Why is customer analytics crucial for planning and executing a bank or credit union merger or acquisition? 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.