Cuna News Podcast

n more ordinary times, mergers and acquisitions are huge undertakings for credit unions. They’re both challenging and exciting. Those characteristics haven’t changed as a result of the coronavirus (COVID-19) but the pandemic-driven digital transformation that has occurred adds a new layer of complexity and consideration to the process. This episode of the CUNA News Podcast features Carrie Stapp, senior vice president of financial institution product management at Harland Clarke. In her role, Stapp works with financial institutions to plan, manage, and execute engagement strategies. This is particularly important during mergers and acquisitions, when existing and acquired members need to know they are valued and how they will benefit from the changes.  Stapp points out that mergers and acquisitions in the financial services industry have picked up during the pandemic, and convenient, scalable digital tools are essential for shepherding members through the M&A process. She explains how mergers and acquisiti