
                                                                                            Corporate Marketing & Communications




                                                                                            386 Main Street
                                                                                            Worcester, MA 01608-1709

                                                                                            508.797.6879 telephone
                                                                                            508.797.6912 facsimile
                                                                                            tgasperini@bankatcommerce.com




               Corporate Headquarters: 386 Main Street, Worcester, MA 01608-1709 n 508.797.6879 telephone n 508.797.6912 facsimile




Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Marketing Communications

Print Advertising



                                                                                                                 Smart planning is the key
                                                                                                                 to your financial future.
                                                                                                                 But a $5,000 CD could help.
                                                                                                                 We’re giving away $8,000 to celebrate our new Bump-Up+ CD
                                                                                                                 and Bump-Up+ IRA savings solutions! Just visit any of our branch
                                                                                                                 locations to enter the Bump-Up Sweepstakes for your chance to
                                                                                                                                                                                                       1
                                                                                                                 win one of three CDs worth up to $5,000. Anyone can enter!


                                                                                                                 Bump-Up+ CD                                n     Bump-Up+ IRA

                                                                                                                    NOW:            Earn 1.50% APY (for 12 months)
                                                                                                                                    or 1.75% APY (for 24 months).


                                                                                                                    THEN:           If rates rise, bump-up to a higher rate.
                                                                                                                                    Plus, you can choose to extend the
                                                                                                                                                                          2
                                                                                                                                    term at the higher rate.


                                                                                                                 Available in both 12-month and 24-month terms, you’re in full control
                                                                                                                 with our Bump-Up+ savings solutions. If rates rise, not only do you
                                                                                                                 have the option to lock-in at a higher rate for the remainder of the
                                                                                                                 term, you can lock-in for an additional 12 or 24 months.
            SWEEPSTAKES
         ENTER TO WIN A                                                                                          Ramp-up your savings potential with our Bump-Up+ savings solutions.
        CD WORTH $5,000!                                                                                         Call us today at 800.698.BANK(2265) or stop by to enter our
                                                                                                                 sweepstakes. At Commerce Bank, we’ve got you covered.




                                                                                                                                                                    www.BankAtCommerce.com




1
  No purchase necessary. Contest period 1/19/10 – 4/2/10. Three prizes to be awarded as follows: One First Prize: a $5,000 Commerce Bank 1-year Certificate of Deposit. One Second Prize: a $2,000 Commerce Bank
  1-year Certificate of Deposit. One Third Prize: a $1,000 Commerce Bank 1-year Certificate of Deposit. Odds of winning depend on number of entries received. Open to CT, MA and NH residents only, 18 years of age
or older. Prizes are non-transferable and must be open in the name of the winners. See Official Rules in bank for details. Void where prohibited by law.
2
  The minimum opening deposit is $5,000 for the Bump-Up+ CD (Certificate of Deposit) and the Bump-Up+ IRA (Individual Retirement Account). Bump-Up+ CD and Bump-Up+ IRA are both available as either 12-month
or 24-month fixed rate accounts, currently paying a 1.50% annual percentage yield (APY) for a 12-month term as of 1/6/09, and a 1.75% annual percentage yield (APY) for a 24-month term as of 1/6/09. The “Bump-
Up+” feature is a promotional offer. With the Bump-Up+ feature you have the one-time option to change the rate on your account to the “current rate” for the remainder of the original term, or you may choose to extend
the term of the account by an additional 12 months at the time you exercise the Bump-Up+ option (or by an additional 24 months at the time you exercise the Bump-Up+ option for the 24-month term Bump-Up+ products).
  Should you choose to change the rate on your account, you must also exercise either of the term options at the same time; rate and term options cannot be exercised separately. The “current rate” is defined as the rate
being offered by the Bank, at the time you exercise the Bump-Up+ option, on CDs and IRAs with the same term as the original term of your account. The Bump-UP+ feature is not automatic and will be exercised only
upon your request. Personal accounts only. This is a limited time offer; see personal banker for details.
    Commerce Bank is a registered service mark in Massachusetts of Commerce Bank & Trust Company. ©2010 Commerce Bank & Trust Company. Commerce Bank member FDIC. Equal Housing Lender. All rights reserved.




