Today’s members and business owners expect fast, intuitive account opening experiences—whether they’re opening an account online, in a branch, or anywhere in between. At the same time, credit unions are looking for new ways to drive growth, improve efficiency, and strengthen relationships in an increasingly digital-first banking environment.
Credit Union West is proving that modern account opening can turn every banking channel into a growth engine. By partnering with MANTL, Credit Union West unified retail and business account opening across digital and in-branch channels, launched online business account opening for the first time, and raised nearly $160M in new deposits in just over a year. The credit union also exceeded its annual membership goals, reduced retail account opening to approximately five minutes across channels, and saw multiple branches surpass $15M in new deposits.
In this conversation, Danielle Green, Vice President of Retail Delivery at Credit Union West, joins David Carlson, VP of New Logo Sales at Alkami, to discuss how a modern, omnichannel account opening strategy transformed the member experience, empowered branch teams, streamlined business onboarding, and delivered measurable deposit and membership growth. Together, they’ll explore how credit unions can reduce friction, improve operational efficiency, and turn digital transformation into a competitive advantage.
Key takeaways:
- Account Opening as a Growth Strategy: Learn how Credit Union West exceeded its annual membership and deposit goals with modern account opening.
- The Future of Omnichannel Banking: Discover how a unified account opening experience across digital and in-branch channels helps meet members wherever they choose to bank.
- Reimagining the Branch Experience: Explore how modern account opening technology can empower universal bankers, reduce operational friction, and help branch teams focus more on relationship-building.
- Frictionless Business Member Onboarding: Learn how digitizing business account opening can help better serve local businesses while accelerating onboarding and strengthening community relationships.
- Efficiency That Fuels Better Experiences: See how Credit Union West saved more than 3,753 staff hours on in-branch account opening in 2025 with automation, guided workflows, and streamlined compliance processes that improve both the member and employee experience while driving operational efficiency.
