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

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Homebase Credit Union Name & Brand

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Branch Design & Opening