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.
November 29th 2022, 6:30 - 9:30 PM ET, Successfully held
Seamless
Account Opening
for Thin-file
Customers
Networking & Dinner at
Red South Beach, Miami
November 29th 2022, 6:30 - 9:30 PM ET, Successfully held
Presented by
Here’s what we discussed:
A new and significant market demographic is emerging globally for financial services providers—we refer to them as thin-file customers. These are consumers that typically haven’t used traditional financial services products to complete transactions, such as credit cards, bank accounts, or debit cards.
Converting these prospects to customers quickly is essential to long-term success because of the substantial lifetime value they offer to your business. People typically maintain long-term relationships with their bankers, lenders, and investment advisors. Onboarding these customers can be costly since there is often very little data available to identify them when they attempt to open new accounts online.
To gain visibility into these potential customers, providers must augment deterministic assessment with a probabilistic assessment based on the analysis of dynamic personally identifiable information (PII) such as an email address, physical address, telephone number, and IP address.
Our participants joined Ekata, a Mastercard Company, Live on Tuesday, November 29th from 6:30 – 9:30 pm where we discussed:
- The current challenges with onboarding thin file/underbanked customers
- Why deterministic assessment is no longer enough in terms of validating digital identity
- How augmenting your data with a probabilistic assessment of personally identifiable information can help you save time and money when onboarding new customers
Dinner at Red South Beach
801 South Pointe Drive
Miami Beach, FL 33139
Join us for an exquisite and unforgettable dining experience. Voted “Top 10 Steakhouses in America” and “Best Surf and Turf in America”, RED South Beach is quickly redefining the traditional steakhouse experience.
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Agenda
6:30 PM – 7:00 PM
Reception & Welcome with Cocktail
7:01 PM – 7:45 PM
Wine/Cocktail & Conversation
7:46 PM – 9:15 PM
Dinner & Networking
9:16 PM – 9:30 PM
Conclusion and Closing
Solution Experts
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 Red South Beach.
We will follow COVID guidelines mandated by the government and the Venue.
Talk To Us About Attending Future Events
Here’s what attendees at past events have said:
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.
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.
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.
Director, Global Digital Marketing and Customer experience, Stanley Black and Decker.
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