Mitigate concerns about loss of local bank; ensure customers feel confident and optimistic about the transition.

Set the stage for sale of additional services.

A fully customized letter welcomed Beneficial customers, providing key dates and transition information plus a listing of current/new accounts and only the product information relevant to each customer’s relationship.

A 20-page Welcome Brochure, featuring an illustration of a landmark local bridge, promoted the WSFS brand and highlights of the bank’s new opportunities for both personal and business customers.