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2023 dates and venue to be confirmed soon
San Francisco, CA

Tiffani Montez
Principal Analyst, Banking at Insider Intelligence


Tiffani Montez is Principal Analyst leading the Banking vertical at Insider Intelligence. She oversees the content across Banking, which provides actionable insights on advancements in how value is stored, managed, transferred, and spent, for an audience of top banks. Previously, she was a Senior Advisor at Aite-Novarica Group, an advisory services firm and has held executive-level roles at Wells Fargo and Terafina. Her unique blend of experience as a practitioner, analyst, and vendor solution provider gives her the foundation to be able to provide thought leadership to clients through all lenses of the financial services ecosystem.

Agenda Sessions

  • Financial Wellness & Financial Inclusion – Helping Your Customers To Long Term Financial Health

  • Power Panel: Walking The CX Talk - How Banks Can Deliver Outstanding Omni Channel CX & Move Away From A Siloed Approach To Blend Human & Digital CX. And How Can You Measure Success?


Speakers at this event