OUR SOLUTION
MD+A’s comprehensive solution includes:
- Project management
- Liaison services
- Development and production of creative materials
- Web-based review and approval process
- Management of bank customer data
- Mail house services
- Advertising and marketing services
- Post-conversion programs
OUR TEAM
Our seasoned, integrated team has executed more than 300 conversion communication programs (including thousands for separate communications) for dozens of banks across the U.S. We’ve got a solid understanding of the unique challenges and deadlines associated with conversions and have developed a unique system for implementation.
Our Process
The key to a successful conversion program is an organized, dependable communications system that ensures information integrity and enables attention to detail. Our process closely integrates stakeholders critical to project success.
At MD+A, we support these communication links with written status reports, a formal master project schedule, a password-protected, web-based review and approval area, and other checks and balances.
And with conversion communications, there is no room (or time) for error. We manage the overall project and its many components very closely. And we employ a variety of quality control tools, including use of inside and outside proofreaders who have significant bank conversion experience.
Account & Creative Services
MD+A provides you with a full-service advertising agency dedicated to you 24 hours a day, seven days a week for the duration of the conversion communications effort. We handle it all. In effect, we become your merger marketing department.
Our merger marketing group includes account executives, account coordinators, and print production specialists, along with copywriters and art directors. Our team has extensive experience in creating, managing and implementing conversion communications. In addition, we’re all agency veterans from major markets (New York, Boston, Washington, D.C.), well-versed in the disciplines of marketing, advertising and direct marketing.
Creative Materials
Based on the specific needs of your conversion effort, we may produce any or all of the following materials:
- Direct mail packages
- Letters
- Brochures
- Buckslips
- Production Services
- Forms and notices
- In-branch collateral
- In-branch signage
- Card carriers
- Statement stuffers
- Web pages
- Print ads
- Other advertising
PRODUCTION SERVICES
The MD+A production team ensures the highest quality printing and timely delivery of all conversion communications components.
We provide our clients with accurate printing estimates, pre-press quality control, and on-press supervision of your materials. We are geared up to handle the timely distribution of materials to branches, training personnel and customer services departments such as direct banking or online banking. We are happy to assemble sample mail packages or materials kits upon request.
Data Services
Data is at the heart of every conversion effort. We provide coordination between various data sources and assist in the retrieval, sorting, optimization and use of all relevant customer, product and service data.
The MD+A team will work with your operations personnel, bank staff at the acquired bank, service bureaus, issuing card companies and other involved parties. We will review your data, and work with you to ensure the accuracy of customer information prior to any mailing. Our services include the following:
- Data testing
- Product mapping
- Account consolidation
- Reporting
- Exception processing and resolution
- Vertification print-outs (VPOs)
- Live data proofing
Other Advertising & Marketing Services
Depending on your needs, MD+A can create conversion communications pieces that fit an existing brand look and tone. Or we can develop mass advertising that supports and extends the conversion effort. In addition, we can provide, where appropriate, post-conversion marketing programs to help you maximize new markets and customer bases.
Our ancillary services include:
- Print ads
- Outdoor advertising
- TV/radio ads
- Direct mail campaigns
- Customer retention and loyalty programs
- Cross-sell/upsell programs
- New customer acquisition programs
For more information
We have creative and case samples from dozens of conversion programs for many different banks. These help demonstrate the breadth of our experience and capabilities beyond the few examples on the web site.
If you’d like to see some examples of our bank conversion work, and learn more about how the MD+A team can help ensure that your conversion goes off without a hitch, please contact us at conversions@mccabe-duval.com or call 800 603-6069 for more information.