I think it’s really a must-attend event for CX professionals. I’ve gone to other events in the past and this surpasses all of them.
Is Your Onboarding Process Driving Customers to the Competition?
A Virtual Whisky Tasting Session
December 14th, 4 PM – 5:30 PM CT
Here’s what we’ll discuss:
Improving the digital account opening experience is mandatory for any financial institution wanting to support a strong customer acquisition strategy.
Since 2019, there have been more checking accounts opened through digital channels than in person. Unfortunately, traditional onboarding tools haven’t kept up with this move to digital. They aren’t designed to help with digital identity verification, making it challenging to recognize and combat stolen ID / synthetic ID fraud. Additionally, these KYC tools don’t work well for unbanked or under-banked applicants, resulting in a time consuming, complicated, high-friction process for the applicant to prove their identity.
In this interactive roundtable, Barret Kaubisch, Senior Manager for Ekata’s Financial Services segment will lead the group in discussion around the future of onboarding, with topics such as:
- The challenges with traditional onboarding processes, and the impacts to your business
- Technologies available to address these gaps
- How to use global data, sophisticated data science, and machine learning models to enhance legacy KYC and onboarding tools
4:00 PM – 4:10 PM
Session & Participant Intro
4:11 PM – 4:30 PM
Guided Whisky tasting by an expert
4:31 PM – 5:20 PM
Interactive discussion on the topic
5:21 PM – 5:30 PM
Senior Manager for Ekata’s Financial Services segment
Barret Kaubisch is a Senior Manager for Ekata’s Financial Services segment. He works closely with businesses in financial services and payments to create seamless experiences for their customers while fighting fraud. Barret is passionate about increasing access to financial services through the use of digital identity verification. He has been with Ekata since before the Mastercard acquisition in 2021, and he holds a BA in History & Political Science from the University of Washington.
Who should apply for an invitation?
Participation in this Virtual Whisky Appreciation is free of charge to qualified attendees. Once you’ve completed the registration, we’ll confirm your invitation and send you a calendar invite with a link to the meeting.
Register to Attend
Here’s what attendees at past events have said:
A lot of other conferences I’ve gone to are driven off a podium, someone presenting me a solution before they understand my problem. Here I have an opportunity to talk to my peers and learn from them.
I’m not part of some enormous crowd out there. I’m getting lot of interaction, hearing from people, their own personal stories. Individual examples of how people are leveraging their CX skills in their industry, in their business, in the work that they do everyday.
Very intimate, Very one-on-one! You are able to really get a lot of candid responses, so we’re getting a ton of value from that and a lot of valuable insights.