Six Banks to One: Helping Employees & Customers Navigate a Bank Consolidation

Before developing customer-facing materials, Chartwell supported Foresight with extensive upfront internal alignment to ensure consistency across all six banks. This included streamlining complex operational and regulatory information into clear internal messaging.

To support the transition to the public, Chartwell developed six transition guides, tailored to each bank’s brand and local market. While consistent in message and compliance, each guide reinforced the individual bank’s community identity and Foresight’s “true local” approach.

The project included six 24-page transition guides and two 16-page disclosure booklets and were distributed to more than 33,000 customers on time and in full regulatory compliance.

Each transition guide was designed with the customer experience as the top priority. Content included leadership messages and talking points, a consolidation overview, key dates, branch location map, and clear explanations of personal and business banking products. Easy-to-scan layouts, FAQs, alert icons, logos, and side-by-side product transition tables helped customers quickly understand changes and required actions.

Chartwell also managed production, printing, and mailing to ensure all materials were delivered by mandated deadlines.