Summary
This guide provides detailed instructions for credit unions on executing a manual merger using the CBX platform. It outlines the necessary steps and considerations involved in the merger process, including reviewing available data, managing general ledgers, and addressing fees associated with merging members. The document emphasizes the importance of ensuring that all data is accurately imported and that the necessary products are created for merging members. It also discusses the role of third-party services and the need for communication with vendors during the merger. Additionally, the guide includes recommendations for marketing and educating staff to facilitate a smooth transition. The closing section reiterates the support available from the CU*Answers Conversion Team to assist credit unions in achieving a successful merger. Overall, the guide serves as a comprehensive resource for credit unions navigating the complexities of a manual merger.
