Transforming the account opening & onboarding customer journey

Financial institutions (FIs) have had to shift their business from one built on interacting with customers in brick-and-mortar locations to one that has become digital first. A number of technologies – digital identity verification, e-signature, biometrics, and more – are helping FIs reinvent how they interact with customers during the digital account opening and onboarding process.

Register today for this live webinar with Aite Group senior analyst Tiffani Montez, and OneSpan as they discuss how banks and FIs can build secure and personalized experiences that allow them to grow their digital channels.

Topics will include:

  • Insights from 24 in-depth interviews with senior executives at banks, vendors and consulting firms, as well as 1,400 consumers from various parts of the world
  • Strategies to remove major points of friction in the account-opening and onboarding experience
  • New and emerging technologies that can help FIs transform the account opening and onboarding experience
  • Innovative and user-friendly approaches to meeting Know Your Customer (KYC) requirements

Webinar registrants will receive a complimentary copy of the report from the Aite Group titled, “Transforming the Digital Account-Opening and Onboarding Experience”.



February 19, 2019
Tuesday, February 19, 2019 | 2 p.m. ET

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.