Most new customers first learn about a financial institution through its digital channels. Therefore, all technology decisions should be made based on the brand and strategic needs of the combined organization, says Kirk Coleman, chief business officer for Q2. Merger partners should start discussing technology very early in the process, with digital continuity and core conversion topping the to-do list. Coleman also advises assisting niche business customers with navigating any new technology to ensure those relationships remain strong.
Topics discussed include:
- Maintaining Digital Continuity
- Starting Core Conversion Early
- Helping Niche Customers Adjust
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