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How modernizing in-branch account opening deepens member relationships and increases satisfaction

The branch remains a powerful tool for serving members at Financial Plus Credit Union, a $1.4B 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.