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Legal & Change Communications

Images of online banking conversion communications

Kinecta FCU-Xceed Financial CU Merger – Online Banking Conversion

Challenges

Communicate important, high-impact information to former Xceed members about how to access Kinecta’s Online Banking platform, reinforcing their existing login credentials.

Accommodate alternate messaging, including key dates and login instructions, associated with two online banking systems.

Solutions

Direct mail included a detailed timeline, checklist of action items, and instructions on how to log in for the first time.

Different versions were created for Business Online Banking members, Consumer Online Banking members, and a group of members who needed to modify their former Xceed User ID’s in order to access the site.

Additionally, emails were sent to members linking to digital versions of these letters on Kinecta’s website.

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