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-Novarica 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-Novarica, 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

Wednesday, June 9, 2021 | 2:00 p.m. ET
Real-time human assistance is the new competitive space in remote banking. Research shows that consumers and businesses turn to channels where they can get human help when banking activities are complex and high value (think account opening and wealth management). But how do banks and other...
April 21, 2021 | 1:00 p.m. ET
Over the last decade, regional banks have migrated customers from higher-cost physical interaction points—branches and contact centers—to digital channels—online and mobile. The COVID-19 pandemic has accelerated that transformation with consumers now crowning digital as their everyday banking...

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