Luis Octavio
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NationalBankBrand

+9pts

Aided awareness

Nielsen Brand Health Study, n=1,000

56%

Investment consideration

Nielsen Brand Health Study, n=1,000

+15%

Women-led creative engagement

Validated representation strategy

National Bank Brand
01

Impact

Security was the #1 driver and the #1 barrier at the same time. The rebrand didn't invent trust — it made the trust already earned visible.

+9pts
Aided awareness
Nielsen Brand Health Study, n=1,000
56%
Investment consideration
Among target 20–49, NSE AB
65%
Favorability for investments
Highest trust signal post-rebrand
+15%
Women-led creative engagement
Validated representation strategy
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02

Context

Company

Actinver — national investment bank, multi-channel, multiple business units (digital investments, trading, insurance, premium advisory)

Timeline

December 2024 – April 2025 — digital-first rollout, phased expansion.

Then into the product entry point and acquisition through 2025.

My Role

Led creative direction and brand governance across a 15-person in-house team — plus external agencies and executive stakeholders across multiple business units.

Owned the visual system, the narrative strategy, and channel consistency — from launch to ongoing production.

Then took the system into the product: designed the segmentation flow hands-on, set the routing logic with Data, and led the full-funnel acquisition campaign that fed it.

03

The Challenge

Actinver had what few financial brands have: decades of institutional trust built around investment specialists. But trust alone wasn't enough for a new generation.

The brand felt safe but outdated — pushing younger affluent audiences toward newer-looking options, even riskier, unregulated ones.

Hard constraints
01
Logo cannot change
Decades of equity. Not ours to touch.
02
Blue stays as core color
Institutional trust is coded in blue. Break it, lose it.
03
Can't alienate existing high-value clients
Modernizing for a younger audience can't come at the cost of the audience paying the bills.

The challenge wasn't building from zero. It was making the trust they already had visible.

Old website before rebrand
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Old social media collage
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04

Diagnosis

Brand health research, competitive audit, and a full look at how the brand showed up everywhere.

An external qualitative study confirmed it: across every profile, Actinver read as a brand for "gente que ya sabe invertir." People with less financial confidence felt it wasn't for them — even when they had the capital. The visual language was communicating caution where it needed to communicate confidence.

05

Brand Architecture Shift

From product promise → to life-moment solutions. "Acostúmbrate a ganar más" → "Construye tu grandeza."

Actinver is for people building their own greatness — not just chasing a rate. That became the north star across every touchpoint and segment.

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Actinver Brand Manifest

06

The 3 Hard Decisions

01Photography & Representation
What we did
Cinematic portraits, higher female representation, no 'suited man + phone'
Why
Women 30-45 NSE AB responded significantly better to authentic visual storytelling
Trade-off
Required convincing stakeholders accustomed to institutional stock photography
02Language & Narrative
What we did
Product messaging replaced with life-moment solutions
Why
'Build your greatness' activates aspiration without promising returns
Trade-off
Moving from technical language created tension with Legal and Product
03Channel Behavior Architecture
What we did
Brand behavior defined per channel by role and funnel intent
Why
Each channel has a distinct job; one-size-fits-all messaging creates noise
Trade-off
Required governance documentation that teams would actually adopt
07

Visual System

01 — Fundamentals & Brand Narrative

Fundamentals

Brand Essence

Purpose
01Inspire
02Accompany
03Empower
Brand Narrative
Build your greatness, Actinver walks with you.

We are the partner of those who understand that success is not a privilege, but the result of ambition, discipline, and personal commitment. We celebrate the builders of their own greatness.

Our exclusivity is not defined by who you are, but by your willingness to invest in yourself, commit to your goals, and work toward them with discipline and passion.

Tone & Manner
Confident and grounded
Empowering and emotional
Serious without being formal
Inclusive and direct

02 — Color

Grandeza
#0A0E12
CMYK 89 76 60 88
Acompanamiento
#1A2433
CMYK 95 78 50 62
Actinver
#314566
CMYK 90 70 35 23
Arena
#F5F2EB
CMYK 3 3 6 0
Sunset
#E6C78A
CMYK 8 24 56 1

03 — Photography

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04 — Typography, data viz, layout — everything documented.

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08

Execution

I led the rollout — visual guidelines, narrative principles, motion system, cross-channel governance — across internal creative teams, Growth, CRM, and external agencies at once. Campaign testing ran in parallel, so real performance data fed straight back into the system.

Social media

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Full Funnel Digital & OOH Campaign

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Print & documents

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09

From Brand to Acquisition — One Entry Point

Actinver.com had close to ten entry points — different CTAs, different forms, some broken. The site mirrored the org chart.

But users don't think in product categories. They think in goals.

The entry point should speak the user's language — not Actinver's org chart.

I designed one behavior-driven flow to replace all of them — ~9 questions about goals, savings habits, and experience, no jargon.

The answers route the user into one of three paths (Advised, Self-directed, or DINN). By the time they land, they're already qualified.

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The campaign fed it directly. "Construye tu grandeza" became "Invierte en tu Grandeza" — invest your money, invest in yourself. Actinver as a mentor, not another bank teaching financial education.

I built the rationale with an external agency, created the master pieces, and my team produced every adaptation — video, static, email, DOOH, social. Every CTA led to the same place: the questionnaire.

We also ran geo-segmented creative for high-value zones like Los Cabos.

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I ran the flow as a versioned experiment: hypothesis → variant → run → read → decide → feed back. Two findings went straight into the brand system — women-led creatives outperformed in the target segment (the representation bet, now confirmed with data), and proof-based headlines beat aspiration-only ones. Specific conversion numbers are confidential per Actinver policy, but the behavioral model held across every variable. Always as a team — Data, Media, Growth, Brand.

10

Key Deliverables

Premium visual identity system
Color · Photography · Motion · Layout
Refined colorimetry, cinematic photography direction, motion principles, layout logic.
Narrative & tone framework
Investment authority · Ambition · Trust
Messaging architecture scaled across channels, products, and audience segments.
Brand governance manual
Still in use across teams
Consistency documentation for digital, paid, and physical touchpoints.
Digital-first activation toolkit
Social · Video · Paid
Campaign assets optimized for the top-performing recall channels.
Behavioral segmentation entry point
UX + Product · Hands-on
One door routing users to the right product by goals and behavior — around 9 questions, three paths (Advised, Trade, DINN).
Full-funnel acquisition campaign
"Invierte en tu Grandeza" · Master + adaptations
Rationale co-developed with agency; master pieces created in-house, all adaptations produced by the team; run as a versioned experiment loop.
11

Outcome

Investment consideration among the target (20–49, NSE AB) reached 56%. Favorability for investments hit 65% — the strongest post-rebrand trust signal. Aided awareness lifted +9pts. (Nielsen Brand Health Study, n=1,000.)

~10 product-sorted entry points became one behavior-driven flow, "Construye tu grandeza" activated as "Invierte en tu Grandeza," and the campaign's performance data fed back into the brand system. The rebrand now guides Actinver's new premium financial centers nationwide.

New website
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New branch site
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12

Reflection

The hardest constraints produced the clearest thinking — no logo change, blue stays, no abandoning existing clients. Those weren't limitations; they were the brief. And the campaign and the product were never separate workstreams: what we learned in the ads informed the questionnaire, and the other way around.