Bank Smart
Bank & Branch Acquisition SmartKitSM
Any banker will tell you that successfully managing the due diligence and acquisition process is not easy. The Bank & Branch Acquisition SmartKits will help you complete the entire process much faster and more smoothly, and your new customer’s first impressions with your bank will be more positive . . . resulting in a happier customer that will stay with your bank!
Functional Categories
The Bank & Branch Acquisition SmartKit includes over 40 categories of functional areas and over 540 action items that are critical to the success of every acquisition, including:
- Accounting
- Account Processing
- ACH & Wire Transfers
- ATM & Debit Card Services
- Branch Administration
- Check Processing
- Customer Communication
- Compliance
- Correspondent Banks
- Deposit Operations
- Document Imaging
- Duplicate Customer Account Numbers
- Facilities
- Human Resources
- Insurance
- Internet Banking
- Loan Operations
- Marketing
- Purchasing
- Platform Systems
- Telecommunications
- Training
- Safe Deposit Boxes
- Vendor Selection
- And More!
The Acquisition Process
At BankSmart, we have a clear understanding of what it takes to successfully manage the bank or branch acquisition process. We have translated that knowledge into an innovative, web-based SmartKit that is both user-friendly and affordable.
A Thorough and Effective Project Plan
The Bank & Branch Acquisition SmartKit provides the most effective acquisition and merger management tools available on the market today! These tools were specially designed by bankers for bankers to accomplish critical tasks through effective planning and communication between both banks. Save time, money, and reduce stress for everyone!
About Our SmartKitsSM
Each of our innovative SmarKitsSM includes clearly defined project plans, timelines, team member and vendor responsibilities, as well as functional activities required to complete your project.
The "best practices" content of each SmartKitSM are flexible and customizable enabling you to add or delete action items to best suit the needs of your insitituion.
To read about each SmartKitSM in detail click the following links: