Re: Automated Client Communication – Canada Amalga mation

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

<http://www.thekey.com>



On Tue, Oct 14, 2025 at 2:17 PM Audra Williams <audraw@thekey.com> 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’t place additional burden on the field teams? Ideally, we’d want
> the communication to be consistent, branded, and trackable, while ensuring
> that all active clients receive it.
>
> Please let me know what options might be available or what information
> you’d 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
>
> <http://www.thekey.com>
>
>