AI: Transforming the Digital Account-Opening and Onboarding Experience

Given customers’ rapidly rising expectations for digital banking experiences to match the integrated experiences they receive in other industries, financial institutions are under pressure to deliver a customer-centric, mobile-first digital experience that starts upon account opening. Artificial intelligence is one technology that can help FIs reinvent how they interact with customers during the digital account-opening and onboarding process.

Join Aite Group senior analyst Tiffani Montez as she discussed how FIs can build personalized experiences that allow them to grow their digital channels through the use of AI.

Key discussion points included:

  • The state of the account-opening and onboarding experience
  • Challenges that still exist from customer and employee perspectives
  • How AI can transform the process and what FIs need to do to take advantage of AI


Clients of Aite Group's Retail Banking & Payments practice can access the full webinar on-demand by logging into our website.

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AI: Transforming the Digital Account-Opening and Onboarding Experience

May 22, 2019
Wednesday, May 22, 2019 | 11 a.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.