Finovate Webinar

Enhancing Customer Engagement with AI-Based Hyper-Personalization

Enhancing Customer Engagement with AI-Based Hyper-Personalization
By Lili Nguyen Posted on
Categories: Uncategorized

This webinar explores the cutting-edge partnership between Central Bank and Personetics, aimed at revolutionizing the way community banks deliver meaningful value by proactively helping customers better manage their finances. Hear directly from experts Daniel Westhues, Executive Vice President and CMO at Central Bank, and Jody Bhagat, President of Americas at Personetics.

Why watch?

  • Future-Forward Banking: Get a glimpse of the future of community banking, where customer engagement leads the way.
  • Proactive Customer Support: Discover how Central Bank leverages Personetics’ capabilities to offer proactive assistance, helping customers navigate their banking needs with ease.
  • Hyper-Personalized Insights: Learn about the scalable, personalized insights provided by Central Bank, ensuring every customer feels understood and valued.

Dive into the innovative approaches Central Bank is adopting to enhance financial wellness and customer satisfaction. Don’t miss this opportunity to learn from industry leaders about shaping the future of banking through personalized, proactive customer engagement.

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4 Game-Changing Benefits of Modernizing Your Fraud & Dispute Management

4 Game-Changing Benefits of Modernizing Your Fraud & Dispute Management
By Lili Nguyen Posted on
Categories: Finovate Webinar

Finovate webinar on demand, in collaboration with Quavo, on digitizing fraud & dispute management.

Financial institutions suffer billions in losses, expenses, and fines every year due to fraud, and the resultant impact on customer trust and loyalty presents an even bigger problem. 77% of customers say they would leave their bank if they do not receive a refund in the event of fraud yet, conversely, 80% say they would leave their bank for blocking a legitimate transaction.* Is there any way to win this battle?

Absolutely! But financial institutions must be willing to move away from antiquated systems and outdated processes that can no longer keep up with ever-evolving fraud and account holder expectations.

After nearly 20 years of working disputes at a top two bank and dealing first-hand with the challenges of outdated systems, Joseph McLean, Founder & CEO of Quavo Fraud & Disputes stepped out on his own to develop a better solution to significantly:

  • Reduce losses
  • Enhance the account holder experience
  • Improve operational efficiencies
  • Ensure regulatory and network compliance

How did he do it? What were the results? What are financial institutions saying about the AI-driven automation technology that has transformed fraud and dispute management? 

*Data sourced by Feedzai

In collaboration with

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Key Themes & Changes in Wealth Management Client Experience and the Impact of Generative AI

Key Themes & Changes in Wealth Management Client Experience and the Impact of Generative AI
By Lili Nguyen Posted on
Categories: Finovate Webinar, Webinars

Finovate webinar on demand, co-sponsored by Genesys and AWS

Hear wealth management experts from Genesys and AWS discuss how to navigate the changing client experience landscape. Learn how to leverage cloud technology to optimize your service model, balance shifting priorities, and enable goals-based wealth management. We’ll also explore how new technologies like generative artificial intelligence (AI) can enhance the client experience.

Webinar takeaways:

  • Learn about the evolution of the different service models, including Advisor-led, Self-serve and Hybrid approaches and growing client needs from UHNWI, HNWI, Family office, and Mass affluent customers
  • Gain a deeper understanding of client experience priorities including onboarding, service and channels, personalization, security, and education/financial literacy
  • Understand the potential and client use cases for generative AI – what’s real now and what’s coming next, the approach, and using it for internal vs. external workflows

Led by David Penn, Senior Research Analyst, Finovate, the panel will feature:

  • David Porter, Managing Director, Genesys
  • Christopher R. McDonald, Leader, Wealth Management Sector, AWS

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Mastering Personalization: The Key to Elevating Customer Experiences in Financial Services

Mastering Personalization: The Key to Elevating Customer Experiences in Financial Services
By Lili Nguyen Posted on
Categories: Finovate Webinar

Finovate webinar, on demand, in collaboration with Yext

The financial services industry is undergoing significant transformation driven by evolving customer expectations, the macroeconomic landscape, and the consumer need for personalization across their experience.

In today’s financial services environment, consumers are asking more questions than ever. The days of using family advisors and banking institutions are over, and the age of the personalized banking experience is here.

Watch this webinar and you’ll learn:

  • The current happenings in financial services
  • How consumer preferences are changing and why personalization is taking over the industry
  • Technology and tools to make personalization easy
  • And much more!

