JOSÉ LYON — Integrated & Product MarketingNew YorkAvailable for roles and projects
Progress through small steps — Presentation photography · Case-study cover

Case study · Brand Strategy

From research findings to a usable brand system.

Turning how people experience progress into decisions teams can apply.

Client
Oriental Bank, via Yonder Consulting
My role
Brand strategist and project lead
Year
2026
Scope
Research synthesis, brand platform, personas, experience principles, voice and tone, governance
01

The problem

Business context

The challenge

Oriental needed a platform that product, marketing, service and agency teams could use to make decisions beyond the strategy presentation.

02

The product

Research · Platform

Discovery

I synthesized leadership interviews, consumer focus groups, social listening, silent ethnography, category research and existing segmentation.

  1. 01

    Progress happens through small steps and recoveries.

  2. 02

    The platform needed product proof across segments.

  3. 03

    Teams needed experience and voice rules.

The insight

Insight card for Brand Platform 2026

The shift

I turned research about progress through small steps and recoveries into a brand system. I connected purpose, behaviors, personas, experience principles and voice with the product portfolio as proof.

The deliverable is a usable brand system: purpose, four behaviors, five progress personas, progress markers, five experience principles, voice and tone, product proof and governance.

01 / 05
Research → decision → behavior. — Strategy slide
Research → decision → behavior.Strategy slide
A platform teams can apply. — Strategy slide
A platform teams can apply.Strategy slide
One voice. Useful rules. — Strategy slide
One voice. Useful rules.Strategy slide
Research synthesis — Original platform resource
Research synthesisOriginal platform resource
Voice rules — Original platform resource
Voice rulesOriginal platform resource
03

The launch

The delivered system

The idea

Progress isn’t given. It’s made.

I made progress an active process and translated the idea into behaviors, experience principles, product proof and language teams could use.

Progress isn’t given. It’s made. — The core platform expression
Progress isn’t given. It’s made.The core platform expression

Execution

I led research synthesis through the final platform, connecting leadership and consumer perspectives with segmentation and category inputs. I built the purpose, behaviors, progress personas, experience principles, voice rules and governance test.

Channels
Internal brand system; product, service and campaign application
Flight
2026
Market
Puerto Rico
Assets
Platform, brand book and voice system
04

The result

Outcome

Outcome

The result was a completed brand platform and the system for applying it. Adoption, brand lift and business effects are not documented, so I do not present the platform’s component counts as impact.

Takeaway

Progress isn’t given. It’s made.