Deadline Extended! Online Account Opening Workflow Research


EDITOR's NOTE: Deadline extended to March 31, 2018!

One of CUCollaborate's goals as a company is to help consumers find, join, and borrow from credit unions. Want to help us learn how to make it easier for consumers to JOIN credit unions and increase your credit union's marketing ROI?

If you would like to participate and receive our findings please contact us for the template at All data are due by March 31, so please hurry!

What you'll get: A FREE copy of CUCollaborate's research findings as a thank you for participating - a $2,500 value. We'll compare each credit union's data to identify the impact the way common action steps are accomplished as well as their order has on abandonment. You can then use this information to identify ways your credit union can improve its digital account opening workflow. 

What we're requesting: Share the number of consumers that reached each step/page of their online account opening workflow between Aug. 1, 2017, and Jan. 31, 2018.

Again, CUCollaborate's findings will be provided for FREE to participating credit unions. We already have several large, digitally-focused credit unions participating in the project. Join your peers today!

February 08, 2018