Creating a Successful M&A Transition

Mergers and acquisitions offer unique opportunities and challenges for financial institutions. Timely, thoughtful and consistent communications can address account holder concerns and help them feel valued by the new financial...

Learn how to best manage the customer experience during enterprise-level change initiatives, such as online and mobile conversions and M&As.

It’s important to properly prepare account holders when a change event is about to occur, and equally crucial to ensure internal staff is ready for the event too. These five internal communication “best practices” will help ensure your staff is fully prepared to meet account holder needs and that the transition is as smooth as possible.