Post-Merger Opportunities: Maximizing the Value of Newly Converted Customers

By Laura DeLaCruz, Vice President, Business Development Officer & Chief Client Services Officer

In a bank merger, the weeks and months following conversion weekend are critical moments in the timeline. After the systems have been integrated and accounts converted, the focus needs to shift to maximizing the value of these new relationships. With the right strategies, acquiring banks can use this transition period to enhance loyalty, deepen relationships and increase profitability.

Financial Services Marketers, There’s a Better Way to Data

By Maxwell Chalkin, Chief Digital Officer and Senior Project Manager

Oh, data. What’s to be done with it? In the current climate, it is all-important for marketing leaders to base their strategic plans on sound data, but—especially in the world of financial services—there is such an abundance of data coming from so many sources that even knowing where to begin can be a challenge.

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