Transforming by Elevating the Customer Experience

The retail banking and payments ecosystem is in the midst of unprecedented transformation. The customers, not the bank or the merchant, will dictate the type of digital experience they expect. Understanding consumers’ increasingly complex path to transact, including which channels they use to explore, buy, and engage, has become a challenge for many market participants. Critical to success is not only arming your institution with the right products and services to meet new customer expectations but also providing an experience that matches those offered by digital retailers and fintech companies. The user experience bar has risen, and your competition is no longer just the bank next door. A strong focus on making every interaction and transaction as simple and streamlined as possible will be key to success.

Join Aite Group research director David Albertazzi along with senior analysts Thad Peterson, Tiffani Montez, Talie Baker, Leslie Parrish, and David Shipper for a dynamic one-day event exploring key customer experience issues. Hear about the findings from our recent financial wellness study of U.S. consumers about their challenges and expectations for their financial services providers as well as key tactics that can be implemented for an enhanced customer experience. Hear from industry thought leaders about how the right onboarding experience can jump-start a deeper relationship.

Key Reasons to Attend:

  • Participate in interactive panel discussions covering some of the industry’s hottest topics, including banking and payments technology innovation and user experience enhancements, customer onboarding, and the growing role of fintech companies. The sessions will also explore what is necessary to meet new customer expectations around money management, payments, and lending.
  • Network and exchange ideas with bank and credit union executives as well as leading technology providers and thought leaders.
  • Hear from Aite Group analysts about key trends impacting your business and recommendations for how to best position your organization for future success in today’s evolving industry.
Who Should Attend:

Senior-level banking executives and financial industry leaders, including leading technology providers, focused on banking and payments technology innovation and user experience enhancements, customer onboarding, and the growing role of fintech companies and what is necessary to meet new customer expectations around money management, payments, and lending. Titles include customer experience officers, digital banking executives, heads of retail banking, chief credit officers, heads of experience design, payment executives, product development executives, CX managers, and omnichannel managers.

Aite Group Event Chairs and Moderators

David Albertazzi
Research Director,
Aite Group
Talie Baker
Senior Analyst,
Aite Group
Tiffani Montez
Senior Analyst,
Aite Group
Leslie Parrish
Senior Analyst,
Aite Group
Thad Peterson
Senior Analyst,
Aite Group
David Shipper
Senior Analyst,
Aite Group

Additional speakers to be announced soon.

Agenda at a Glance*

Thursday, November 5, 2020

9:00am – 9:15am                       General Session - Opening Keynote

9:15am – 10:00am                     General Session

10:00am – 10:20am                   Networking Break (Sponsor Showcase)

10:20am – 11:00am                   Concurrent Tracks

11:05am – 11:45am                   Concurrent Tracks

11:45am – 12:45pm                   Networking Lunch

1:00pm – 1:45pm                        Concurrent Tracks

1:45pm – 2:25pm                        Concurrent Tracks

2:30pm – 2:50pm                        Networking Break (Sponsor Showcase)

2:55pm – 3:35pm                        Concurrent Tracks

3:40pm – 4:20pm                        General Session

4:20pm – 4:30pm                        Closing Comments

4:30pm – 5:30pm                        Networking and Cocktail Reception

*Subject to Change

Sponsors to be announced soon.

Interested in sponsoring this event?
Please contact us at info@aitegroup.com today to discuss our sponsorship opportunities!