Led by Julie Muhn, Senior Research Analyst, Finovate, the panel will feature:

  • Shane Closser, Head of Industry/General Manager for Financial Services, Yext
  • Steve Ramirez, Advisor, Financial Services, Yext

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Unlocking Open Banking Data: A Masterclass in Cash Flow-Based Underwriting

Unlocking Open Banking Data: A Masterclass in Cash Flow-Based Underwriting
By Lili Nguyen Posted on
Categories: Finovate Webinar

In the constantly evolving landscape of open banking, lenders are presented with a remarkable opportunity to redefine their underwriting processes. By harnessing the power of cash-flow data, lenders can elevate their precision in assessing customer risk and confidently explore untapped markets. 

As open banking data becomes more accessible worldwide, a central question emerges: How can lenders effectively utilize this data? 

Join us for a groundbreaking discussion led by industry experts in open banking, where we will delve into the current state of the open banking landscape in credit underwriting (B2C and B2B). 

Discuss strategies on how to effectively:

  • Tag and categorize cash flow data 
  • Extract valuable signals tailored to your use case 
  • Combine data from multiple open banking sources 
  • Optimize your underwriting infrastructure to better leverage cash flow data 

Don’t miss this unique opportunity to gain invaluable insights into the future of underwriting and discover how open banking can empower your lending strategies.

Moderated by Julie Muhn, Senior Research Analyst, Finovate

On the panel:

  • Maik Taro Wehmeyer, CEO, Taktile
  • Abhinav Swara, VP and Head of Credit Risk, Bluevine
  • Jonathan Gurwitz, Credit Lead, Plaid

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Optimize Onboarding to Maximize Revenue

Optimize Onboarding to Maximize Revenue
By Lili Nguyen Posted on
Categories: Finovate Webinar, Trulioo, Webinars

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Markets around the world have shifted from a growth-at-all-costs mentality to a more targeted approach that emphasizes onboarding the right customers while decreasing acquisition costs. But costs alone don’t tell the whole story. Successful customer onboarding strategies take into account risk tolerance, user experience, abandonment rates, operational costs, and the lifetime value of a good customer.

In this webinar, we’ll share how some of the world’s leading fintechs have optimized their onboarding to realize double-digit verification rate increases in key markets, improve onboarding rates, and gain significant operational savings.

Zac Cohen from Trulioo will share firsthand insights, including:

  • Key strategies to immediately optimize onboarding
  • How analytics changes the game for consumer and business verification
  • Real-world examples of how optimization can improve performance, speed, and the customer experience

Efficiencies deployed only during lean times can lead to short-term gains. But optimization with an eye toward the future can drive a long-term competitive advantage.

In collaboration with

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Building the Foundations for Next-Gen Technology to Transform Customer Experience

Building the Foundations for Next-Gen Technology to Transform Customer Experience
By Lili Nguyen Posted on
Categories: Finovate Webinar, InterSystems, Webinars

Finovate webinar, in collaboration with InterSystems, Thu 12 Oct, 3pm BST / 10am ET

How can financial services firms improve the client journey and experience? Next-generation technologies that advance digital transformation are at the heart of that answer, but these rely on the firm’s ability to gather and analyze all available data across the business.

By now, many in financial services will have adopted technologies such as AI, ML, and analytics to enhance the experience their customers receive. However, to reach their full potential, they depend heavily on a solid data technology platform to build, train, and continuously improve model quality and predictions.

Hyper-personalization can foster loyalty in an era in which loyalty has declined, and it pushes customers and investors towards those firms which can be agile in what they offer. This level of hyper-personalization offers immense growth opportunities for all providers if they can cater to small and specific groups – but on a large scale.

Watch this webinar and learn from the experts:

  • How to achieve competitive differentiation by delivering better customer experiences.
  • How to optimize your existing infrastructure with a smart data fabric.
  • How other firms are building these data foundations and the results of their deployment.

On the panel:

  • Joe Lichtenberg, Global Head of Product and Industry Marketing, InterSystems
  • Virginie O’Shea, CEO and Founder, Firebrand Research

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Why Your KYB is Only as Good as Your KYC

Why Your KYB is Only as Good as Your KYC
By Lili Nguyen Posted on
Categories: Trulioo, Webinars

In 2022, global fines for failing to prevent money laundering (AML) and other financial crime surged more than 50 percent, totaling more than $2 billion in the banking sector alone. With the ever-increasing complexity of AML regulations and the global nature of financial services, financial institutions are investing more resources into compliance and due diligence to protect their businesses. 

Join us for an engaging conversation about the complexity of Know Your Business (KYB) and Know Your Customer (KYC) regulations and discover how a single, integrated identity platform can help streamline the process of truly knowing the entity and the people you are doing business with.

