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.
December 8th, 6:00 PM - 8:30 PM ET, Successfully Held
Is Your Onboarding Process Driving Customers to the Competition?
Networking & Dinner
at Carne Mare, New York
6:00 PM - 8:30 PM ET, Successfully Held
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, Trenton Spratling, Senior Account Executive – Financial Services of Ekata, a Mastercard company 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
Dinner at Carne Mare, New York
89 South St, New York, NY 10038, United States
Located on the Seaport’s Pier 17, the two-story space by Martin Brudnizki Design Studio offers striking views of the Manhattan waterfront and the Brooklyn Bridge. The ground floor features ample seating indoors and out, a wrap-around bar, and a wood-fired oven. A grand staircase spirals up to a handsome, banquette-filled dining room and open chef’s kitchen.
View on map
6:00 PM – 6:15 PM
Welcome and Registration
6:16 PM – 7:15 PM
7:16 PM – 8:15 PM
Dinner & Networking
8:16 PM – 8: 30 PM
Conclusion & Closing
This is an executive peer group meeting for 8-10 Risk & Fraud senior executives. We use a conversational, story-telling approach that works best when everyone participates. This is NOT a webinar or any kind of one-way presentation.
Who should apply for an invitation?
Participation in this In person peer discussion 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 directions to the meeting hall inside Carne Mare.
We will follow COVID guidelines mandated by the government and the Venue.
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.