Smooth Transition

Change can be challenging. That’s why we have an experienced, expansive team of professionals dedicated to a smooth transition for your business. Transition support includes:

  • Financial support for book purchases to grow your business
  • Step-by-step assistance from our Regional Vice Presidents (RVPs) who oversee the transition of your book, including purchases, sales and migrations
  • Extensive onboarding that includes support from IT, Operations and more

Regional Vice Presidents

Our RVPs guide you through all stages of the transition process, working in close collaboration with a dedicated group of Regional Relationship Managers.

Transitions team

This highly specialized group works with you to create a personalized onboarding plan, which includes fast-tracked new account opening and transfer set-up processes — all with the assistance of a dedicated contact.

Training program

Our training curriculum consists of e-learning and individual coaching tailored to your needs and designed to get you up and running as quickly as possible.

Branch Managers

Your Branch Manager is your partner in the account-opening process, ensuring you understand our policies and procedures.


This team is committed to ensuring that all details of your transition are taken care of, so you can concentrate on client service.