New Tech for Online Account Opening and Onboarding

About the Podcast

High abandonment has plagued online account opening (OAO) and onboarding for some time. But this is changing, thanks to innovative new technologies. In this episode, we're discussing how credit unions can now incorporate these available technologies to produce easier, faster OAO and onboarding that delivers a satisfying experience to members, prospective members, and even staff.    

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Presented By

Joe PhalenJoe Phalen, Sales Team Manager, Q2 Gro 

Joe Phalen is the Q2 Gro Sales Team Manager. He has 10 years of experience in the Financial Technology Industry with a specific focus on developing and bringing to market innovative tools to increase growth for financial institutions. Previously, Joe was engaged in product development and management at Intuit Services/DI and sales and account management at NCR.