United Bank
Core Conversion

United Bank turned a complex system upgrade into a calm, well-communicated transition. With clear messaging across in-branch, print, and digital channels, customers knew what to expect and when. The conversion went smoothly, and the the bank rolled out the upgrade without unnecessary noise or confusion.

Strategy

Pre-Launch Internal

Pre-Launch External

Launch Print

Launch In-Branch

Launch Digital

Pre-Launch Internal

Aligning the team on a project like this is critical. We developed internal messaging and branch posters to give employees clarity and confidence ahead of the upgrade.

Poster

employee t-shirts

Pre-Launch External

Preparing customers ahead of a system upgrade is critical. Without clear communication, confusion is inevitable. We addressed that with a coordinated external messaging approach across digital, in-branch, and on-site channels.

landing page

postcard mailer

drive-thru banner

lobby video

Launch Print

When customers’ money is involved, confusion is costly and attention comes fast once something doesn’t work. Months before the changeover, we developed a clear direct mail package, putting guidance and expectations in customers’ hands.

9×12 mailer kit with letter and guide book

As the conversion date crept closer, we broke the big overview into bite-sized pieces and mailed them in official pressure mailers.

Presure-seal mailer

Take Ones

Email statements

Guide Booklet

In-Branch

When customers have questions, the branch is where they go. We developed in-branch signage, ATM screens, terminal covers, and lobby videos to reinforce key messages and reduce surprises to prepare the customers. We even made a fun survival kit!

In-App graphics

ATM Screens

Terminal covers

lobby video

lobby video

Conversion survival kit

Interactive

Conntecting it together is the key. When customers don’t read everything the first time, consistency is key. Social, email, and digital messaging allowed us to repeat critical information in clear, manageable pieces across familiar channels.

social graphics

Email 1

Email 2

Email 3

digital quick guide

Make Your Next Conversion a Success

You don’t have to slog through core conversion comms on your own. With Bash, your institution can lead with confidence and your customers stay in step with you.

Make Your Conversion a Success