Mergers, when done right, open up opportunities beyond the acquisition of financial assets and liabilities. There are steps to take that maximize value across loans, deposits, wallet share, and member growth. Our agency, James & Matthew, has been involved in multiple mergers and have dialed in on seven ways to further capitalize on the process.

1. Cultural Inclusion – There is always a surviving culture, and it is important to ensure that thosemost responsible for building it, know that it will continue. For the new folks, bringing them up to speed on the nuances of the culture, especially front line expectations, is imperative. You don’t want your current members to walk into a new branch and feel like it is a completely different Credit Union. To communicate your culture effectively, look beyond meetings. Try documenting your culture in formats your employees can easily digest on their own. We’ve found that a brand story video works well in this situation.

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