#United States #Plano #Alkami Technology #MANTL #Grow Financial

Webinar Announcement: Transforming Account Opening with MANTL and Grow Financial

In a world where customer expectations are continually rising, financial institutions find themselves at a crossroads. To adapt and thrive, they must go beyond mere digital account openings and create a seamless experience that bridges all channels—be it online, in-branch, or through lending solutions.

MANTL, a platform dedicated to modernizing financial processes, is at the forefront of this transformation. On Monday, October 5 at 2 p.m. ET, MANTL will host an enlightening webinar featuring Grow Financial Federal Credit Union. This session will showcase how Grow Financial has revolutionized its account opening process to enhance member growth, operational efficiency, and foster deeper relationships.

Key Speakers

The webinar will feature:

• - Jared Barr, Chief Experience Officer at Grow Financial
• - Haley Anderson, Assistant Vice President of Digital Experience at Grow Financial
• - Paul Koehl, Senior Director of Sales at Alkami, who will share insights on the integration of MANTL within Grow Financial’s strategy.

Significant Transformations

As part of this event, attendees will learn how Grow Financial achieved the remarkable feat of increasing its account opening volume by over three times all while cutting down the online account opening time to less than three minutes and in-branch time to under five minutes. It’s a powerful example of how technology can significantly enhance member experiences in the financial sector.

During the session, participants will discover:
1. Modernization Across Branches: Understand how Grow Financial modernized account openings across its 26 branches, facilitating a connected experience between physical and digital banking channels.
2. Rapid Account Opening: Learn how decreasing the account opening time played a pivotal role in enhancing the member experience and contributed to the significant uptick in account openings.
3. Support for Additional Accounts: Explore the strategies employed by the credit union to allow members to effortlessly open new deposit accounts, thereby increasing their overall relationship with the institution.
4. Operational Efficiency: Find out how the change led to fewer than 25% of applications requiring manual review, leading to improved operational efficiency.
5. Unified Origination Journey: Discover how the MANTL Point-of-Sale (POS) system is creating a single connected front for deposit and loan origination, paving the way for streamlined processes.
6. Enhanced Onboarding: Uncover the features that strengthen member relationships, such as debit card attachment and pre-enrollment during onboarding.

A Member-Centric Focus

As Jared Barr articulately put it, “Our members do not think in terms of deposits, loans, branches, and digital channels. They think about what they need to accomplish.” This perspective reflects the essence of how Grow Financial shapes its services around member needs rather than internal processes, thereby facilitating a more engaging and fulfilling connection.

By prioritizing a connected origination journey, Grow Financial not only improves member satisfaction but also empowers its staff to be more attentive and responsive. The outcome is a stronger foundation for sustainable growth in a rapidly changing financial landscape.

Registration Information

To join this insightful session and learn how your organization can implement similar strategies, register here.

For more information on Anticipatory Banking and the Alkami Digital Sales & Service Platform, visit their website.

About Alkami

Alkami is a pioneering provider of digital sales and service platforms for U.S. banks and credit unions. Their unified solutions not only support onboarding and digital banking but also integrate essential data and marketing features, helping institutions to foster engagement and build lasting relationships.

About Grow Financial

Founded in 1955, Grow Financial is a not-for-profit financial institution that emphasizes community service above profit. Serving nearly 300,000 members across the Southeastern United States, Grow Financial offers a variety of personal and business banking services that cater to the unique needs of their community.