System Conversion Communications
A core system and online banking conversion required a communication strategy to help members navigate significant changes to their banking experience. Marketing played a central role in translating operational complexity into clear, member-friendly communication.
-
The conversion included online banking user experience changes and temporary banking access gaps.
Members required timely, clear communication to reduce confusion and frustration.
Internal coordination was essential to ensure consistency across all channels.
The rollout required a phased communication plan over time.
-
Led the development of the member communication strategy
Coordinated messaging across digital, print, and branch channels
Helped translate operational details into accessible member-facing language
Supported website integration and digital presentation updates
Ensured communication timing aligned with implementation milestones
-
Prioritized clarity, reassurance, and consistency throughout the conversion timeline
Structured communications to prepare members in phases rather than all at once
Balanced operational detail with ease of understanding
Reinforced trust during a high-change member experience
-
Single informational web page to direct all communications (used by front line employees and members)
Schedule of changes included on web page
Member print mail, emails and texts sent to members
Branch signage and support materials
-
Helped support a smoother member transition during a complex operational change
Directed strategic member communications during a core system conversion, helping to re-engage over 8,500 users within two weeks