WK and MCO Merger Strategy Digital
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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