Future Of Digital Onboarding & Customer Experience For FI Virtual Summit Date - 15th June, 2024
Time - 9:00 AM BST

Discover how financial institutions are reinventing onboarding and customer experience to streamline processes, strengthen trust, and enhance customer engagement.

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About Us

Transforming Digital Engagement in Financial Services

The Future of Digital Onboarding & Customer Experience for Financial Institutions Summit unites senior banking leaders, fintech innovators, and CX transformation experts to explore how modern technology is reshaping customer lifecycle journeys. This summit focuses on delivering faster, seamless, and secure onboarding experiences that strengthen customer trust and boost long-term retention.

Through expert-led presentations, hands-on case studies, and forward-thinking panel discussions, attendees will uncover strategies for AI-enabled onboarding, biometric identity verification, fraud mitigation, workflow automation, and omnichannel engagement. Gain practical guidance and insights into tools and methodologies that eliminate friction, enhance compliance, and streamline customer activation across digital channels.

Designed for professionals in customer experience, operations, digital strategy, risk management, and IT, this event provides actionable frameworks to enhance loyalty, improve operational performance, and create a competitive advantage. Connect with global innovators and explore future-driven solutions shaping the next evolution of onboarding and customer experience in financial services.

Why Attend?

Gain practical insights, real strategies, and valuable connections to accelerate digital growth and innovation.

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Digital Sessions

Live expert-led sessions packed with actionable takeaways.

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Digital Panel Discussions

Insightful discussions with industry leaders and innovators.

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Digital Network

Connect and collaborate with professionals worldwide.

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Virtual One-to-One Meetings

Focused meetings to build partnerships and close deals.

Highlights

100+

Expert-Led Sessions

Gain actionable insights through live presentations, fireside chats, and panel discussions led by global experts.

120+

World-Class Speakers

Learn from influential thought-leaders who are shaping the future of digital transformation and innovation.

125+

High-Value Networking

Connect with professionals, decision-makers, and industry innovators to build meaningful business collaborations.

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Our

Discussion Point

As digital innovation accelerates, financial institutions must deliver onboarding and customer experiences that are fast, secure, and tailored to individual needs. The Future of Digital Onboarding & Customer Experience Summit brings together top leaders from banking, fintech, and customer experience to explore innovative strategies that are redefining how organizations engage and retain customers.

The summit will showcase advancements in AI-driven onboarding, biometric identity verification, workflow automation, omnichannel experience design, and real-time analytics. Attendees will gain actionable insights through expert-led presentations and real-world case studies, learning how to eliminate friction, enhance compliance, strengthen security, and deliver intuitive, high-impact customer journeys that boost satisfaction and operational efficiency.


Key Highlights:

  • Frictionless Onboarding: Learn how modern onboarding frameworks speed up account opening while maintaining strict compliance and security.
  • Personalized Digital Experience: Discover how AI and analytics enable tailored interactions that enhance satisfaction and lifetime value.
  • Automation & Intelligence: Explore how predictive insights and workflow automation streamline operations and improve service delivery.
  • Future-Ready Transformation: Understand emerging technologies, regulatory trends, and scalable CX strategies shaping financial innovation.
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Topics We Cover

Digital Onboarding & KYC Automation
Customer Experience (CX) Strategies
Omnichannel Engagement
AI & Automation in Financial Services
Fraud Detection & Security
Personalization & Analytics
Regulatory Compliance & Risk Management
Customer Journey Mapping
Digital Identity & Verification
Workflow Optimization
Fintech Innovation & Trends
Future of Banking & CX

Industries

Banking & Financial Services
Fintech & Payment Solutions
Insurance
Investment & Wealth Management
Credit Unions
Mortgage & Lending Services
Capital Markets
Regulatory & Compliance Bodies
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WHO SHOULD ATTEND?

JOB TITLES

CXOs, VPs, Directors, Heads, Managers & Specialists in -

  • Digital Banking & Operations
  • Customer Experience & Engagement
  • Risk & Compliance
  • Digital Transformation & Innovation
  • Product & Service Design
  • Workflow & Process Management
  • AI & Analytics in Financial Services
  • Fintech Solutions & Implementation

Our Speakers

Hear from global leaders in digital banking, CX, and fintech sharing insights, strategies, and real-world success stories.

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Past Webinars

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Future of Connected CLM: Bridging Legal, Sales & Procurement Read More..

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Future of Connected CLM: Bridging Legal, Sales & Procurement Read More..

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Future of Connected CLM: Bridging Legal, Sales & Procurement Read More..

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Our Testimonials

Thank you for the great session. Reimagining Customer Experiences with Proactive Customer Care

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Karen Mascarenhas Manager, Demand Generation - Uniphore

It was a pleasure working with you on this webinar. Future of AIOP’s for Businesses

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Jennifer Mavaseh Director of Business Development -Nastel Technologies, Inc.

Thank you so much for all ur support for the event. Future of Expense Management for Businesses

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Elise Dumolin Field Marketing Manager -DACH -Nintex

Thank you again for your assistance with hosting the event and I turned in for a brief period and was very happy with how smoothly things were running.. Future of Digital Process Automation for Businesses

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Cameron Regional Marketing Specialist, APAC - Akeneo

Faq

frequently asked questions

This event is designed for industry professionals, decision-makers, technology leaders, innovators, and solution providers who want to explore the latest trends, strategies, and real-world insights related to the summit topic.

Yes, this is a paid event. Once registered, you’ll receive full access to the live sessions, networking opportunities, and post-event resources depending on your ticket type.

After completing your registration, you will receive a confirmation email along with the event access link and instructions. You can join from any device with a stable internet connection.

Yes, attendees will receive access to the on-demand event recordings after the summit, allowing you to revisit important discussions and insights.

Absolutely. The summit includes interactive sessions, live Q&A with speakers, and virtual networking spaces to connect with industry peers and experts.

If you are interested in speaking or sponsoring, please reach out to us through our contact page or send an inquiry to our team. We will get back to you with available opportunities and partnership benefits.

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