Mergers & Acquisitions

Is there a merger or acquisition on your horizon? Today, customer experience is everything, and even more so in a bank merger. How you communicate with your customers can make or break you—and you only get one chance to make a positive impression. From our past experience, which is extensive, our best advice is to start early (earlier than you might think) and over-communicate with your customers. This can make a huge difference in your attrition rate—and the wealth you keep invested in your institution.

While the notion of “over communicating” seems simple, a merger campaign is anything but. EdgeMark comes to the table with the experience you need. We’ve managed highly complex merger communications campaigns of all sizes, from 10,000 customer notifications to over 10 million mailed communications. We can help you shape your message, develop content, and design cost-efficient, data-driven formats that will deliver a highly personalized experience all while meeting all regulatory requirements and deadlines.

Our merger/system conversion account teams provide:

Project management—coordination and oversight of all related projects, including planning, timelines, content development, production and validation processes

Data management—data transformation and programming to ensure accurate and detailed account conversion communications

Design and copy development—complete content for all components (coordinating with your leadership team), providing account, service and disclosure information in an easy-to-follow, cost-effective format—tailored to your requirements

Complete production services—print production, personalization and lettershop services

Quality control—ongoing QC processes provided to assure accuracy of account information/personalization, utilizing databases, matrices and reports as needed

Post-conversion marketing initiatives— direct marketing strategies to retain and augment existing customer relationships across all product lines, as identified

Need help with mergers and acquisitions? Reach out to us today.