Whether growth comes in the form of new customers or members, balances and loan outstandings per household or business or core relationship profitability – financial institution marketers need to maintain a rigid focus on ways to effectively deliver bottom line growth.

accounting analytics balance black and white


Just because a firm is able to do “data processing” does not mean they are a good fit for a complex data consolidation that is required for merger communications. Conduct rigorous analysis to create highly effective data consolidation services.

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product mapping

This step is the most critical merger success factor.  It’s essential to onboard new customers into the correct products, identify pricing gaps, and forecast future portfolio profitability.

data driving m&a

Data Jam Session – Mergers and Acquisitions’ Podcast hosted by Kent Blackshear and featuring BMM’s Rick Hall and Segmint’s Adam Craig as they delve into the future of data intelligence driving M&A decision-making .

we’re soc 2 certified

Vendor Management Ready

As you would expect, Bank Merger Marketing employs stringent data security practices which are audited annually by The Moore Group, a well-respected SOC auditing firm.  Bank mergers happen on tight timelines, which is why we have vendor management documentation well-organized and ready for review upon request.