CASE STUDY
Turning proprietary insights into industry‑shaping conversations
Positioning a financial leader at the forefront of benefits and workplace trends
As one of the world’s most respected financial institutions, Bank of America understands that data isn’t just power—it’s influence. To strengthen its position as a forward-thinking voice in the retirement and benefits space, BofA tapped Lydon to help bring a series of high-profile research reports to life. These flagship publications would serve a dual purpose: sharing proprietary insights that employers could act on, while elevating BofA’s presence as a trusted thought leader across the industry.
Client
Bank of America
Industry
Financial Services / Retirement & Workplace Benefits
Marketing Platforms
- Thought Leadership
- Customer Engagement & Adoption
- Branding & Visual Identity
Services
- Research Reports
- Strategy Consulting
- SmartCreative™: Content & Design
3+
major research reports developed annually to support thought leadership and brand visibility
35-pg
report “Women, Money, Confidence: A Lifelong Relationship” featured in Fortune
1,000+
downloads and shares by plan sponsors and consultants
BRINGING INSIGHT TO LIFE—AND TO MARKET
Across each initiative, Lydon worked closely with BofA’s thought leadership, brand, and content teams to craft compelling narratives rooted in original research. Our team transformed data into digestible insights and designed bold, modern layouts that broke away from traditional financial publishing norms. Whether the subject was menopause in the workplace, the resurging workforce, or the lifelong financial confidence gap women face, each report offered a fresh perspective—paired with inclusive design, custom infographics, and intuitive content architecture to encourage deeper reading and broader sharing.
From cross-generational financial trends to stigma-shattering conversations about menopause, BofA’s research reports sparked national attention—and equipped plan sponsors with timely insights they could act on.
THE LYDON DIFFERENCE: STRATEGY-FIRST STORYTELLING THAT RESONATES
Our role extended beyond design. We helped shape the structure and flow of each report—often proposing themes, key takeaways, and supporting content. We also developed integrated campaign extensions to drive awareness and engagement: teaser videos, launch web pages, downloadable toolkits, and sales enablement presentations. What set our work apart was a deep understanding of the workplace benefits audience and the ability to bridge complex data with accessible, human storytelling—amplifying the reach and resonance of every insight.
Key tactics and deliverables
Full-scale editorial design and custom infographics
Executive summary layout and alternate formats
Microsite and landing page design
Campaign video scripting and production
Digital and social teaser graphics
Executive thought leadership materials
Conference collateral and presentation decks
Branded employer toolkits for distribution
Email marketing and lead-gen assets
Accessibility and ADA compliance remediation
Cohesive visual identity across each report series
Multi-report support across multiyear campaigns
Bank of America’s research reports have helped them earn national media coverage across digital and broadcast outlets, and we developed cross-channel campaigns to extend their reach even further.
“Right now, there are millions of women suffering in silence—trying to simultaneously manage menopause symptoms, stigma and their careers. With this report we are addressing the issue head-on by bringing awareness to the challenges and identifying actions for employers. Our goal is to help women of all life stages comfortably and confidently bring their best selves to work.”
– Lorna Sabbia, Head of Retirement & Personal Wealth Solutions,
Bank of America
The result
Each BofA research report made an immediate impact—not just with clients and consultants, but with national audiences. One edition was featured in Fortune; another launched a high-profile conversation on menopause in the workplace between BofA’s Head of Retirement and the founder of the National Menopause Foundation, picked up by national media and broadcast outlets. With each new publication, Bank of America deepened its influence and relevance—proving the value of strategic thought leadership, executed with precision.
Looking to turn research into reputation—and insights into influence? Let’s talk.
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