Intelligent Onboarding And Experience Summit 

(Virtual Event)

14th July 2021 

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Sessions

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Giuseppe Codamo

Head of Onboarding Customer Journey and KYC Operations

BNL-BNP Paribas

Streamlining onboarding in a multichannel/multi-segment context

  • The onboarding as a moment of truth revealing strengths and weaknesses of the organization: the right balance between the 3 Cs (Customer, Compliance, Cost)

  • How easily we can lose sight of customers and their needs: some examples of what you should never do

  • From multichannel to omnichannel onboarding: why it matters, and what we can do to blur the lines between a digital and physical CJ [a hint: this is the very field of innovation]

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Adam Cooper

Director
ID Crowd

Digital Identity and Financial Inclusion: A global context 

  • 1.7 billion people are still unbanked

  • There are also 1.1 billion people in the world with no legal identity

  • In both cases, these people are mostly from the poorest and most vulnerable groups in society

  • Financial inclusion and digital identity are crucial if we are to reduce poverty and protect the rights of people 

  • What needs to be in place, what needs to change, and who needs to be involved
     

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Steven Habbi

Global Head of Brand Design & Management 
HSBC

Next-gen customer-centric experiences

  • HSBC connecting its analogue and digital touch-points around its customers in over 60 markets

  • How customer-centricity is used to develop HSBC’s next generation of customer experiences 

  • How HSBC’s brand and design system is being used to simplify, inspire and accelerate every customer experience across its global network

  • Co-designing and Co-building more services in partnership with start-ups and scale-ups through API libraries, Ventures programme and innovations programmes

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Manuela Sedvartaite

Innovation Manager
Banco Santander

Digital Trust

  • The importance of Digital Trust

  • How do we create digital identities and why is it challenging?

  • Value banks bring to Digital Trust Services

  • What's next?

Sponsors

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(Gold Sponsor)

Media Partners

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Previous Sponsors

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