Join our session:
Monday, January 30
7:30 a.m. - 8:15 a.m
M&A Integration: Keep the Customer Front and Center from Diligence to Conversion
Ken Siegman, Senior Director, West Monroe Partners, LLC
John Stockamp, Senior Manager, West Monroe Partners, LLC
Acquisition can be the key to growth, but while many banks are ready to buy (or be bought), few have mastered the complexity of integrating complex systems and operations to create a seamless customer experience. In this session, we will help you identify: the right people and skills you need in place to support the integration and sustainable growth; strategic process improvement initiatives that will translate to bottom line savings; system selection, planning, implementation and integration strategies; an effective, scalable infrastructure to easily integrate future acquisitions; outline best practices to ensure you retain your customers and key employees during integration; and identify “red flags” that could prevent you from being seen as an acquisition target. This discussion group will be collaborative, featuring best practices and lessons learned from a variety of mid-market banks.