Customer Decisions
Three decisions worth understanding
Three priority developments, the customer decisions they affect, and the people who matter.
- 01Full brief
Funding and balance sheet choices
Test post-repositioning assumptions against actual results
Customer decision: Monitor actual outcomes after a portfolio change and decide whether assumptions need updating.
Public event verifiedCommercial contextBayCom / United Business Bank - 02Full brief
Merger assumptions and integration
Reconcile the assumptions used by both institutions
Customer decision: Reconcile assumptions for the combined balance sheet before and during integration.
Announcement verifiedProposed, not completedPenAir / Fort McClellan - 03Full brief
Technology evaluation and adoption
Possible changes in how institutions evaluate technology providers
Customer decision: Define the evidence and review process needed to evaluate a new analytical provider proportionately and responsibly.
Proposals verifiedCommercial context