Description

Presenter: Craig Focardi, Principal Analyst, Banking at Celent

In today’s lending environment—where high interest rates are slowing demand, fraud risk is rising, and compliance requirements are more complex—account origination has become a pressure point for financial institutions striving to grow while managing costs and regulatory demands. 

Join Celent’s Craig Focardi as he explores how modern Customer Communications Management (CCM) platforms—when integrated with workflow automation, fraud controls, and compliance checks—are transforming the origination process. These platforms are evolving beyond document automation into dynamic engines for orchestrating secure, responsive, and compliant customer journeys.  

With advances in standalone CCM, institutions can embed credit pulls, ID verification, and regulatory disclosures directly into the onboarding process—accelerating completion and reducing abandonment with consistent, accurate, and personalized experiences.  

In this 30-minute, power-packed webinar, we’ll discuss: 

• Key origination and technology trends from Celent’s 2025 Dimensions research 

• Why investment is shifting toward customer engagement, workflow automation, and integrated compliance 

• Real-world use cases: credit card onboarding, fraud mitigation, card replacement, and consumer loan origination 

• How CCM platforms enable faster, more accurate, and compliant onboarding—without requiring full-stack transformation 

Gain valuable insights and practical strategies—register today!