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

February 09, 2021 00:43:27
The value of customer data for M&A with Rick Claypoole
Top Quartile
The value of customer data for M&A with Rick Claypoole

Feb 09 2021 | 00:43:27

/

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

Other Episodes

Episode 0

January 04, 2023 00:15:29
Episode Cover

Building a brand based on mission and rooted in the community with Stephanie Dennehy

Stephanie Dennehy, Chief Marketing Officer at Cape Cod Five, joins Dan Marks on this episode to talk about some of the best practices for...

Listen

Episode 0

February 08, 2022 00:19:29
Episode Cover

Successful Digital Loan Origination Strategies w/ John Deignan

President and CEO of Baker Hill John Deignan talks all things loan growth with host Dan Marks.  Highlights from a career spent helping financial...

Listen

Episode 0

June 22, 2022 00:27:47
Episode Cover

How culture and niche focus drives sustained growth at attractive ROEs w/Sean Kouplen

Sean Kouplen and Dan Marks discuss the culture of support and giving that Regent Bank has been thriving on both internally and externally, and...

Listen