Quality Service With Results

Samaha Associates depth of experience in core systems, third party interfaces, internal best practices, and proven results ensured our financial institution had a smooth and successful integration. I would highly recommend their excellent work and services.

Teresa Freeborn, President/CEO
Xceed Financial Credit Union

About Us

Mergers and Acquisitions Projects

When two entities merge there are countless overlapping redundancies that are both costly and overwhelming to the acquiring Financial Institution. There are normally two of the following: corporate riders, core vendors and third party processors including ATM and card processors, online and bill payment processor and the list goes on!

We will work with your Financial Institution to appropriately identify the key vendors that will best serve our clients. We achieve this goal by:

  • Determining what systems and vendor are in place.
  • Selecting the most appropriate vendors to best serve the resultant institution.
  • Negotiating with the remaining vendor and the outgoing vendor.
  • Creating project implementation plans that will secure predictable and positive outcomes for the merged institution.
  • Ensuring that there is a high degree of customer transparency.
  • Seeking ways for growth opportunities based on new market conditions.
  • Process Improvement Implementations
Samaha Associates

1745 Rancho Hills Drive Chino Hills, CA 91709
Toll Free: (855) 722-6242
Phone: (909) 597-2020
Fax: (909) 494-5538