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

Wednesday, September 23, 2020 | 11 a.m. ET
Over the last decade, financial institutions have been focused on migrating consumers from the higher-cost physical distribution points (branches and call centers) to digital channels (online and mobile). While many consumers crown digital as their everyday banking channel, many FIs have struggled...
Wednesday, September 16, 2020 | 11 a.m. ET
Financially resilient customers are able to withstand and recover from temporary financial disruption or hardship. These resilient customers provide banks with higher lifetime value, greater loyalty, increased product adoption, and reduced delinquency and defaults. It then stands to reason that...

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