When to call Mosaic


You need to retain and reassure customers during a merger or system conversion.

You want to strengthen your customer relationships on an ongoing basis.


You need to communicate to your customers about important
changes.

You want your everyday communications to be clear and simple and support your brand.


Serving the complex customer communications needs of banks and brokerage firms.


Mosaic is the nation’s premier resource for complex customer communications for financial services companies of all sizes. In addition to our many other capabilities, we have developed and managed customer communications for almost all of the largest and most complex banking mergers in U.S. history, as well as many of the largest brokerage and trust mergers.

Our clients are our friends, and we have worked in close partnership with them for many years. They know they can rely on us to achieve and exceed their highest expectations — through our vast experience and our fresh strategic approaches… our highly effective copy, design and brand positioning for both print and electronic communications…. our unsurpassed experience and precision in strategic data management, data processing, and audits… our careful, thoughtful production management (always on time and on budget)… and our superior results in retaining and strengthening customer relationships, and supporting the brand in exactly the right way.

Mosaic’s overarching strength is our proven ability to help our clients protect and grow their most important asset — their customer base — in times of significant change. We are best known for our expertise and success in merger communications, but in fact, we consistently do a great deal more for our clients, often helping to guide them through uncharted waters.

Our work encompasses expert customer communications in all formats for all of the following areas:

  • Mergers and FDIC-assisted acquisitions
  • Systems conversions (deposits, loans, online services, investments, trust, corporate, and treasury services, etc.)
  • Changes to accounts, services and fees
  • Changes due to regulatory requirements
  • Branch closings and divestitures
  • Auditing, simplifying and streamlining of all customer correspondence and forms to ensure clarity, customer understanding, and brand messaging
  • On-boarding of new customers to strengthen loyalty and increase cross-selling
  • Selected direct marketing assignments
  • And more