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Merger Communications

TM Guide intro, checklist of priority tasks, and Business Online page

Huntington/FirstMerit Merger Online Treasury Management Transition Guide

Challenges

Effect a seamless transition to Huntington for the large base of Treasury Management customers acquired from the merger with FirstMerit.

Solutions

An easily accessible 100-page online Transition Guide provided a comprehensive overview of all of Huntington’s TM products and platforms – along with detailed instructions to ensure a smooth conversion.

A “Checklist of Priority Tasks” highlighted key action steps; service information was structured for the various users, from senior level executives to mid-level operations clerks – set up similarly throughout for ease of use.

To support easy navigation, hyperlinks from the Table of Contents jumped to each section within the Guide, as well as hyperlinks to external documents such as full User Guides.

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