Discover How Modern Account Opening Strategies Helped Credit Union West Achieve $400 Million Deposit Growth

Transforming Account Opening: A Case Study on Credit Union West

The world of finance is evolving, and institutions are increasingly pressured to innovate how they serve customers. This is especially true for credit unions, which must compete with traditional banks while also maintaining a personal touch. Credit Union West has taken significant strides in modernizing its account opening process, showcasing a remarkable growth trajectory. In an upcoming webinar, hosted by MANTL, the technology behind this transformation will be unveiled, demonstrating how the credit union achieved an astounding $400 million in deposit growth.

Overview of the Webinar

The webinar titled "A $400M Growth Story: How Credit Union West Modernized Account Opening to Drive Growth" is set to take place on July 15, 2026, at 2:00 PM ET. The event will feature insights from Danielle Green, the vice president of retail delivery at Credit Union West, alongside David Carlson, the vice president of new logo sales at Alkami. Attendees will learn about the unified omnichannel strategy that not only streamlined the account opening process but also created a seamless experience for customers and staff alike.

Addressing Consumer Expectations

Today's consumers expect account opening processes to be quick and intuitive—attributes that institutions must prioritize to remain competitive. Credit Union West recognized this need and collaborated with MANTL to create a more cohesive banking experience across both physical branches and digital platforms. By doing so, they transformed account opening from a mere procedural task into a strategic growth engine.

Key Achievements

Since implementing a modern account opening framework, Credit Union West has reached several milestones that highlight its successful transition:

1. Record Growth in Membership and Deposits: The credit union exceeded its growth objectives for both membership and deposits in 2025. This not only helped in acquiring new members but also reinforced the loyalty of existing ones.
2. Rapid Account Opening Process: The time taken to open retail accounts was reduced to roughly five minutes, with enhancements made to business account procedures, including the debut of online business account openings.
3. Impressive Financial Gains: Several branches reported generating over $15 million in new deposits during their inaugural year utilizing MANTL, with one branch hitting a staggering $55 million.
4. Operational Efficiency: The credit union saved over 3,753 hours of employee time during branch account openings in 2025. This allowed employees to redirect their focus toward relationship-building and member service, rather than being tied up with administrative tasks.

Voices from Credit Union West

Danielle Green emphasized the transformative impact MANTL has had on the organization. "MANTL has completely changed how we engage with our business and consumer members and has supercharged growth across membership, deposits, and product types," she remarked. Green noted the essential nature of a unified omnichannel experience where all banking channels connect seamlessly, allowing for an intuitive onboarding journey for members.

A Call to Action

The forthcoming webinar is an excellent opportunity for finance professionals and stakeholders interested in understanding how streamlined processes can lead to significant growth. Registration for the complimentary session is available online.

The success story of Credit Union West serves as a powerful reminder of what can be achieved when institutions adopt modern technology and genuinely prioritize the customer experience. With the financial landscape continuously changing, such transformations are not just beneficial—they are essential for survival and growth in a competitive marketplace.

For those already looking toward the future of banking, this event provides valuable insights into the operational changes that are shaping the industry. Don't miss the chance to learn how to leverage technology to foster growth and enhance member engagement.

For more details and registration, click here.