Breaking Into the Heart of San Antonio
Situation
For the first time in over 20 years, Bank of Texas expanded into a completely new market: San Antonio. With a flagship location opening in an affluent neighborhood, the challenge was clear. How do you introduce an unknown bank to a loyal, established community and inspire them to switch?
Goals
- Build brand awareness and establish trust and credibility
- Drive consumer growth in checking/savings accounts, youth accounts, mortgage loans, and wealth management
- Attract small business clients with competitive banking tools and personalized support
- Win market share from competitors by promoting the benefits of switching to a more personalized, community-focused bank
- Promote product offers to strengthen launch messaging and encourage customer acquisition

Strategy
The launch campaign focused on creating local relevance, building trust, and demonstrating the value of personalized banking services to different target segments. Schaefer’s strategy was to highlight Bank of Texas’s personalized approach, offering tailored banking solutions that go beyond transactional services—fostering long-term relationships. An integrated approach was planned with digital and traditional media and community partnerships to saturate the local market and build awareness across different touchpoints.
This strategy ensures Bank of Texas is perceived as both a community-centric and financially robust bank, capable of serving diverse customer needs.

Solution
We developed a two-phase campaign strategy, beginning with a teaser phase to build anticipation, followed by a launch phase to drive awareness and encourage action. The campaign featured tailored creative for distinct audience segments, including adult consumers, Hispanic families, youth, and small businesses, highlighting Bank of Texas’s commitment to personalized services, financial stability, and strong community connections. The campaign utilized a diverse mix of media channels—OOH, digital (search, display, paid social), local publications, email, and direct mail—to ensure broad visibility and engagement with key offerings such as checking accounts, business banking, mortgages, and youth & college student accounts, with accompanying San Antonio market welcome offers. Strategic messaging, including slogans like “Ready, Set, Grow” and “Life Happens Here,” was crafted to resonate with varying consumer needs while reinforcing the brand’s commitment to relationship-driven, community-focused banking. This approach aimed to build brand awareness, establish trust, and inspire local consumers to consider Bank of Texas for both personal and business banking solutions.


Results:
- 7.5 million campaign impressions
- 21.2% engagement rate with 50.8k clicks
- Over 200 new accounts opened with $4 million in deposits within the first 90 days of the branch opening

Community Involvement
To celebrate our connection to the San Antonio community, we joined in on one of the city’s most beloved traditions—Fiesta. We designed a custom Bank of Texas Fiesta medal, honoring the colorful spirit of the festival and inviting locals to stop by, say hello, and add to their collection. It was a small token with a big impact, reinforcing the Bank of Texas commitment to showing up for the city in ways that matter—culturally and authentically.


Summary
By crafting a targeted, two-phase campaign, we successfully introduced Bank of Texas to the San Antonio market, building awareness and trust with key local audiences. Through tailored messaging and strategic media placements, the campaign emphasized the bank’s commitment to personalized services, financial stability, and strong community ties. This case study exemplifies Schaefer’s ability to create compelling, audience-centric marketing solutions that drive both brand recognition and consumer action. By engaging diverse segments—adults, Hispanic families, youth, and small businesses—we helped position Bank of Texas as a trusted, community-focused financial partner in San Antonio.