How to Optimize the
Onboarding Experience
for Credit Union Members
With account opening an important 2023 initiative, find out key steps on how to optimize the onboarding experience for your members and learn about various credit unions that have exceeded business objectives with us.
The SMB Acquisition Opportunity is Huge!
With 32.5 million small businesses in the economy, credit unions need to modernize to take advantage of the large opportunity.
Companies are looking for advanced, frictionless support from financial institutions – partnering with a fintech can make this possible.
Download the paper to learn more about what your financial institution should do in 2023 to meet member needs.
“I’ve been really pleased with our progress with the open platform today and I believe it is at least 18-24 months ahead of the market.”
Stuart Cook
Chief Digital & Product Officer, Valley Bank"We have been able to significantly improve the onboarding experience while penetrating the retail segment with small business products. This unique capability has added great value to our customers' experience."
Matt Adkins
Chief of Retail Banking Services, PlainsCapital Bank"Few partners have added the value that these guys have. A fantastic set of products and even a better team that not only gives you hard work but practical intelligence. They have been the source of many great ideas."
Chris Nichols
Director of Capital Markets, SouthState Bank"NCR Terafina offers a fully automated platform that helps create personalized experiences. This new partnership will help us uniquely address our members’ needs."
Jeff March
CEO, Citadel Credit UnionAs we continue to focus on providing an exceptional customer experience, we are excited to partner with a company like NCR Terafina. We strive to bring our customers the very best experiences and take pride in being consistently named one of America’s best banks.
