FM Bank Merger Report

Best practices suggest that a series of messages be built for each of the three groups. The companywide material will be shared in the form of company newsletters and companywide events. The front-line staff will be engaged for coaching at the branch level in off hours meetings and the business calling officers will have a half-day session going over not only the business functions offered to the new customers, but strategies for ensuring adoption and usage of these tools. Merger Landing Page Many successful mergers have included a landing page publicly available to serve as a repository for news and information, frequently asked questions, videos and contact details. Email Communication It is our opinion that email communication is highly effective during a merger. A flight of email messages coordinated with major milestones on the overall calendar should be created and deployed.

Monthly Highlights June 2019 § Project kick-off and prep

§ Data Review from previous bank

July 2019

§ First round of Video 1 edits § Draft 60-Day Mailer § Begin planning 30-Day Mailer

August 2019 § Major construction of the three videos § Major construction of the 30-Day Welcome Packet § “Save the date” 60-Day Mailer is mailed September 2019 § Review cycles for all of deliverables October 2019 § 10/5 – 30-Day Welcome Booklet is mailed to customer November 2019 § 11/16 – Go-Live Weekend § Create flash reports and monitor merged customer activity December 2019 § Review merged customer activity and strategize responses after the holidays

CONFIDENTIAL

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JUNE 6, 2019