CASE STUDY
Creating immersive event experiences that strengthen relationships and drive engagement
Bringing the Bank of America brand to life for plan sponsors, consultants and institutional clients
For more than two decades, Bank of America (BofA) has relied on Lydon to help bring its workplace benefits message to life through powerful, high-impact live events. From annual client conferences to industry forums and executive briefings, we’ve partnered on every element—crafting immersive, brand-aligned experiences that educate, inspire, and strengthen client relationships.
Client
Bank of America
Industry
Financial Services / Institutional Retirement & Workplace Benefits
Marketing Platforms
- Customer Engagement & Adoption
- New Business Acquisition
- Thought Leadership
- Branding & Visual Identity
Services
- Live & Virtual Events
- Strategy Consulting
- SmartCreative™: Content & Design
- Web Development & SEO
- Email + Direct Mail Marketing
23
years of event support across BofA’s marquee programs
98%
average attendee satisfaction rating for the Workplace Benefits Client Conference
20k+
cumulative attendee impressions, from clients to partners
SETTING THE STAGE—FROM SIGNATURE CONFERENCES TO INDUSTRY EVENTS
Bank of America’s Workplace Benefits Client Conference is the cornerstone of its annual event calendar, bringing together hundreds of plan sponsors, consultants, and institutional clients to explore the future of retirement, workplace benefits and financial wellness. For more than two decades, Lydon has played a pivotal role, developing themes, creating immersive experiences, and executing every visual and strategic touchpoint from pre-event promotion to post-event communications. Our work has extended across the BofA’s event landscape, from targeted Plan Sponsor Forums to executive briefings and industry tradeshows like NASPP—each one highly tailored, fully brand-aligned, and designed to deliver lasting impact.
For over two decades, we’ve supported some of BofA’s most important live and virtual events, ranging from the Workplace Benefits™ Client Conference and Plan Sponsor Forum to industry tradeshows like NASPP, to deliver impactful, high-value experiences that build trust, spark conversation, and strengthen relationships.
THE LYDON DIFFERENCE: WHERE STRATEGY MEETS EXPERIENCE DESIGN
Our long-standing relationship with BofA has allowed us to deeply understand the objectives, audience, and evolving expectations of their event programs. We don’t just design—we orchestrate cohesive, branded experiences across multiple touchpoints. From high-impact general session graphics to wayfinding signage, digital engagement tools, gamification solutions, and internal alignment playbooks, our work ensures consistency, clarity, and confidence across every phase of the attendee journey. Our team functions as a true extension of BofA’s event and brand leadership—planning, creating, and delivering with speed, precision, and care.
Key tactics and deliverables
Event theme development and branding
Full-scale event signage and large‑format displays
Interactive digital experiences and engaging gamification solutions
Event microsites and digital assets
General session presentations and breakout materials
Email campaigns and digital registration support
Pre-event promotion and teaser campaigns
Executive keynotes and speaker support
On-site coordination and support
Print and digital handouts, guides, and leave‑behinds
Hospitality materials and branded premiums
Post-event communications, highlights, and satisfaction surveys
“I have had the pleasure of partnering with Lydon for over 20 years, and throughout this time, they have consistently delivered exceptional services that go well beyond design. They have been a true partner in every sense of the word. Their creativity, professionalism and attention to detail are unmatched. Our partnership has been a key factor in both the success of our events and in my own personal career achievements.”
– Vice President, Global Event Management, Bank of America
The result
Our 20+ year partnership with Bank of America has helped establish the Workplace Benefits Client Conference as one of the most respected and anticipated events in the institutional retirement space—earning a 98% average satisfaction rating and engaging more than 20,000 attendees across its lifespan. But the impact doesn’t stop there. From exclusive executive briefings to national industry tradeshows like NASPP, our work has supported a full spectrum of BofA events—delivering tailored, brand-consistent experiences that continue to inform, connect, and inspire key audiences year after year.
Want to create events that engage, impress, and deliver lasting value? Let’s talk.
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