Session Recordings

AGENDA

What is the Future of Account Opening and How Can Your Financial Institution Stay Ahead of the Digital Curve?

The need for a seamless digital account opening experience has only been amplified by the pandemic. But how do we get it right? Join Narmi Co-Founder Nikhil Lakhanpal and industry experts Tiffani Montez from Aite Group and Ron Shevlin from Cornerstone Advisors as they battle out what's right and what's wrong with the current state of digital account opening.
Nikhil Lakhanpal
Co-Founder
Tiffani Montez
Retail Banking,
Senior Analyst
Ron Shevlin
Director of Research

Mastering Your Customer Identification Program without Impacting the User Experience

How do you build a seamless digital account opening experience that complies with Know Your Customer (KYC) and Anti Money Laundering (AML) regulations without compromising user experience, speed, and accuracy? Join Narmi Co-Founder Chris Griffin and Alloy CEO Tommy Nicholas as they dive deep into how to build a CIP and optimize applicant decisioning in a real-time fashion.
Chris Griffin
Co-Founder
Tommy Nicholas
CEO

See What Goes Into a 2 minute and 13-second Account Opening Experience + Q&A

Join Berkshire Bank and Narmi Co-Founder Nikhil Lakhanpal for a look at $13 billion Berkshire Bank's digital account opening experience. You will see how an applicant can be identity decisioned, fully funded, and booked to the core in 2 minutes and 13 seconds. Special attention will be given to what decisions Berkshire made during the implementation process and what type of success they have achieved. Following the speed demo will be a live Q&A.
Leah Casucci
Operations Manager
Nikhil Lakhanpal
Co-Founder

What are the Top Strategies to Driving Growth and Deposits?

It goes without saying that the customer experience is crucial to a business’s success. For financial institutions, it matters even more. Join Narmi Director of Sales Jay Vandegriff, Glia Co-Founder & COO Justin Dipietro, Digital Onboarding CEO & founder Ted Brown, and First Foundation SVP, Director of Digital Channels Jimmy Ton for a powerhouse discussion on how seamless and personalized experiences at every stage of the customer journey are key to driving growth and deposits.
Ted Brown
CEO & Founder
Justin DiPietro
Co-Founder & COO
Audrey Song
Product Marketing
Jimmy Ton
Director of Digital Channels
Jay Vandegriff
Director of Sales

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