You Bought the Bank. Now Keep the Customers.

A bank acquisition is about more than combining organizations. It’s about bringing together employees, customers, communities, cultures and, eventually, systems.

Your acquisition isn’t successful just because the transaction closes or the systems convert. The relationships you acquire are what make the investment valuable.

The Twiggs Group helps banks communicate clearly through every stage of an acquisition—protecting relationships, reducing uncertainty and building confidence from announcement through integration and core conversion.

The Twiggs “M&A” Process

At The Twiggs Group, we’ve developed a process to help you plan for every customer and employee touchpoint you’ll need for a merger or acquisition. Our approach is simple:

Phase 1:

ANNOUNCE

The first communications surrounding an acquisition set the tone for everything that follows. We help you tell your story clearly, consistently and confidently, from Day One.

  • Communications strategy and planning

  • Acquisition announcement messaging

  • Leadership talking points

  • Employee communications

  • Customer letters and emails

  • Employee and customer FAQs

  • Website messaging

  • Media and community communications

  • Email campaign

  • Social media strategy

Phase 2:

REASSURE

After the announcement, communication can’t stop. You need to protect the relationships you worked so hard to acquire. We help your employees and customers understand what’s happening as two organizations come together.

  • Ongoing employee updates

  • Staff communication tools

  • Acquired-customer communications

  • Brand introduction and transition messaging

  • Community communications

  • Customer FAQs and updates

  • Communication timeline

  • Employee talking points and customer scenarios

Phase 3:

PREPARE

As integration moves toward conversion, communications become increasingly important—and increasingly complicated. We help organize the details and translate them into information your customers and employees can easily understand.

  • Audience and customer segmentation

  • Conversion communications planning

  • Employee preparation

  • Customer education

  • Digital information landing page

  • Key dates and action communications

  • Conversion guides and mailers

  • Email campaigns

  • Branch and digital messaging

Phase 4:

CONVERT

Conversion weekend may be an operational milestone for the bank, but it’s just as big a step for customers. We help them understand exactly what is changing, what they need to do and where to go for help.

  • Conversion countdown communications

  • Account and product-change messaging

  • Online and mobile banking communications

  • Debit card and payment information

  • Business and Treasury Management communications

  • Website, email and social updates

  • Conversion-weekend communications

  • Post-launch support

Phase 5:

WELCOME

Conversion day isn’t the finish line. It’s the beginning of your relationship with thousands of customers who didn’t necessarily choose your bank. We help you turn acquired customers into loyal customers.

  • Post-conversion welcome campaigns

  • “Meet Your New Bank” communications

  • Banker and leadership introductions

  • Product and service education

  • Digital adoption campaigns

  • Customer feedback

  • Relationship-building communications

  • Retention campaigns

  • Community involvement storytelling

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View all five phases

Next: Reassure →

Why Communications Matter During an Acquisition

Customers want to know what the acquisition means for them. Employees need to understand what’s happening and what to tell customers. Communities want reassurance. And your existing customers need to understand what the change means for their bank.

A clear communications strategy helps you:

Protect customer relationships and reduce attrition

Keep employees informed, engaged and prepared

Build confidence in the acquiring bank

Coordinate messaging across departments and audiences

Reduce uncertainty and misinformation

Prepare customers and employees for eventual system changes

Turn a potentially disruptive transition into an opportunity to strengthen relationships

Ready to Talk About Your Acquisition?`

Whether your deal has just been announced or you’re already preparing for integration and conversion, we can help you develop a communications strategy that keeps employees informed, customers confident and your transition moving forward.