Remove the friction: Streamline the Experience for Financial Institutions

The branch visit is the last mandatory step in a lot of credit union workflows, and it is there because something in the packet needs a notary. That lands hardest on the members least able to satisfy it: the one who moved out of your field of membership but kept their accounts, the one managing a parent's affairs from two states away, the one whose work hours match your branch hours exactly.

Watch the on-demand session to see how institutions digitize these workflows and what the member experiences. You will leave knowing:

• Credit unions can execute member transactions fully online when notarization is available on demand rather than by branch appointment.
• A notary network combined with in-house notary support lets an institution use its own staff where required and fall back to on-demand capacity after hours.
• Member account fraud is largely authorization fraud, so the control has to verify the person making the request rather than the standing of the account.
• Home equity and consumer lending show the clearest cycle-time gains, since the notarized document is usually the last blocking item in the file.