Merger's & Acquisition

PHASE 1: CONDUCTED RESEARCH, ANALYSIS & PROTOTYPING 

• Digest Existing Research: such as Stakeholder, landscape, and best practices as the core culture of the organization

• System Integration - Proof of Concept

• Process Harmonization Trials

• Asset inventory and rationalization

• Regulatory and Compliance Review and Scope

• Product material audit

• Client Data Analysis

• Communication channel assessment

• Historical communication performance

PHASE 2: DEVELOPED STRATEGIES BASED ON RESEARCH, OBSERVATION AND MEDITATION

• Developed client-centric integration pathways (impact assessment)

• Segmented communication plans per client type, product holdings, and potential impact

• Phased disclosure and delivery of materials to clients

• Understanding different multi-channel delivery optimization  

• Branding and messaging consistency

• Worked with technology on a unified contact management system

• Ensure stable distribution infrastructure

• Operational and system integration roadmaps

• Asset integration and optimization

• Call center and branch strategy for proactive issue resolution

• Change Management communication

PHASE 3: ENGAGED EMPATHY TO DEVELOP PERSONAS, VIDEO, PRINT AND DIGITAL EXPERIENCES

• Developed personas and empathy maps

• Developed Client personas

• Created experience videos to support communication

• Design journey maps

• Developed an integration team to design the roadmap for the client onboarding transition

• Worked with technology on the data migration from end to end

PHASE 4: EXECUTION AND MONITORING 

• Worked with legal, HR, Marketing, Technology, and Business teams across both organizations.

• Pivoting consistently based on daily information impacted by external and internal leadership decisions.

• Managed overall budget and capacity planning of the marketing and communication team