Re: Automated Client Communication – Canada Amalga mation

From
Tammi Franzese <tammi.franzese@thekey.com>
To
Audra Williams <audraw@thekey.com>, Umesh Shah <ushah@thekey.com>
CC
Timothy Thomas <tt@thekey.com>, Nina Kani <nkani@thekey.com>, Steve Koyanagi <skoyanagi@thekey.com>
Date
Wed, 15 Oct 2025 10:47:10 -0400
Folder
INBOX
--00000000000083f5ea0641339515 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good Morning Audra and Umesh, Thank you, Audra, for initiating this effort. I'll schedule a call for us to review this, discuss what is needed to make this happen, and set the start date. I'll get it on our calendars ASAP so this initiative can be completed by the legal deadline. Kindly note that the *client notices must be sent by email no later than Nov. 1, 2025,* so we have about two weeks to accomplish this. Let me know if others should attend this meeting, and I'll be sure to include them. Thank you in advance for your assistance. Sincerely, Tammi Franzese Senior Corporate Paralegal | TheKey Mobile: 813.521.5269 On Tue, Oct 14, 2025 at 2:17=E2=80=AFPM Audra Williams = wrote: > Hi Umesh! > > I wanted to check in to see how we might be able to send out an automated > email to all clients in Canada to notify them of our amalgamation. > > Is there a way to manage this centrally so that it goes out automatically > and we don=E2=80=99t place additional burden on the field teams? Ideally,= we=E2=80=99d want > the communication to be consistent, branded, and trackable, while ensurin= g > that all active clients receive it. > > Please let me know what options might be available or what information > you=E2=80=99d need from my end to get started. > > Thank you so much for your help! > > Best, > > -- > > *Audra N. Williams* > > Director, Divisional Operations | TheKey > > Mobile: 425.757.7027 > > > > --00000000000083f5ea0641339515 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good Morning Audra and = Umesh, Thank you, Audra, for initiatin= g this effort. I&#39;ll schedule a call for us to review this, discuss what= is needed to make this happen, and set the start date. I&#39;ll get it on = our calendars ASAP so this initiative can be completed by the legal deadlin= e. Kindly note that the client notices must be sent by email no later th= an Nov. 1, 2025, so we have about two weeks to accomplish this. Let me know if others should attend this meet= ing, and I&#39;ll be sure to include=C2=A0them.=C2=A0 Thank you in advance for your assistance. Sin= cerely, Tammi Franzese Senior Corporate Paralegal | TheKey= M= obile: 813.521.5269 <img src=3D"https://lh7-rt.googleusercontent.com/docsz/AD_4nXfB= Q66RNZNfCn379vlYu_FOKQ9d1Asrr3-gGZILrEPa37MhHXIfefDv_zID6NScIwmWhteup_zCDkl= eZ-YWH_6dPzy5qTe24fWgHORsB1g0GUcn41nw42meXnlgNYE3UNctPjhU3A?key=3DV5mKPZVpq= e

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