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Driving M&A Performance with Digital Engagement



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Mergers and acquisitions have long been a staple of the financial services industry, but activity has increased dramatically in the wake of the pandemic, presenting merger integration offices with an intriguing mix of threats and opportunities.
In this one-page Q&A, BAI talks with Marc Salinas, who helps financial institutions acquire, deepen and retain client relationships using digital engagement patterns and predictive intelligence to target high-value opportunities and risks.

Marc gives insightful answers to these questions:

  • How are banks' M&A priorities changing?
  • How can banks use digital engagement to manage individual client relationships during an M&A?
  • How can digital engagement help guide post-conversion service and delivery models?
  • What fraud-related considerations should acquirers keep in mind?

Marc Salinas
Vice President Advisory Services
Bottomline Technologies



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