Use case: Online account openings

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Use case: Online account openings

Goal

Coast Capital Savings is a member-owned federal credit union offering personal, business, and commercial real estate banking services. In preparing to expand across Canada, Coast Capital was looking to improve its online account opening process for both individuals and small businesses.

Challenges

  • Employees were spending days working through unnecessary manual fraud prevention steps for new online account openings
  • Needed to offer online account openings for businesses
  • Create a streamlined customer experience online and in-branch

Solutions

  • Added essential fraud prevention and identity integrations
  • Created easy-to-use online account opening for businesses
  • Automated the online account opening processes across provinces
  • Aligned online and in-branch processes

Results

  • Fraud prevention process went from 2 days to <5 mins
  • Drove a 30 minute time saving for in-branch account openings
  • 20,000+ new accounts
  • 10,000+ hours of employee time saved

 

About us

Bits In Glass is an award-winning software consulting firm. We combine our deep industry expertise and experience with the best names in technology to provide innovative solutions to your unique business challenges. Our expert consultants excel at solving complex technical problems across industries and verticals, specializing in healthcare, financial services, insurance, and the public sector. Let us help you improve operations, drive better customer experiences, and return more to your bottom line.

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