CU Holding

When two or more credit unions agree to merge, the operational, administrative, cultural, and regulatory requirements involved can be overwhelming. It's essential to dedicate the time and resources to successfully manage all the moving pieces.

Never lose sight of the importance of communicating with your credit union's member-owners and staff. Beyond the compliance-driven requirements, merging credit unions should take this unique opportunity to begin celebrating their unique histories, providing an authentic rationale for change, and presenting your new envisioned future together.

The Solution

BYM Agency offers a complete merger communication solution to meet merger communication regulatory requirements and to exceed the expectations and needs of your members and staff.

Poorly executed merger communication can cause service disruptions that can be as devastating as poorly executed operational merger changes.

Communication Timeline