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Don’t forget the physical files in a credit union merger or acquisition! (Part 2)

Thursday, April 6, 2017

In last week’s blog post, we outlined why it is so important for credit unions to properly manage the physical files involved in a merger or acquisition. First and foremost, acquired files have the potential to create legal and compliance issues. If not handled well, the physical files can also hamper the efficiency of your […]

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Don’t forget the physical files in a credit union merger or acquisition! (Part 1)

Thursday, March 30, 2017

Mergers and acquisitions are changing the credit union landscape in Canada. The impact of these transactions goes well beyond the boardroom and branch offices, reaching into every corner of the organization – including the file room. In a two-part blog post we will explain why physical files require special attention during a merger or acquisition, […]