For a successful M&A transaction, executive leadership in a financial institution has to ensure that the integration achieves a clear set of goals which may include revenue growth, customer or segment acquisition and geographic penetration. Using data driven techniques, leadership can make a winning case to get quick board approval and streamline integration and post-merger operations.

In this note, we discuss the types of insights that a financial institution will use when acquiring or merging with another institution. The focus here is on the role that data analytics plays in this process.

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