Future Of Digital Onboarding & Customer Experience For FI Virtual Summit Date - 30th July, 2024
Time - 1500 hrs BST / 1000 hrs ET

Explore how banks and fintechs are transforming digital onboarding and customer experience to improve efficiency, build trust, and create more engaging interactions.

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About Us

Redefining Customer Engagement in Financial Services

The Future of Digital Onboarding & Customer Experience for Financial Institutions Summit brings together senior executives from banking, fintech innovators, and CX transformation specialists to explore how cutting-edge technology is reshaping the customer journey. This summit emphasizes creating faster, seamless, and secure onboarding experiences that build trust, improve satisfaction, and drive long-term customer loyalty.

Attendees will engage with expert presentations, real-world case studies, and interactive panel discussions covering AI-driven onboarding, biometric identity verification, fraud prevention, workflow automation, and omnichannel engagement. Learn practical approaches and discover tools and methodologies that remove friction, ensure compliance, and accelerate customer activation across digital platforms.

Targeted at professionals in customer experience, operations, digital strategy, risk, and IT, this summit provides actionable insights to enhance loyalty, optimize operational performance, and gain a competitive edge. Join industry leaders to explore forward-looking solutions that define the future 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 financial services continue to embrace digital innovation, institutions must provide onboarding and customer experiences that are fast, secure, and customized to individual needs. The Future of Digital Onboarding & Customer Experience Summit brings together top banking executives, fintech leaders, and CX specialists to explore forward-thinking strategies that are transforming how organizations attract, engage, and retain customers.

The summit will highlight innovations in AI-powered onboarding, biometric identity verification, workflow automation, omnichannel experience design, and real-time analytics. Through expert presentations and practical case studies, attendees will discover methods to reduce friction, strengthen compliance, enhance security, and deliver seamless, intuitive customer journeys that drive both satisfaction and operational efficiency.


Key Highlights:

  • Frictionless Onboarding: Explore modern frameworks that accelerate account opening while ensuring robust compliance and security.
  • Personalized Customer Experience: Learn how AI and analytics enable tailored interactions that increase engagement and lifetime value.
  • Automation & Intelligence: Discover how workflow automation and predictive insights streamline operations and enhance service delivery.
  • Future-Ready Transformation: Gain insight into emerging technologies, regulatory trends, and scalable CX strategies shaping the next era of 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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