Account Acquisition & Onboarding: How to Deliver Exceptional Member Experiences 2020 | Credit Union Executives Society (CUES) | 22 January 2020 |
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| Event Date |
Wed Jan 22 CST (almost 5 years ago)
In your timezone (EST): Wed Jan 22 2:00pm - Wed Jan 22 6:00pm |
| Region | All |
Details
As members and prospective members increasingly rely on smartphones and other digital devices for many–if not most–of their needs, financial institutions are seeking to deliver effective online account opening and enrollment. In a Cornerstone survey, 72% of community-based financial executives said digital account opening was the most important “functional/product area” of their fintech partnership, collaboration, and investment plans for 2019. Your credit union is probably weighing its options, too. To help assess those options, this webinar will provide you insights from a recognized innovator in online account opening and enrollment.
Who Should Attend:
VPs and above within Operations, Marketing and I.T.
Key Takeaways:
• Why online account opening efforts by financial institutions are often unsuccessful
• What is considered an optimal conversion rate these days
• How to achieve an optimal conversion rate and deliver exceptional online account opening and enrollment and onboarding experiences for your members and prospective members
Speakers
2020 Speaker
Joe Phalen
Sales Team Manager, Q2 Gro