The value of customer data for M&A with Rick Claypoole

Show Notes

Why is customer analytics crucial for planning and executing a bank or credit union merger or acquisition? In this episode, Host Dan Marks and Rick Claypoole, Infusion EVP of Client Analytics, discuss this important topic, including:

Keys to successfully executing a merger integration
How banks and credit unions should use customer-level data alongside account data to plan for a successful customer experience
Virtual clean-room compliant customer analysis techniques and approaches
How an Infusion Opportunity Assessment applies in M&A situations
Some of the key impacts in the customer experience that can make or break a deal meeting pro-forma
The role “Super Onboarding” plays
And … Rick’s surprising connection to Groundhog Day and advice to his younger self.

Connect with Rick on LinkedIn Visit Infusion online to learn more about how an Opportunity Assessment can help facilitate your M&A initiatives.

Show Notes

Other Episodes

Episode 0

Digital First High Performance w/ Brent Beardall

Episode 0

Best Practices in Sales Management w/ Charlie Moon

Episode 0

Using data to increase relevance and build better relationships