In this webinar, you will learn: 

  • The latest trends in KYB and KYC and how to protect your business
  • How artificial intelligence can help streamline tedious, manual verification processes
  • New strategies for verifying people and businesses with an integrated identity platform

In collaboration with

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Finovate Webinar: Successful Client Onboarding – Take Out the Guesswork with the Right Metric

Finovate Webinar: Successful Client Onboarding – Take Out the Guesswork with the Right Metric
By Lili Nguyen Posted on
Categories: Finovate Webinar, Sponsored

Getting that signature on the contract is a great feeling reflecting weeks, months, or, sometimes, years of effort. However, this moment is only the beginning of the process of earning the confidence and realizing the mutual benefits for both parties. During the client onboarding process, you lay the foundation of trust with your customer, a crucial factor in client retention.

With a 77% customer retention rate*, optimizing the customer onboarding process is crucial. Improving your onboarding process without comprehensive data and insights is like navigating with no map. Establishing and keeping track of the right onboarding metrics is the key to accomplishing this.

In this webinar, our group of talented onboarding expert panelists will discuss the best metrics to put in place to help deliver the optimal customer onboarding experience for your organization. We’ll start with a review of the most popular metrics. Panelists will share the best practices for introducing these metrics into your company and helping make the process tracking a sustainable operating practice. We’ll also share some helpful tips and resources to help you get started.

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Finovate Webinar: 7 Trends for Community Financial Services in 2023

Finovate Webinar: 7 Trends for Community Financial Services in 2023
By Lili Nguyen Posted on
Categories: Eltropy, Sponsored, Uncategorized, Webinars

Recession. Widespread staffing shortages. Increasing fraud. Customer demands — and advancements in technology like we’ve never seen. We’ve learned a lot about the current industry landscape so far in this first quarter alone, but there are still questions that loom large. Such as:

  • Will the threat of fraud ever go away?
  • Can my call center really become a revenue generator?
  • How will pending legislation around real-time payments and open finance affect our customers?
  • Should we really consider using TikTok?

Watch this Finovate webinar, in collaboration with Eltropy, on demand, and find out the top seven trends that CFIs like you should be focusing on in the coming year. You’ll discover:

  • Which trends are the most crucial to ensure success for your CFI this year
  • How the right digital strategies and tools can make or break your institution
  • Examples of what’s working and what’s not in financial services

You’ll hear from Jonny Manousaridis, social media & customer marketing manager, Eltropy, and banking strategy expert David Hall.

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Digital Identity: Fintech’s Key to Unlocking Growth

Digital Identity: Fintech’s Key to Unlocking Growth
By Charlie Burgess Posted on
Categories: Experian, Finovate Webinar, Webinars

In today’s digital-first environment, fraud threats are growing in sophistication and scope, and risks of online and financial crime have intensified. At the same time, fintechs are prioritizing growth, and need to do so in a way that is safe, secure, and keeps bad actors out. 

Watch back on this Finovate webinar, with Experian Chief Innovation Officer for Decision Analytics Kathleen Peters, as she explores the meaning of digital identity, and how fintechs can leverage identity-proofing strategies to position themselves for growth without diminishing security. Learn:

  • The role of digital identities in advancing increased personalization, speed, and growth responsibly in fintech and financial services
  • How data can aid in making smart, risk-based decisions across the user journey 
  • How to unlock financial growth opportunities by offering solutions to previously unavailable consumers due to verification constraints

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Onboarding: Customizing the User Journey

Onboarding: Customizing the User Journey
By Charlie Burgess Posted on
Categories: Finovate Webinar, Webinars

The first step of the customer journey is often a user’s onboarding on a platform or application. This critical phase predicates how a user interacts with a business, and often cements their first impression and subsequent brand loyalty.

Identity verification plays an important role in ensuring a user exists and is who they say they are. But businesses must strike a fine balance of friction and convenience. Too little friction in the identity verification process might result in bad actors flooding in. This can damage a business’s reputation, and give the impression that a platform is unsafe. Too much friction might result in user frustration and attrition.

How can businesses seamlessly and securely onboard users? Orchestration holds the key to unlocking customer-centric practices, customizing the user journey, and ultimately ensuring legitimate users are allowed in while bad actors are stopped.

Watch this webinar featuring Hal Lonas, Trulioo Chief Technology Officer, on

  • What identity proofing orchestration entails and how active and passive methods of authentication can be layered during the onboarding process
  • How orchestration goes hand-in-hand with a risk-based approach to onboarding and establishing trust and safety between businesses and users
  • What business, customer risk, and regulatory factors to consider when adopting a risk-based approach 

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