BMO Harris/M&I Merger (Deposit Conversion)
Two million customers of two legacy institutions needed full conversion information and disclosure – goal to streamline elements for better customer experience.
Multiple brands and lines of business required different messaging and branding (one shown here).
Letter with customized account listing and personalized messaging.
Unique all-in-one Welcome Guide held three components in a perfect-bound book: introduction to the new company; Change in Terms; handbook of legal disclosures.