Celent Roundtable | Banking in the Digital Age

Monday, November 19, 2018


8:30 a.m.
Registration and Breakfast

9:00 a.m.

Welcome and Opening Comments
9:05 a.m.

Top Trends in Retail Banking, 2019

Dan Latimore, Senior Vice President, Banking, Celent

Retail Banking has been incredibly dynamic over the last five years, and 2019 is shaping up to be one of the wildest years ever. Fresh off the fall conference circuit, Dan Latimore, will discuss the hottest topics in the industry - from Voice and Biometrics to Security and AI - and sort out what's worth spending time on and what can be shelved - at least for now.
9:50 a.m.


The State of Digital Account Opening: Expectations vs. Reality

Stephen Greer, Senior Analyst, Celent

Customer expectations continue to define digital banking in the industry today. The last couple of years has seen an increased interest in digital, specifically mobile, onboarding/account opening by large institutions, with many rushing to build out these capabilities. But how do these experiences stack up? Celent opened accounts at select banks in the US, evaluating the experiences. This session will walk through the steps in the process, looking at best practices, areas of opportunity, and challenges.

10:35 a.m. Break
10:50 a.m.


Wealth Management Onboarding: A Lever for Satisfaction and Cross-Sales

William Trout, Senior Analyst, Wealth Management

Rising expectations among clients and advisors have raised the bar for Canadian wealth managers, who must balance regulatory and compliance requirements with the need to drive satisfaction and cross sales. To be effective, the answers offered by the new generation of digital tools must be considered within the framework of each firm's broader technological transformation. Within banks, competing organizational claims and diffuse ownership structures underscore the fact that onboarding cannot be understood as a single process, but rather a series of events and processes demanding collaboration.
11:35 a.m.
  Wrap Up
11:45 a.m.
  Closing Networking and Discussion

10:35 a.m.
  Introducing Celent VendorMatch

Contact Information

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