Winning Over the Digital Banking Customer

 

It’s common knowledge that branch traffic has been slowly and steadily declining. Now that consumers increasingly turn to digital channels to meet their everyday banking needs, financial institutions are being forced to revisit the role the branch will play in the future. Specifically, FIs have to create digital capabilities that provide better insight and advice than consumers get in a branch and must determine how to complement the digital experience by focusing on the branch interactions that drive value. To do that, FIs will need to balance their investment in branch expansion with their contribution toward improving the digital experience.

Register today and join Aite Group senior analyst Tiffani Montez, Kasisto chief product officer and co-founder Dror Oren, and TD Bank Group's Dean Tseretopoulos for a lively discussion as they explore digital banking adoption trends, how consumers manage their finances today, where they need financial guidance, and how a digital-first strategy can help FIs transform the role of the branch and the overall banking experience.

Key discussion points will include:

  • A discussion of the current state of digital banking engagement
  • An examination of where the digital experience falls short in helping customers meet their financial goals
  • An exploration of how AI can help FIs win over digital banking customers and what FIs need to do to take advantage of AI

Speakers: 

Tiffani Montez
Senior Analyst
Aite Group
Dror Oren
Chief Product Officer & Co-Founder
Kasisto
Dean Tseretopoulos
AVP, Emerging Capabilities 
TD Bank Group

 

Dror is Chief Product Officer & Co-Founder at Kasisto, creators of KAI Banking, the leading conversational AI platform for the finance industry. Kasisto counts DBS Bank, Mastercard, Standard Chartered, TD Bank, and Wells Fargo among its customers as well as other leading financial institutions who are changing the face of banking with KAI to create engaging consumer experiences and drive business results. 
 
In 2013, Dror co-founded Kasisto, a spin-out of SRI International, world-renown research center with decades of innovation creating new industries and billions of dollars in market value – including the discovery and design of ground-breaking products, technologies and industries – from Siri and online banking to medical ultrasound, cancer treatments and much more. 
 
He has over 15 years of experience in software engineering, marketing, and product management. Prior to Kasisto, Dror was an executive director in the Ventures group at SRI International, where he focused on commercializing Artificial Intelligent technologies and spinning out companies such as Tempo.ai (acquired by Salesforce) and Desti (acquired by Nokia). Before that, he held product roles at NICE Systems and VMWare. 

Dean Tseretopoulos is a Product Management and Business Development Professional with experience implementing business strategic developing new products and services, and managing relationships, for both large companies and startups.  He's been with TD Bank Group for 6 years, and currently leads the Emerging Capabilities team in Digital. His past product management experience includes mobile communications and digital marketing.  

For more information about this topic or other Aite Group services, please contact us at info@aitegroup.com.

For more information about Kasisto, please contact sales@kasisto.com.

This webinar sponsored by Kasisto and is available to the public to view on-demand below.

 

SPONSORED BY 

Type: 
Webinar
Date: 
June 18, 2019
When: 
Tuesday, June 18, 2019 | 10 a.m. ET
Speakers: 

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.