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

Friday, April 3, 2020 | 10 a.m. ET
Clients, please be sure to login to view the full on-demand recording of the webinar. If you’re not a client and you’re interested in viewing the on-demand recording of the webinar, please click here. As governments around the world attempt to defend against COVID-19,...
Thursday, February 20, 2020 | 11 a.m. ET
Transform your customer’s banking experience with chat commerce For many of us, time is our most precious commodity. Do you want to save your customers time? Want to give them convenience and easy payment services that help them take care of their banking needs anytime, anywhere? Transform your...

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