Tulio G. Gasperini                 •   16 Colonial Drive, Lincoln, Rhode Island 02865
Marketing Communications

Merchandising



  You’re a smart spender.
  Are you a savvy saver?


                                    Bump-Up+ CD
                                    Bump-Up+ IRA


                                                                                                                                Ramp-up your savings.
                                                                                                                                Get a Bump-Up+
                                    * Minimum opening deposit is $5,000 new funds. Bump-Up Individual Retirement Account
                                    is a variable rate account currently paying a 0.00% annual percentage yield (APY) as
                                    of 1/4/09. APY is applied to balances of $5,000 or greater. APY is not guaranteed and
                                    may change at any time. An APY of 0.00% is paid to balances less than $5,000. Maximum
                                    balance is $0,000,000. Personal accounts only. This is a limited time offer; see personal
                                    banker for details.                                                                         savings solution.

                                                                                                                                NOW:                                                                            Earn a competitive
                                                                                                                                                                                                                interest rate.
                                                                                                                                THEN:                                                                           If rates rise, bump-up
                                                                                                                                                                                                                to a higher rate.
                                                                                                                                                                                                                Plus, you can choose
                                                                                                                                                                                                                to extend the term at
                                                                                                                                                                                                                the higher rate.



                                                                                                                                * Minimum opening deposit is $5,000 new funds. Bump-Up Individual Retirement Account is a variable rate account currently paying a 0.00% annual percentage yield (APY) as of 1/4/09. APY is applied to balances of $5,000 or greater. APY is
                                                                                                                                not guaranteed and may change at any time. An APY of 0.00% is paid to balances less than $5,000. Maximum balance is $0,000,000. Personal accounts only. This is a limited time offer; see personal banker for details.

                                                                                                                                Commerce Bank is a registered service mark in Massachusetts of Commerce Bank & Trust Company. ©2010 Commerce Bank & Trust Company. Commerce Bank member FDIC. Equal Housing Lender. All rights reserved.




Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Marketing Communications

Merchandising




Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Marketing Communications

OOH




                                       Bump-Up+ CD
                                          Bump-up to a higher rate.
                                          Plus, choose to increase the term.


                               www.BankAtCommerce.com
                                                                          See personal banker for details. Member FDIC. Equal Housing Lender.




Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Marketing Communications

Brochures

 Checking Accounts                                     Savings Accounts                        Loans




 Smart solutions for everyday                          Tools to help you plan for              Borrowing solutions that
 money management.                                     your future.                            make life a little easier.



                          Business Checking Accounts                       Business Services




                          Ways to manage your cash                         Resources to help you focus
                          flow efficiently.                                on more important things --
                                                                           like your business.




Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Portfolio Excerpts


                         •   Commerce Bank & Trust Company
                         •   Integrated Mortgage Solutions
                         •   Citizens Financial Group
                         •   FleetBoston Financial
                         •   First National Bank of Boston




Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Branding & Visual Identity




            Before




            •            Corporate identity did not express the history
                         that inspired the company’s name.
            •            Logo fell short in supporting company’s brand
                         positioning statement.
                         – Logotype was weak
                         – Color palette was dated
                         – Lacked a compelling icon
                         – Cumbersome and unsophisticated




Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Branding & Visual Identity




            After




            •            Logo’s icon is a graphical representation of the
                         history behind the company’s name; establishes a
                         feeling of longevity.
            •            Logotype is a sophisticated serif font yet it conveys
                         an emotion of amicability.
            •            Color palette is also sophisticated – representing
                         the seriousness of the business.
            •            A statement of understated elegance that harkens
                         to the mortgage button tradition; conveys trust and
                         confidence.



Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Branding & Visual Identity

Corporate Identity: Image Advertising



   The heritage behind our name.


    Dating back to the mid-seventeenth
    century, the “mortgage button” is a long-
    standing New England tradition, which
    originated in Nantucket. When a home’s
    mortgage was fully paid, a hole was drilled
    in the top of the staircase banister or
    newel. The mortgage was either rolled up
    and placed inside the hole, or burned and
    its ashes were placed within. A button,
    usually made of whalebone, was
    scrimshawed with the date and owner’s
    initial and placed over the hole to seal its
    contents. Our goal is to provide you with
    the perfect mortgage and, eventually, a
    mortgage button of your very own.




   Licensed Mortgage Broker: CT License #12281/12282, FL License #CL0600347, MA License #MB2975
   (In MA, we arrange but do not make loans), NH License #10396-MBB (Licensed by the NH Banking Department),
   PA License #14665, RI License #20021431LB
   The Mortgage Button and The Mortgage Button logo are registered marks of Integrated Mortgage Solutions, Incorporated.
   ©2006 Integrated Mortgage Solutions, Incorporated. All rights reserved.




Tulio G. Gasperini                      •    16 Colonial Drive, Lincoln, Rhode Island 02865
Marketing Communications

Corporate Identity: Image Advertising




Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Branding & Visual Identity

Corporate Identity: Stationary & Business Cards




                                   Front



Inside




 Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Marketing Communications

Brochures




Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Marketing Communications

Direct Mail




Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Portfolio Excerpts


                         •   Commerce Bank & Trust Company
                         •   Integrated Mortgage Solutions
                         •   Citizens Financial Group
                         •   FleetBoston Financial
                         •   First National Bank of Boston




Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Branding & Visual Identity

Human Resources




Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Corporate Communications

Employee New-Hire Kit




Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Corporate Communications

Employee Career Coaching - Poster




Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Corporate Communications

Employee Annual Benefits Enrollment - Flyer




Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Corporate Communications

Enterprise-wide Survey




Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Corporate Communications

Executive




Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Corporate Communications

Fortune 100 Best Companies to Work for®




Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Portfolio Excerpts


                         •   Commerce Bank & Trust Company
                         •   Integrated Mortgage Solutions
                         •   Citizens Financial Group
                         •   FleetBoston Financial
                         •   First National Bank of Boston




Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Marketing Communications

Direct Mail




                                                                          Résumé and Por
Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Marketing Communications

Brochure




Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Marketing Communications

Letter




Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Marketing Communications

Newsletter




Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Corporate Communications

Employee
Newsletter




Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Marketing Communications

Merchandising - Window Posters




Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Marketing Communications

Merchandising - Window Decals




Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Marketing Communications

Print Advertising




Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Marketing Communications

OOH - Hispanic




Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Web Media

Intranet Site




Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Marketing Communications

Affinity Marketing




Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Marketing Communications

Print Advertising - Ethnic Holidays




Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Event Planning & Execution

Harlem Community Outreach




Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Portfolio Excerpts


                         •   Commerce Bank & Trust Company
                         •   Integrated Mortgage Solutions
                         •   Citizens Financial Group
                         •   FleetBoston Financial
                         •   First National Bank of Boston




Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Corporate Communications

Employee
Newsletter




Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Branding & Visual Identity

Employee Reward & Recognition Programs




Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Corporate Communications

Employee Letter




Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Web Media

Intranet Site




                        Welcome to Sales & Service.
  PerformancePlus
                        In response to your feedback, Sales & Service Planning and Measurement developed this site to offer
PerformancePlus Value   you an alternative method of communications. Here, Branch, Small Business, and Telebanking staff
                        have access to current information about sales and service programs, newsletters, technical processes
      Bulletins         and procedures...and much more.
  PeakPerformance
                        We hope you find this information to be both informative and helpful in your sales and service efforts.
      About Us          As always, we welcome your feedback!
       Search
                        Thank you for visiting us.
     Home Page

      Retail Net

                        This page was last updated on 12/14/98.
                        Number of visitors to this site: 0001


                        Sales & Service Planning and Measurement • The Regional Bank • Hotline: 617-434(224)-4300
                        This site developed and managed by: Tulio G. Gasperini, Communications Consultant
                                                            401-278(469)-7933


                        Copyright ©1998 BankBoston         For Internal Use Only.

