When:
July 1st, 2004 at 2:30 Eastern Time for about 1 hour  Register

Speaker: Eric Levy Director, Financial Services Research Group Maritz Research

Session Description: 

   
Banks and other financial services companies have a complex task when undergoing mergers and acquisitions. In addition to the complex regulatory and legal hurdles, they have political concerns, technology hurdles, and shareholder issues.

Customer and employee concerns often take a back seat to these complexities, to the detriment of the merging company.

The discussion will overview the impact of mergers on consumers, how it affects them, how mergers have succeeded -- or failed -- from the customer's perspective, who benefits from mergers and how financial services companies have overcome some of the more serious concerns that consumers have. The data are based on the May 2004 Maritz Poll, which is an online study conducted among 1,000 American consumers.

This program is appropriate for senior financial executives with responsibility for Branding, Merger/Acquisition Planning, Retail Banking, Small Business, Online Banking, Product Development, Market Research and Strategy Teams.

Attendance Fee:

$275 per institution plus $50 per telephone line used

About Eric Levy

As Director, Financial Services Research, Eric is responsible for research management direction and guidance for the Financial Services Research Group.  Eric joined Maritz Research in 2001 with 18 years of marketing and research experience.

Before joining Maritz, Eric began his career with Ringling Bros. and Barnum & Bailey Circus, where he was Regional Marketing Director in the Southeast.  He then worked in advertising as a Media and Research Director before switching full-time to marketing research.  Eric spent seven years with Widener-Burrows & Associates, a medium-sized research company in Annapolis , Maryland , where he had responsibility for the professional staff and data processing operations.  Lured away to NationsBank in 1996, where he managed all asset management research for the company's Private Bank, mutual fund complex and brokerage.  Following the merger with Bank of America, Eric was promoted to Senior Vice President, Market Position, where he managed a team responsible for brand and communications research, market share, customer satisfaction, knowledge management, and internal research.

Eric graduated from Towson University in 1985 with a degree in business administration. Eric.Levy@maritz.com

About Maritz Research As one of the world’s largest marketing research firms, Maritz Research, a unit of Maritz Inc., helps many of today’s most successful companies improve performance through a deep understanding of their customers, employees and channel partners. Founded in 1973, it offers a range of strategic and tactical solutions concentrating primarily in the automotive,
financial services, hospitality, telecommunications, retail and technology industries. The company has achieved ISO 9001 registration, the international symbol of quality. It is a member of CASRO and official sponsor of the American Marketing Association. For more information, visit the Maritz Research Web site at www.maritzresearch.com.