Tiffani Montez

Tiffani Montez

Senior Analyst

Areas of Expertise: Chatbot/Voice Assistant Technology, Customer Onboarding, Customer Relationship Management (CRM), Digital Content Marketing, Marketing Analytics, Personal Financial Management

Tiffani Montez is a Retail Banking senior analyst at Aite Group covering digital channel interactions, marketing analytics, artificial intelligence, chatbots, and financial wellness.

Ms. Montez has deep experience in global financial services with more than 20 years of experience in strategic planning, strategic execution, and consumer experience design. She has the unique ability to not only build strategies but also provide the strategic guidelines for executing complex strategic plans to deliver results. 

Prior to joining Aite Group, Ms. Montez held executive-level positions at Wells Fargo, building digital experiences for various product groups such as home lending, personal credit, wealth, brokerage, and retirement, and was a principal analyst at Forrester Research, covering topics such as mobile banking, digital financial management, multichannel banking, and next-generation sales strategies. Most recently, Ms. Montez was the VP of operations at Terafina, helping banks and credit unions transform their customer experience through an omnichannel strategy. Ms. Montez’s unique blend of experience as a practitioner, analyst, and vendor solution provider gives her the foundation to be able to provide thought leadership to clients through all lenses of the financial services ecosystem. 

Ms. Montez has been a guest speaker at Net.Finance and the Consumer Bankers Association, among other industry conferences. She has been quoted in Forbes and American Banker on the future of mobile banking. She holds an M.B.A. Executive from the W.P. Carey School of Business and a B.A. in Business Information Systems.

Webinars

Tuesday, March 9, 2021 | 12 p.m. ET
It’s becoming more challenging to acquire and retain customers in today’s digital environment. By aligning objectives around what the consumer wants and not around what products you want to sell them, organizations can transform how they engage with their consumers to better deliver the right...
Tuesday, February 23, 2021 2:00 p.m. ET
Financial institutions today are under pressure to build digital-first banking experiences that that fully engage customers online. Personalizing the digital experience and equipping customers with the tools needed to meet their financial goals is key to transcending traditional banking experiences...

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