                        Duplication and distribution of this information outside the Bank without an authorized release is a violation of Bank Policy.




                                                                PerformancePlus Value is the service
                                                                (customer loyalty) reward and recognition
                              PerformancePlus                    program for eligible groups within
                                                                The Regional Bank:
                        PerformancePlus Value
                                  Bulletins                                     Consumer & Community Banking
                                                                                Branch Banking
                              PeakPerformance                                   Community Banking (First Community Bank Branches)
                                                                                Consumer Finance
                                  About Us                                      Mortgage
                                   Search
                                Home Page                                       Business Banking
                                                                                Small Business Banking
                                  Retail Net                                    Community Banking (First Community Bank)

                                                                                Electronic Banking
                                                                                Telebanking

                                                                                Voice of the Customer
                                                                                Customer Relations


                                                                To help expedite the nomination process, you will soon be able to submit nominations...online!
                                                                Are you looking for a list of past and present PerformancePlus Value winners? All winners are listed on
                                                                this site for your convenience.



Tulio G. Gasperini        •    16 Colonial Drive, Lincoln, Rhode Island 02865
Event Planning & Execution

Branding & Visual Identity: Vice Chairman’s Event




Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Event Planning & Execution

Presentations




Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Event Planning & Execution

Communications




Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865
Portfolio Excerpts


                         •   Additional examples available upon request.




Tulio G. Gasperini   •   16 Colonial Drive, Lincoln, Rhode Island 02865

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Portfolio of Tulio Gasperini

