How Modernizing In-Branch Account Opening Deepens Member Relationships and Increases Satisfaction
Wednesday, September 11th | 2:00 PM ET
The branch remains a powerful tool for serving members at Financial Plus Credit Union, a $1.3B credit union headquartered in Michigan. Its vision for digitizing the in-branch experience was to give the credit union’s best resource, its incredible team members, back to its members. By leveraging technology to automate manual tasks, Financial Plus Credit Union saved over 100 hours a month on in-branch account opening, deepened member relationships, and increased NPS.
In this fireside-chat-style webinar, Brad Bergmooser, President and CEO of Financial Plus Credit Union, and Nathaniel Harley, co-founder and CEO of MANTL, will discuss Financial Plus Credit Union’s remarkable branch modernization story and the role technology plays in creating a superior member experience. The session will cover how to digitize the in-branch account opening experience, overcome change management obstacles and the value of leveraging omnichannel deposit origination technology to grow deposits and member relationships.
Key takeaways include:
- Understand key features that modernize the in-branch experience, automate manual tasks, and improve back-office efficiencies. Learn how Financial Plus Credit Union saves over 100 hours a month on in-branch account opening and reduced the steps it takes to open an account from 100 to 15.
- Learn how digitizing the in-branch experience allows employees to refocus their efforts on growing member relationships, and how that value extends to the member base to increase satisfaction.
- Best practices for implementing a new technology in-branch and encouraging employee adoption.
- See how a credit union can offer an omnichannel banking experience akin to Netflix, where members can start an application online, and resume it in-branch. Understand how a seamless cross-channel experience creates a better experience for employees and allows new members to open a share account on any banking channel in an average of four minutes.
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Live Webinar
When?
Callahan & Associates | 1001 Connecticut Ave. NW, Ste. 1001 | Washington, DC 20036
Contact Us: 800.446.7453
11
September
Reserve Your Spot
Speaker Info:
Brad Bergmooser, President and CEO of Financial Plus Credit Union
Nathaniel Harley, co-founder and CEO of MANTL
