Developing an Effective Digital Account Opening RFP

Developing an Effective Digital Account Opening RFP

By Alissa Fry-Harris

Published on CUES Skybox blog on December 14, 2016

Critical Criteria to Consider

Prospective customers and members have demonstrated clearly their willingness to choose financial institutions that offer digital account opening. Adopting a leading-edge omnichannel capability is the best option for banks and credit unions that aim at account growth.

High-uptake digital account opening: How to get there now

High-uptake digital account opening: How to get there now

Published on CU/CB Insight December 1, 2016

Growth. Account acquisition. Mobile-first. Digital onboarding.

These are goals and trends driving change for financial institutions. Four out of five already offer digital account opening, or plan offer it within a year. The pressure is on to get there fast. But with high abandonment rates so far (35-80% according to MobileStrategyPartners) for digital opening, it’s clear that attention to execution and detail are as critical as speed. What’s the key to getting it right for your institution?

Multi-Purpose Email Platform Saves CU $10,000 Monthly

Multi-Purpose Email Platform Saves CU $10,000 Monthly

By Marian Raab

Published in Credit Union Journal
November 27, 2016

Clark County Credit Union was wasting a lot of paper and money last year. The $635 million CU was unable to provide e-statements to members who wanted digital access to their accounts.

The Window Remains Open For Digital Onboarding, For Now

The Window Remains Open For Digital Onboarding, For Now

By Marc Rapport

Published on Creditunions.com on November 9, 2016

Much opportunity still exists for credit unions to take advantage of the mobile channel for onboarding members and account and loan applications, but the window won’t stay open forever.

This Member Experience Will Be Bigger In 2017

This Member Experience Will Be Bigger In 2017

Published on CUToday.info on November 1, 2016

HENDERSON, Nev.—Many credit unions are working to implement an omni-channel member experience. But many are also being challenged by internal issues, including turf battles and a lack of communication.

Bluepoint Solutions believes that 2017 will be a tipping point for omni-channel delivery in financial services, but it’s not going to take place without some operational soul searching.

Alissa Fry-Harris, director of marketing at Bluepoint, said that to effectively implement an omni-channel experience, CUs must look inside as well as outside—examine new ways to simplify operations and eliminate internal friction that results in lost opportunities.

Published on CUToday.info on November 1, 2016

HENDERSON, Nev.—Many credit unions are working to implement an omni-channel member experience. But many are also being challenged by internal issues, including turf battles and a lack of communication.

Bluepoint Solutions believes that 2017 will be a tipping point for omni-channel delivery in financial services, but it’s not going to take place without some operational soul searching.

Alissa Fry-Harris, director of marketing at Bluepoint, said that to effectively implement an omni-channel experience, CUs must look inside as well as outside—examine new ways to simplify operations and eliminate internal friction that results in lost opportunities.