In this episode, Host Dan Marks and Rick Claypoole, Infusion EVP of Client Analytics, discuss this important topic, including:
- Keys to successfully executing a merger integration
- How banks and credit unions should use customer-level data alongside account data to plan for a successful customer experience
- Virtual clean-room compliant customer analysis techniques and approaches
- How an Infusion Opportunity Assessment applies in M&A situations
- Some of the key impacts in the customer experience that can make or break a deal meeting pro-forma
- The role “Super Onboarding” plays
- And … Rick’s surprising connection to Groundhog Day and advice to his younger self.
Connect with Rick on LinkedIn
Visit Infusion online to learn more about how an Opportunity Assessment can help facilitate your M&A initiatives.