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Digital Transformation and Strategic Web Funnel Development for Credit Union
  1. case
  2. Digital Transformation and Strategic Web Funnel Development for Credit Union

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Digital Transformation and Strategic Web Funnel Development for Credit Union

launchpadlab.com
Financial services
Business services
Information technology

Challenges in Digital Banking Transition

Need to modernize online presence to compete with digital-first banks, improve website user experience and accessibility, and create a scalable platform for future growth while maintaining local Texas identity and trustworthiness.

About the Client

Regional credit union serving 57,000+ members with $800M+ in assets, operating in Austin area since 1967

Digital Transformation Goals

  • Enhance user experience and accessibility across all digital touchpoints
  • Implement headless CMS for content management flexibility
  • Integrate Salesforce CRM for automated lead capture
  • Develop interactive financial tools to boost engagement
  • Achieve ADA compliance and continuous accessibility monitoring

Core System Functionalities

  • ADA-compliant accessibility framework
  • Interactive mortgage and savings calculators
  • Dynamic content personalization engine
  • Intelligent site search functionality
  • Salesforce-integrated lead generation forms

Technology Stack Requirements

Headless CMS architecture
React Static framework
Heroku deployment platform
Siteimprove compliance tools

System Integration Needs

  • Salesforce CRM integration
  • Real-time financial data APIs
  • Automated compliance monitoring tools
  • Content delivery network (CDN)

Performance and Compliance Standards

  • Sub-2 second page load times
  • WCAG 2.1 AA accessibility compliance
  • 99.9% system uptime SLA
  • Scalable cloud infrastructure
  • Enterprise-grade security protocols

Expected Business Outcomes

Projected 40% increase in online account openings, 30% reduction in content management overhead, enhanced SEO performance through static site optimization, and improved customer trust metrics through localized digital experiences.

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