WK and MCO Merger Strategy Digital

Merger Communication Sales Strategy

DRAFT WOLTERS KLUWER CONFIDENTIAL NOT FOR CUSTOMER EYES Keri McCollum Product Manager Financial Services Office: 320-240-5062 keri.mccollum@wolterskluwer.com Karen Schlaeger Client Experience Manager Murphy & Company Office: 636-394-2116 karen@mcompany.com 2. Wolters Kluwer is launching a new electronic delivery method for compliance-driven disclosure documents during a merger. With the combined communication efforts of both Wolters Kluwer and Murphy & Company, along with the ability to electronically deliver these documents, Wolters Kluwer has a major advantage above all compliance documents agencies. 3. This is an internal document for discussion among the deposit operations sales team. Additional bank and credit union-facing sales information and materials will be available shortly. Project Contacts Wolters Kluwer is launching a major enhancement to our disclosure product offerings. This document outlines the sales process and important components including additional planning, creative tools and delivery services for financial institutions during a merger. Highlights: 1. Wolters Kluwer has teamed up with Murphy & Company to build on their experience in the digital banking channel. Murphy & Company is a FinTech marketing agency with 25 years of experience developing and deploying exceptional merger communication tools.

Sales Sequence The following steps outline the merger communication sales process.

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Drive Awareness to Program

First Point of Contact

WebEx

Primary efforts for driving enrollments, awareness, and leads for the new program:

Wolters Kluwer and Murphy & Company will engage the financial institution with a preliminary conversation to determine if the financial institution is a candidate

The WebEx meeting will focus on walking the financial institution team through the merger communication process and highlighting where the new program can provide a greater welcome experience.

DRAFT • Wolters Kluwer and Murphy & Company announce the launch of new program to their existing financial institutions. • Wolters Kluwer and Murphy & Company incorporate new program into their ongoing sales efforts and presentations. • Wolters Kluwer and Murphy & Company will jointly monitor and discuss FDIC and CUNA notifications of new mergers. and suggest a WebEx meeting to go over program details. The audience is a member of the merger communication team and the financial institutions merger project sponsor. The WebEx meeting will be led by Murphy & Company along with the Wolters Kluwer sales team. WOLTERS KLUWER CONFIDENTIAL NOT FOR CUSTOMER EYES

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Product Packages and Planning

Wolters Kluwer Contract

Execution

DRAFT During the WebEx presentation, the financial institution is presented with a form where they create an exclusive package of products and services. Potential financial institutions choose from the available products listed below and complete the package form to estimate upcoming expenses. • Consulting • Video • Disclosures & Welcome Packet Mailings The package is mutually agreed to by all parties and converted to a Wolters Kluwer contract. Unless otherwise discussed, the contract agreement is printed as a Wolters Kluwer document. Murphy & Company and Wolters Kluwer begin production of products purchased. WOLTERS KLUWER CONFIDENTIAL NOT FOR CUSTOMER EYES

Products New merger communication products overview

DRAFT • Option 3: Custom Content Custom video content is available upon request at the rate of $3,000 per finished minute. Disclosures & Welcome Packet Mailings Murphy & Company creates a customized welcome packet inviting financial institutions to the new financial institution. The packet outlines any changes financial institutions should expect when moving to a new finan- cial institution, along with any additional information the financial institution would like to include. Electron- ic and print delivery methods are available. For electronic delivery, materials are delivered using the Wolters Kluwer E-sign option. Electronic delivery provides financial institutions the opportunity to send a large portion of their materials via email address to save on the cost of print and postage. For print delivery, printing and mailing services are executed by Wolters Kluwer. Sample Merger Packet: https://mcompany.cld.bz/Murphy-Bank-Merger WOLTERS KLUWER CONFIDENTIAL NOT FOR CUSTOMER EYES Consulting Murphy & Company offers a two-day on-site consulting engagement. The consultation covers the latest mar- keting intelligence, best practices and executive education on merger communications. The ultimate goal is to help build a more educated and organized financial institution team, along with questions and tasks to be completed for a smooth communication plan and merger. Video Murphy & Company offers three options for merger communication videos. • Option 1: Basic Awareness Series of short, concise videos describing upcoming changes and expectations. These videos are organized by their delivery dates: o 7 days out o Merger day o 7 days past merger • Option 2: Basic Engagement Five minutes of content covering the steps a consumer needs to take when logging into the online system for the first time. This option includes: o 60 days out o 30 days out o Basic overview of any changes to online offerings o Three videos at 1.5, 1.5 and 2 minutes in length

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