TOPIC: Advertising/Marketing

Welcome Letter during acquisition

VP at a bank ($135MUSA)
Our bank is in the process of an acquisition and this is the first one I have participated in as the Compliance/BSA Officer, so any guidance or advice is much appreciated!  My first question is about a "welcome letter or cover letter" that I have seen referenced on this site many times under Mergers/Acquisitions.  Apparently this "letter" is used to cover much of the required disclosures and is sent 30 days prior to conversion.  We will be converting all of the accounts at the acquired institution to our current products.  The letter can highlight all the changes for the account types, schedule of fees, funds availability and Reg E disclosure.  Would anyone have a sample of what they provided to their customers during an acquisition they wouldn't mind sharing?   I am just wondering how to present this material without overwhelming the customer.  
Please don't hesitate to give any suggestions, as any information would be appreciated and I would be very grateful for the help.   

    Optimizing Your Digital Banking Experience for the New Normal

    The Coronavirus crisis has forced the banking world to compress years of change into weeks.

    For much of the last few years, the focus has been on the technology required to enable digital banking transactions. As we adjust to the realities of the new normal and fewer face-to-face in-branch interactions, banks and credit unions must now deliver an excellent customer experience, digitally.

    Register for this webinar on Thursday, June 25th at 2 pm to learn actionable steps and best practices that  banks and credit unions of any size can easily implement that will allow you to: 
    • Improve the customer experience by providing automated self-service 
    • Increase technology adoption while reducing the number of calls and emails
    • Drive more product adoption via your mobile and online banking 
    Register

    We'll be sharing a free digital self-assessment your institution can use to identify areas for improvement in your digital banking experience.

    Can't make it? Register anyways and receive a copy of the recording to watch when you have a chance!

      Email Marketing Service

      Employee at a bank ($384MUSA)
      Our bank would like to start utilizing mass email marketing. We have avoided this in the past for many reasons. However with the recent pandemic causing our lobbies to close, we now have a much greater need to communicate and market through email. 

      Does anyone have any recommendations for email marketing service providers? Examples would be Mail Chimp, Constant contact etc. Would you be willing to share your good and bad experiences?