Common Sense Virtual Roundtable:

Accelerate Customer Acquisition with Streamlined Identity Verification and Onboarding Strategies

January 20th, 1 PM – 2 PM CT

Presented by

Here’s what we’ll discuss:

For decades, most financial institutions have primarily used their brick-and-mortar locations to interact with customers and it worked — until it didn’t. According to a recent Deloitte report, 35% of consumers have increased their online banking usage over the past two years.

This shift has presented a great opportunity for financial institutions that are able to pivot to digital to grow their customer base and attract new and underbanked populations. However, this shift has also amplified the pressure to provide the fast and frictionless digital experience that many modern consumers have become accustomed to. So, how do financial institutions toe the line of minimizing friction for consumers during account opening without inviting fraud?

In this interactive roundtable, Kurt Weiss, Director of Financial Services at Ekata, a Mastercard company, will lead the group in discussion around topics, such as:

How the rapid shift towards digital onboarding has affected your onboarding process
Effective ways to create new onboarding strategies that deliver the right level of friction based on customer risk level, remove friction for good customers, and reduce abandonment rates
How banks can improve the efficacy of identity verification processes without excessive capital expenditure

Solution Expert

Kurt Weiss

Director of Enterprise Sales at Ekata

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.

REGISTER NOW

Who should apply for an invitation:

If you’re focused on

Risk & Fraud prevention, CNP Fraud, Account Onboarding

Evaluating solutions for Identity verification & ATO

You have buying authority for your company

Participation in the Virtual Roundtable 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.

If you don’t qualify, we’ll suggest other learning events that may be a better fit for you.

Here’s what attendees at past events have said:

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.

Kimberly Carpenter

Director, Large Business Customer Experience, NRG Energy

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.

Ryan Smith

Sr. Director Care Strategy & CX, GoDaddy

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.

Nicholas Zeisler

Principal, Zeisler Consulting

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.