Future Branches Boston 2019

July 23 - 24, 2019

Westin Boston Waterfront, MA

Andrea Pruna

Chief Retail Officer

Day One: July 23rd 2019 Reimagining The Purpose of Your Branch Network

Tuesday, July 23rd, 2019

2:40 PM Panel: Keeping New Customers Happy After a Merger or Acquisition

•If you’ve just acquired or merged with a different institution, what steps need to be taken with new customers? that are coming over from the original institution? 
•What sort of messaging should be used to communicate the changes? 
•How can your staff be ready in branch to accept these new customers? 
•Is there an official onboarding or handover process for each customer? 
•How do you avoid losing customers in the transition

Check out the incredible speaker line-up to see who will be joining Andrea.

Download The Latest Agenda