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Credit Union, Bank, and Branch M&A SmartKitsm

Save time and money! Whether planning a credit union merger, a bank acquisition, or a branch acquisition, merging the operations of the acquired institution requires precise management and effective communication to make your acquisition as seamless as possible. The M&A SmartKit is specially designed to function as a comprehensive yet flexible project management and document collaboration solution that is easy to access and even easier to use. Best of all, no hardware or software purchases are required!

SmartKit - Logo - White

Functional Categories

The Merger SmartKit includes over 40 categories of functional areas and over 700 action items that are critical to the success of every merger, including:

  • Accounting
  • Account Processing
  • ACH & Wire Transfers
  • ATM & Debit Card Services
  • Branch Administration
  • Check Processing
  • Member Communication
  • Compliance
  • Correspondent Banks
  • Deposit Operations
  • Document Imaging
  • Duplicate Member Account Numbers
  • Facilities
  • Human Resources
  • Insurance
  • Digital Banking
  • Loan Operations
  • Marketing
  • Purchasing
  • Platform Systems
  • Telecommunications
  • Training
  • Safe Deposit Boxes
  • Vendor Selection
  • And More!

The Acquisition Process

Anyone will tell you that successfully managing the merger and integration process is not easy. The M&A SmartKit will help you complete the entire process much faster and more smoothly, and your new member’s first impressions with your credit union will be more positive... resulting in a happier member that will stay with your credit union!


We have a clear understanding of what it takes to successfully manage the merger process. We have translated that knowledge into an innovative, web-based SmartKit that is both user-friendly and affordable.

A Thorough and Effective Project Plan

The M&A SmartKit provides the most effective acquisition and merger management tools available on the market today! These tools were specially designed by financial institution professionals to accomplish critical tasks through effective planning and communication between both institutions. Save time, money, and reduce stress for everyone!


Call Us at (480) 990-5749 or complete the form below and we will be in touch within 24 hours.