  • 1. TULIO G. GASPERINI TULIO G. GASPERINI Portfolio Excerpts To view the information contained herein, simply use the Page Up and Page Down keys to navigate your way through the document. When finished, hit the Esc key to exit Full Screen mode. Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 2. Portfolio Excerpts • Commerce Bank & Trust Company • Integrated Mortgage Solutions • Citizens Financial Group • FleetBoston Financial • First National Bank of Boston Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 3. Portfolio Excerpts • Commerce Bank & Trust Company • Integrated Mortgage Solutions • Citizens Financial Group • FleetBoston Financial • First National Bank of Boston Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 4. Branding & Visual Identity Before • Lack of brand identity; inconsistent, nonexistent. • Brand did not position company as “today’s” bank. – Bank did little to appeal to younger demographic and catered mostly to older audience • Brandmark was plagued by numerous shortcomings. – Logotype was dated, appeared in multiple styles – Icon treatment was inappropriate for broad array of applications – Color palette was undefined – Brandmark was not registered; name was actively pursued for takeover by a competitor • Advertising was dated, a la “1950’s” Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 5. Branding & Visual Identity Before Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 6. Branding & Visual Identity Before Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 7. Branding & Visual Identity After • Brandmark’s “cinnamon” color is unique in the marketplace, while vibrant blue, color of “trust” and “honesty,” replaces purple and other inconsistent color combinations. • Maintains familiar “lion” icon — a highly recognized symbol for 50+ years in Central MA. • Custom logotype is contemporary and conveys movement and sophistication. • Service Mark designation indicates the Bank’s right of claim to the “Commerce Bank” name in MA. Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 8. Branding & Visual Identity Corporate Identity: Image Advertising Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 9. Branding & Visual Identity Corporate Identity: Image Advertising Local Presence, Longevity, Financial Strength (TDBank, Sovereign Bank, Bank of America, Citizens Bank) Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 10. Branding & Visual Identity Corporate Identity: Image Advertising Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 11. Branding & Visual Identity Corporate Identity: Exterior Signage Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 12. Branding & Visual Identity Corporate Identity: Stationary & Business Cards Tulio G. Gasperini Vice President and Director Corporate Marketing & Communications Corporate Headquarters 386 Main Street Worcester, MA 01608-1709 FORWARDING SERVICE REQUESTED Tulio G. Gasperini Vice President and Director Corporate Marketing & Communications 386 Main Street Worcester, MA 01608-1709 508.797.6879 telephone 508.797.6912 facsimile tgasperini@bankatcommerce.com Corporate Headquarters: 386 Main Street, Worcester, MA 01608-1709 n 508.797.6879 telephone n 508.797.6912 facsimile Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 13. Marketing Communications Print Advertising Smart planning is the key to your financial future. But a $5,000 CD could help. We’re giving away $8,000 to celebrate our new Bump-Up+ CD and Bump-Up+ IRA savings solutions! Just visit any of our branch locations to enter the Bump-Up Sweepstakes for your chance to 1 win one of three CDs worth up to $5,000. Anyone can enter! Bump-Up+ CD n Bump-Up+ IRA NOW: Earn 1.50% APY (for 12 months) or 1.75% APY (for 24 months). THEN: If rates rise, bump-up to a higher rate. Plus, you can choose to extend the 2 term at the higher rate. Available in both 12-month and 24-month terms, you’re in full control with our Bump-Up+ savings solutions. If rates rise, not only do you have the option to lock-in at a higher rate for the remainder of the term, you can lock-in for an additional 12 or 24 months. SWEEPSTAKES ENTER TO WIN A Ramp-up your savings potential with our Bump-Up+ savings solutions. CD WORTH $5,000! Call us today at 800.698.BANK(2265) or stop by to enter our sweepstakes. At Commerce Bank, we’ve got you covered. www.BankAtCommerce.com 1 No purchase necessary. Contest period 1/19/10 – 4/2/10. Three prizes to be awarded as follows: One First Prize: a $5,000 Commerce Bank 1-year Certificate of Deposit. One Second Prize: a $2,000 Commerce Bank 1-year Certificate of Deposit. One Third Prize: a $1,000 Commerce Bank 1-year Certificate of Deposit. Odds of winning depend on number of entries received. Open to CT, MA and NH residents only, 18 years of age or older. Prizes are non-transferable and must be open in the name of the winners. See Official Rules in bank for details. Void where prohibited by law. 2 The minimum opening deposit is $5,000 for the Bump-Up+ CD (Certificate of Deposit) and the Bump-Up+ IRA (Individual Retirement Account). Bump-Up+ CD and Bump-Up+ IRA are both available as either 12-month or 24-month fixed rate accounts, currently paying a 1.50% annual percentage yield (APY) for a 12-month term as of 1/6/09, and a 1.75% annual percentage yield (APY) for a 24-month term as of 1/6/09. The “Bump- Up+” feature is a promotional offer. With the Bump-Up+ feature you have the one-time option to change the rate on your account to the “current rate” for the remainder of the original term, or you may choose to extend the term of the account by an additional 12 months at the time you exercise the Bump-Up+ option (or by an additional 24 months at the time you exercise the Bump-Up+ option for the 24-month term Bump-Up+ products). Should you choose to change the rate on your account, you must also exercise either of the term options at the same time; rate and term options cannot be exercised separately. The “current rate” is defined as the rate being offered by the Bank, at the time you exercise the Bump-Up+ option, on CDs and IRAs with the same term as the original term of your account. The Bump-UP+ feature is not automatic and will be exercised only upon your request. Personal accounts only. This is a limited time offer; see personal banker for details. Commerce Bank is a registered service mark in Massachusetts of Commerce Bank & Trust Company. ©2010 Commerce Bank & Trust Company. Commerce Bank member FDIC. Equal Housing Lender. All rights reserved. Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 14. Marketing Communications Merchandising You’re a smart spender. Are you a savvy saver? Bump-Up+ CD Bump-Up+ IRA Ramp-up your savings. Get a Bump-Up+ * Minimum opening deposit is $5,000 new funds. Bump-Up Individual Retirement Account is a variable rate account currently paying a 0.00% annual percentage yield (APY) as of 1/4/09. APY is applied to balances of $5,000 or greater. APY is not guaranteed and may change at any time. An APY of 0.00% is paid to balances less than $5,000. Maximum balance is $0,000,000. Personal accounts only. This is a limited time offer; see personal banker for details. savings solution. NOW: Earn a competitive interest rate. THEN: If rates rise, bump-up to a higher rate. Plus, you can choose to extend the term at the higher rate. * Minimum opening deposit is $5,000 new funds. Bump-Up Individual Retirement Account is a variable rate account currently paying a 0.00% annual percentage yield (APY) as of 1/4/09. APY is applied to balances of $5,000 or greater. APY is not guaranteed and may change at any time. An APY of 0.00% is paid to balances less than $5,000. Maximum balance is $0,000,000. Personal accounts only. This is a limited time offer; see personal banker for details. Commerce Bank is a registered service mark in Massachusetts of Commerce Bank & Trust Company. ©2010 Commerce Bank & Trust Company. Commerce Bank member FDIC. Equal Housing Lender. All rights reserved. Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 15. Marketing Communications Merchandising Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 16. Marketing Communications OOH Bump-Up+ CD Bump-up to a higher rate. Plus, choose to increase the term. www.BankAtCommerce.com See personal banker for details. Member FDIC. Equal Housing Lender. Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 17. Marketing Communications Brochures Checking Accounts Savings Accounts Loans Smart solutions for everyday Tools to help you plan for Borrowing solutions that money management. your future. make life a little easier. Business Checking Accounts Business Services Ways to manage your cash Resources to help you focus flow efficiently. on more important things -- like your business. Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 18. Portfolio Excerpts • Commerce Bank & Trust Company • Integrated Mortgage Solutions • Citizens Financial Group • FleetBoston Financial • First National Bank of Boston Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 19. Branding & Visual Identity Before • Corporate identity did not express the history that inspired the company’s name. • Logo fell short in supporting company’s brand positioning statement. – Logotype was weak – Color palette was dated – Lacked a compelling icon – Cumbersome and unsophisticated Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 20. Branding & Visual Identity After • Logo’s icon is a graphical representation of the history behind the company’s name; establishes a feeling of longevity. • Logotype is a sophisticated serif font yet it conveys an emotion of amicability. • Color palette is also sophisticated – representing the seriousness of the business. • A statement of understated elegance that harkens to the mortgage button tradition; conveys trust and confidence. Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 21. Branding & Visual Identity Corporate Identity: Image Advertising The heritage behind our name. Dating back to the mid-seventeenth century, the “mortgage button” is a long- standing New England tradition, which originated in Nantucket. When a home’s mortgage was fully paid, a hole was drilled in the top of the staircase banister or newel. The mortgage was either rolled up and placed inside the hole, or burned and its ashes were placed within. A button, usually made of whalebone, was scrimshawed with the date and owner’s initial and placed over the hole to seal its contents. Our goal is to provide you with the perfect mortgage and, eventually, a mortgage button of your very own. Licensed Mortgage Broker: CT License #12281/12282, FL License #CL0600347, MA License #MB2975 (In MA, we arrange but do not make loans), NH License #10396-MBB (Licensed by the NH Banking Department), PA License #14665, RI License #20021431LB The Mortgage Button and The Mortgage Button logo are registered marks of Integrated Mortgage Solutions, Incorporated. ©2006 Integrated Mortgage Solutions, Incorporated. All rights reserved. Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 22. Marketing Communications Corporate Identity: Image Advertising Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 23. Branding & Visual Identity Corporate Identity: Stationary & Business Cards Front Inside Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 24. Marketing Communications Brochures Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 25. Marketing Communications Direct Mail Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 26. Portfolio Excerpts • Commerce Bank & Trust Company • Integrated Mortgage Solutions • Citizens Financial Group • FleetBoston Financial • First National Bank of Boston Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 27. Branding & Visual Identity Human Resources Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 28. Corporate Communications Employee New-Hire Kit Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 29. Corporate Communications Employee Career Coaching - Poster Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 30. Corporate Communications Employee Annual Benefits Enrollment - Flyer Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 31. Corporate Communications Enterprise-wide Survey Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 32. Corporate Communications Executive Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 33. Corporate Communications Fortune 100 Best Companies to Work for® Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 34. Portfolio Excerpts • Commerce Bank & Trust Company • Integrated Mortgage Solutions • Citizens Financial Group • FleetBoston Financial • First National Bank of Boston Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 35. Marketing Communications Direct Mail Résumé and Por Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 36. Marketing Communications Brochure Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 37. Marketing Communications Letter Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 38. Marketing Communications Newsletter Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 39. Corporate Communications Employee Newsletter Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 40. Marketing Communications Merchandising - Window Posters Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 41. Marketing Communications Merchandising - Window Decals Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 42. Marketing Communications Print Advertising Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 43. Marketing Communications OOH - Hispanic Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 44. Web Media Intranet Site Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 45. Marketing Communications Affinity Marketing Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 46. Marketing Communications Print Advertising - Ethnic Holidays Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 47. Event Planning & Execution Harlem Community Outreach Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 48. Portfolio Excerpts • Commerce Bank & Trust Company • Integrated Mortgage Solutions • Citizens Financial Group • FleetBoston Financial • First National Bank of Boston Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 49. Corporate Communications Employee Newsletter Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 50. Branding & Visual Identity Employee Reward & Recognition Programs Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 51. Corporate Communications Employee Letter Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 52. Web Media Intranet Site Welcome to Sales & Service. PerformancePlus In response to your feedback, Sales & Service Planning and Measurement developed this site to offer PerformancePlus Value you an alternative method of communications. Here, Branch, Small Business, and Telebanking staff have access to current information about sales and service programs, newsletters, technical processes Bulletins and procedures...and much more. PeakPerformance We hope you find this information to be both informative and helpful in your sales and service efforts. About Us As always, we welcome your feedback! Search Thank you for visiting us. Home Page Retail Net This page was last updated on 12/14/98. Number of visitors to this site: 0001 Sales & Service Planning and Measurement • The Regional Bank • Hotline: 617-434(224)-4300 This site developed and managed by: Tulio G. Gasperini, Communications Consultant 401-278(469)-7933 Copyright ©1998 BankBoston For Internal Use Only. Duplication and distribution of this information outside the Bank without an authorized release is a violation of Bank Policy. PerformancePlus Value is the service (customer loyalty) reward and recognition PerformancePlus program for eligible groups within The Regional Bank: PerformancePlus Value Bulletins Consumer & Community Banking Branch Banking PeakPerformance Community Banking (First Community Bank Branches) Consumer Finance About Us Mortgage Search Home Page Business Banking Small Business Banking Retail Net Community Banking (First Community Bank) Electronic Banking Telebanking Voice of the Customer Customer Relations To help expedite the nomination process, you will soon be able to submit nominations...online! Are you looking for a list of past and present PerformancePlus Value winners? All winners are listed on this site for your convenience. Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 53. Event Planning & Execution Branding & Visual Identity: Vice Chairman’s Event Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 54. Event Planning & Execution Presentations Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 55. Event Planning & Execution Communications Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865
  • 56. Portfolio Excerpts • Additional examples available upon request. Tulio G. Gasperini • 16 Colonial Drive, Lincoln, Rhode Island 02865