How to save 100+ hours a month on in-branch account opening

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.

In less than a year after partnering with MANTL, Financial Plus Credit Union overhauled a legacy online account opening process that still required every new account to be reviewed manually and digitized a lengthy in-branch account opening process:

• Saving over 100 hours a month on in-branch account opening while deepening member relationships and increasing NPS
• Reducing the steps to open a new account in-branch from 100 to 15
• New members can now open a share account on any banking channel in an average of four minutes

Learn how Financial Plus Credit Union transformed the account opening experience across its 12-branch network to grow member relationships, improve operational efficiency, and provide the state of Michigan with a superior banking experience.

Download report