Jason Miller

Chief Evangelist & Principal Consultant Creatio

A digital leader and no-code evangelist who enables companies to improve their operations through no-code technology and helps drive value in their business workflows with a focus on productivity, automation, and higher customer engagement. As a thought leader in no-code, CRM, and customer success, Jason actively searches for innovative ways to tackle real-world business challenges. With over 20 years of experience in technological solutions spanning various industries, he has helped numerous organizations bring their projects to life by delivering a unique view into how the advent of digital technologies can vastly increase the pace of change in business environments.

Day Two: Meeting Customers’ and Members’ Expectations with Excellent Experiences

2:20 PM Panel: Closing the Gaps in Account Opening and Customer Acquisition!

Account opening and onboarding are the gateways to customer relationships and a critical step in acquisition strategies for banks and credit unions. Yet, friction in the process—whether due to outdated technology, complex onboarding, or lack of alignment across channels—can turn potential customers away. This panel will examine how financial institutions can streamline and enhance the account opening experience to attract and retain more customers. Industry leaders will share insights into designing intuitive, seamless account opening processes that cater to both digital-first and branch-reliant customers. Discussions will include

leveraging and integrating technology to help with KYC and compliance requirements efficiently
maintaining a human touch where it matters most
finding and addressing pain points along the account opening customer journey
creating strong AND favorable first impressions that build interest

Check out the incredible speaker line-up to see who will be joining Jason.

Download The Latest Agenda