The challenge of change:
Retaining your customer

When the name is changing, offices are relocating, and signs and account numbers are new, we can help you navigate the challenges of the regulatory customer communications terrain — supporting you in meeting messaging and deadline requirements, reassuring and retaining your customers, and minimizing impact on the customer service center.

When everything’s changing (or so it seems)…

When a merger is coming and everyone has questions, you have one chance to make a positive first impression on your newest customers. With 27 years’ experience as a customer communications consultant, EdgeMark has managed merger communications projects of all sizes, from 10,000 personalized customer notifications to over 10 million data-driven communications mailed. We can get the job done — on time and on budget — following a merger communications strategy that works best for you. Together with your advisory team, we can shape the message, develop content, and design cost-efficient, data-driven package formats —  all to deliver concise and often highly personalized communications that are carefully branded and scheduled to meet all regulatory deadlines.

Our merger conversion account teams provide:

Project management – Coordination and oversight of all related projects, including planning, timelines, content development, production and validation processes

 Data management – Data transformation and custom communications programming to ensure accurate and detailed account conversion communications

 Design & copy development – Content production for all components (coordinating with your leadership team), providing account, service and disclosure information in an easy-to-grasp, cost-effective format tailored to your requirements

  Complete production services – Print and production planning, mail services management, postal optimization strategies, mail tracking technologies

 Quality control – Ongoing QC processes to assure accuracy of account information/personalization, utilizing databases, matrices and reports as needed

 Post-conversion marketing initiatives – Direct marketing strategies to retain and augment existing customer relationships across all product lines, as identified