The upcoming session, produced in partnership with Callahan & Associates, will examine how the credit union modernized operations across 26 branches. Executives from Grow Financial, including Chief Experience Officer Jared Barr and Assistant Vice President of Digital Experience Haley Anderson, will join Alkami’s senior sales director, Paul Koehl, to discuss the transition toward a singular, connected member journey.

Key to this shift is the integration of the MANTL Point-of-Sale system, which enables members to manage deposits and loans through a unified interface. Beyond the reduction in application times—now under five minutes for in-branch requests—the organization has significantly lowered manual review requirements. Currently, fewer than one in four applications necessitate human intervention, allowing staff to pivot from administrative tasks toward member advisory roles. The discussion will specifically focus on how these streamlined onboarding workflows, such as debit card attachment and pre-enrollment, contribute to long-term relationship growth.