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Zions Bancorporation

Through California Bank & Trust, consistently ranked among the Best Banks in San Diego and Orange County for over a decade, Zions Bancorporation operates a high-performing regional banking platform spanning retail, mortgage, business banking, and wealth services.

Driving growth across diverse lines of business required more than campaigns — it required coordinated positioning, scalable marketing infrastructure, and alignment between enterprise strategy and local execution.
What We Delivered:
Supported marketing initiatives across the California Bank & Trust branch network, developed localized campaign frameworks for market adaptability, and strengthened alignment between branch leadership and centralized marketing.
Led branding and go-to-market strategy for Zip Mortgage, developed naming, logo, and visual identity system, built conversion-focused landing pages, designed a demand engine with paid search strategy, and structured thought leadership and lending education campaigns.
Supported enterprise wealth positioning across affiliates, integrated business banking and wealth messaging, and strengthened cross-line growth between retail, mortgage, and advisory teams.
Created scalable frameworks supporting lending, retail, and business banking, collaborated with compliance, product, and operations teams, and integrated digital lead flow with branch and lending systems.
Through California Bank & Trust, consistently ranked among the Best Banks in San Diego and Orange County for over a decade, Zions Bancorporation operates a high-performing regional banking platform spanning retail, mortgage, business banking, and wealth services.

Driving growth across diverse lines of business required more than campaigns — it required coordinated positioning, scalable marketing infrastructure, and alignment between enterprise strategy and local execution.
The company achieved sustained market leadership recognition in San Diego and Orange County, successfully launching and driving widespread adoption of Zip Mortgage while strengthening integration across retail, mortgage, and wealth services.

In addition, scalable frameworks were implemented across affiliate markets, creating a robust growth architecture designed to support multi-line expansion and long-term strategic development.
Related Work
Additional Links
Related Work
Additional Links
Related Work
Additional Links
Related Work
Additional Links

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PREMIER WEALTH — LIVE WEBSITE

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DAVIDSON BELLUSO — BRAND SYSTEM CASE STUDY