Credit union mergers can bring about a time of uncertainty during the transition. Everything can seem upended. There are new systems to integrate, policies to be revised, and location branding to be changed. Your staff needs to be up to speed on various system integrations, and also in the loop concerning how to deal with customers during the merger. Members need to feel secure and comfortable during the transition. It’s good to know that Oak Tree works for you during these challenging times. Keeping Oak Tree onboard during your merger remains the best idea. Here’s why:
Two Reasons to Outsource Forms with Oak Tree
1. We work to keep you compliant. Think of us as one of your full-time staff members, keeping you compliant and up to date. That’s right, all of our forms packages, from membership to consumer lending agreements and disclosures, comply with state and federal regulations. This means a compliance officer can walk through your doors during the merger and find you in forms compliance.
It’s not an easy task, but it is one we`re all too familiar with. Oak Tree Business Systems has been providing quality, compliant forms for 30+ years.
2. Easy forms integration and full-time support. Even better, all of our forms easily integrate with your core processor and delivery system so there should be very few changes on your end. You can rest assured that whatever difficulties may occur, forms integration will not be one of them. Our team is always ready to address any challenges or concerns that may arise. It’s our commitment to you, and how we feel customer service should be. So, if you find yourself in front of an upcoming merger, we would love to hear from you. We have the experience and insight to answer any questions. If you are not yet an Oak Tree customer, we would love the opportunity to earn your business. It’s time to put Oak Tree on staff and make us work for you, don’t you think? So do we. Let’s have a conversation. We can’t wait to show you what a difference our forms make.