CUES Member Community

new online account opening

  • 1.  new online account opening

    Posted Apr 24, 2020 11:59 AM

    I hope you and your teams are safe.  Your efforts during this time of adversity are extremely valuable and greatly appreciated.  I was talking with a credit union about how the pandemic has placed added emphasis on digital capabilities and this question popped up during our talk.  This credit union is over a billion dollars in assets and is in the infancy stage of revamping their new online account process.   Has your credit union revamped your new online account opening process in the least 12-18 months and feel really good about the results you have seen?

    What recommended best practices and strategies would you share with a credit union in this position.  They are hoping to learn more about managing the online account funnel from the time of application.  If you are open to being a resource that this credit union can contact please share your contact info here or to 

    Thank you credit union movement for helping a fellow credit union with any guidance, help and suggestions you have for them.

    Be safe and be well.

    [Russell] [Evans]
    [VP Member Relations & Sales - Northeast]
    [Madison] [WI]