The Digital-First Credit Union: How to Balance Digital with a Human Touch for your Members

Webinar presentation title slide

Recorded on: September 15, 2022


  • Patrick Albert, Senior Solutions Architect 
  • Ryan Kelly, Senior Account Executive  

Credit unions have a strong understanding of the importance of executing transactions digitally for their members, be it for loan applications, mortgage renewals, member servicing, or onboarding.  

With hybrid – in-person and remote – offerings now being part of the new world we operate in, credit unions are extending these services remotely to their members. Digital agreement processes involving eSignatures are essential in these conditions. 

In this 45 minute webinar, we explore the top processes for credit unions to digitize, including how to replicate in-person transactions with a hybrid model that combines digital with a human touch.   

Key takeaways include: 

  • How to build new digital experiences – and optimize existing ones – to meet the needs of today’s digital-first members. 
  • Tips and automation use cases for transitioning from in-person to remote processes. 
  • Walkthrough and technical steps in the eSignature implementation process. 
  • How to replicate in-person transactions through digital platforms.

Bonus: Thinking about switching e-signature providers? This is your chance to get a real sense of what’s involved in switching and migrating your e-signature integration. We cover that too!