Manage/remove collections in your Favorites.

Implementation Kickoff Meeting

A customizable document you can present to prospects who have decided to transition to Heritage Bank. It introduces the onboarding team and their roles, the accounts/services the customer will use, the onboarding process and desired go-live date for transitioning.

To open the editable PowerPoint, click the link below.

We strongly recommend presenting this to the prospect in-person or via Webex. This allows them to ask questions and share any concerns they may have. For some best practices, take a look at the two articles below.


Share Internally: Copy link