The Merger Timeline: Where Your Opportunity Begins

A bank merger doesn't happen overnight. It unfolds over months, and each stage changes how open business customers are to a new conversation.

At the announcement, customers start asking questions. As the conversion approaches, uncertainty grows. After the switch, some are still wondering if they're in the right place. The banks that win know which stage they're in and what to say at each one.

That's the heart of our NEFMA session, "Capitalizing on Your Competitor's Acquisition." Ted Rosen will walk through how to:

• Identify the right prospects using data sources such as UCC filings and PPP records

• Pinpoint the ideal outreach windows

• Build a message that resonates with customers of a specific incumbent bank

• Track every interaction and follow up with purpose

• Train your RMs and project your ROI

Join us for an interactive session that turns a competitor's merger into your growth plan.

📍 Friday, October 9th | 9:50 to 10:50 am | NEFMA Fall Conference, Natick, MA