Accelerating digital account opening: How to prepare for what’s next

As banks find new ways to interact with customers without physically meeting, frictionless digital interactions are becoming table stakes. A market downturn is no time to press the brakes when it comes to innovation around customer experience.

Now more than ever, in this digital-only environment, you need to make it easier and faster for your customers to apply for a loan, open a line of credit or otherwise access banking services.

Join us to hear from our guest speaker, Forrester’s digital banking expert Alyson Clarke, as we discuss how banks should accelerate and adapt their strategy now to prepare for future growth – by re-imagining CX across new account opening processes.

Learn how to:

  • Leverage data and AI to power two-way, conversational customer interactions
  • Reduce errors and improve conversions by rethinking the PDF forms paradigm
  • Speed up approval time and reduce manual work by connecting forms data with core systems of record

If COVID-19 has revealed the gaps in your digital CX strategy, join us and get inspired.


Alyson Clarke
Principal Analyst, Forrester

Alyson Clarke helps financial services leaders understand and prepare for the future. She is a highly skilled expert with extensive global industry experience in both banking and wealth management. She works closely with retail banking and other financial services executives to develop and execute on strategy, deliver superior customer experiences, and digitally accelerate their business. Alyson challenges thinking to help financial services firms drive change and generate new business propositions that create value for customers and shareholders.

Neal Keene
Field CTO, Smart Communications/Intelledox

Neal is the field CTO at Smart Communications, focused on helping organizations reimagine and transform their customer experience. Neal has more than 25 years of experience helping businesses – especially those in insurance and financial services – to modernize their customer communication and business process tools to take advantage of digital innovation. Having worked with a range of clients, from small businesses to large enterprises, Neal has deep experience in strategic product planning, business development, industry solutions and analyst relations.