New credit union members have high expectations for a smooth, efficient and personalized level of service – and that includes their onboarding process. And while many credit unions have digital banking apparatus already in place, this often doesn't extend beyond day-to-day activities – even as a majority of consumers have stated they opened a financial account online in the past six months. Here, I'll offer a few best practices for building a digital-first onboarding experience that matches the reputation that credit unions pride themselves on.
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