SRA’s Integration Support

SRA helps banks integrate all functions of a merger partner into the bank. Utilizing extensive integration experience, proprietary project management tools, and best practices, SRA enables banks to complete the merger on time and at or below the projected cost.
By using SRA, the Bank obtains the support of experienced bankers who have successfully integrated banks. This experience helps the Bank avoid mistakes, downtimes, and excessive costs. SRA’s approach is tailored to the Bank and its culture while addressing the many people, functions and vendors involved in completing the merger.

Overview of Services

SRA leverages a proprietary integration approach to ensure a successful bank conversion. SRA can:

  • Create merger team with specific time based milestones covering every step from letter of intent to post conversion
  • Supply experienced bankers to meet integration deliverables across all departments
  • Identify, Report and Manage the risks associated with the integration
  • Support bank’s team in developing post-conversion organizational structure
  • Develop action plans to achieve projected one time and ongoing cost saves
  • Facilitate integration of business lines, bank services and product offerings
  • Utilize a robust communications plan to keep everyone informed
  • Provide core and secondary system conversion support
  • Assess and develop integrated processes and controls
  • Facilitate integration of credit risk management, ALCO, and retail banking encompassing policies, processes, and practices


By utilizing SRA, the Bank is able to:

  • Realize intended merger value
  • Achieve business objectives and meet cost estimates
  • Highlight and expand best practices across both institutions
  • Maximize customer and talent retention
  • Allow bank staff to stay focused on daily operations
  • Successfully meet regulatory and risk management expectations of the merger
  • Ensure successful departmental and systems conversions