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The BancoEstado Case: An Investigation into Sustainability and ESG Criteria to Understand Their Impact on the Banking Sector.

BancoEstado

Exploring the link between sustainability, ESG and banking from the perspective of citizens and businesses

Category 1

Exploring the link between sustainability, ESG and banking from the perspective of citizens and businesses

The BancoEstado Case: An Investigation into Sustainability and ESG Criteria to Understand Their Impact on the Banking Sector.
01

The challenge

We drove a new approach to workforce reskilling

BancoEstado needed to advance its sustainability and ESG strategy, driven by strong institutional conviction, but with little clarity on how these issues were perceived and valued by its key audiences: individuals, and micro, small, medium and large companies.

The challenge was to deepen the connection with these audiences and, based on that, design products, services and communication priorities more aligned with their expectations, identifying strategic opportunities to strengthen its sustainability and ESG value proposition.

02

What we did

Our value proposition

  • Strategy and Purpose
  • Culture and Leadership
  • Brand and Experience
  • Design, Communications and Marketing
  • Research: Insights and Metrics

A strategic study with a segmented, multidimensional view to understand perceptions, attitudes and expectations around sustainability and ESG, and the role of banking and BancoEstado, from the different perspectives of its customers. It was approached on three fronts: Individuals and smaller businesses: we explored knowledge, willingness and barriers regarding sustainability, revealing high stated value but little concrete action, due to information gaps, lack of resources and a perception of low individual impact. Large companies: we analyzed advanced…

03

Result

Our impact: a connected brand

Broaden the Banco Estado team's understanding of sustainability and ESG from the perspective of its different audiences, focusing on the most meaningful elements for each segment.

The BancoEstado Case: An Investigation into Sustainability and ESG Criteria to Understand Their Impact on the Banking Sector.
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Tell us where you are and let's talk about how to tackle it together.