by Devon Wilson | Dec 12, 2022 | Online Account Opening
For several years, bank and credit union members and prospects have been asking their branches and their search engines “how to open a bank account online.” And with that, member onboarding has been shifting to more digital touchpoints and fewer staff-guided...
by Devon Wilson | Jan 29, 2020 | Credit Union Solutions, Marketing, Online Account Opening
Financial stressors often make their way into the credit union—job loss, car repairs, health issues, and other related, unexpected expenses can prompt potential members to submit applications. However, those desperate for a financial solution likely aren’t combing...
by Devon Wilson | Oct 21, 2019 | Marketing, Online Account Opening
If you’ve read our previous post on optimizing your credit union’s account opening and onboarding process, you’ll know that immediately after opening an account is the best time to reassure your new members that they made the right choice to trust your credit union....
by Devon Wilson | Oct 12, 2019 | Marketing, Online Account Opening
Easier and faster account opening and onboarding should be a top priority for credit unions of all sizes. Many financial institutions are aggressively marketing their account opening process times of “five minutes or less” because of how attractive it is to potential...
by Devon Wilson | Jul 14, 2019 | Online Account Opening, Web Loan Applications
Growing your membership base and increasing your loan applications are continuous goals that need to be met. The success of your credit union largely depends on how easy it is for prospective members to sign up. This blog series talks about the changes you can...
by Devon Wilson | Jul 7, 2019 | Online Account Opening, Web Loan Applications
More financial institutions are allowing members to open accounts and apply for loans online each day. Unfortunately, few are able to implement the process well and are not satisfied with the number of loan and account applications generated by their online channels....
