5 Best Practices for Account Opening Change Management

Change management and employee adoption are major concerns for financial institutions not using technology in-branch.

In fact, 15% of banking executives claim they use separate systems for opening accounts online vs. in-branch because they are worried about change management, employee adoption and deploying a new system across their branch networks.

Change management does not have to be a barrier to modernization. Veritex Community Bank partnered with MANTL to digitize its in-branch deposit account origination experience for businesses and consumers:

In 30 days, every team member responsible for opening accounts across all 29 branches was using the new system.
And 71% of banking centers surpassed their annual deposit growth goal by August 2023

Rudy Beeching, EVP, Managing Director of Retail and Business Banking at Veritex Community Bank, shares five best practices to encourage employee adoption and introduce a new technology to your branch network.