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Jake Fowler

Improving Your Account Opening Process with Data and Analytics



Randy Ross, Executive Vice President, Kiran Analytics
Tom McDermott, Co-Founder & Managing Partner, Inver Consulting Group


Regardless of where the account opening process begins and ends, convenience and speed play a large role in your customers’ experience and their banking relationship in the long run.

In order to improve customers’ account opening experience, banks need to take a multi-channel process approach. Benchmarking and improving your account opening process using data, analytics, and industrial engineering principles can deliver significant benefits – more engaged and loyal customers, more productive bankers, and more efficient and profitable retail delivery.


  • Why improving your account opening process matters 
  • Comparison of key differences in branch and digital account opening 
  • Benefits of the multi-channel approach for customers and your bank
  • How analytics and proven banking process improvement methods can help


  • Learn how your bank can improve the efficiency and effectiveness of your current account opening process with analytics
  • Find out about the methods for assessing where you stand compared to industry benchmarks 
  • Gain insights from experts who work closely with banking executives, retail delivery strategists, and branch transformation leaders

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Randy Ross

Executive Vice President, Kiran Analytics, Inc.

Randy Ross leads global client management and business development for Kiran Analytics. His career has focused on delivering breakthrough results to financial services companies spanning the areas of payments, marketing services, operations, customer management, change management, workforce management, and technology. Leading the teams that deliver Kiran's predictive analytics driven branch transformation solutions, his central focus includes talent acquisition, workforce management, customer experience, and resource optimization.

Randy has been a frequent speaker in Retail Banking and Banking Analytics conferences.

Tom McDermott

Co-Founder & Managing Partner, Inver Consulting Group

Tom McDermott leads the advisory practices of Inver Consulting Group, a financial services consulting firm based in Atlanta, Georgia. He has over 25 years financial services experience in senior level roles with both large and small banks.  His early career roles focused on multi-dimensional profitability systems and analysis.  His senior management roles at Washington Mutual and Chase involved Corporate Planning, Network Strategy, and Market Leadership. His innovation leadership continued at SunTrust with initiatives such as Omni Channel banking, mobile deposits, digital sales, Image Enabled ATM’s, Video Teller “Teller Connect” and the Technology branch.  Tom also ran SunTrust’s Retail Sales function, developing a custom needs-based sales process.

Tom has been a frequent speaker at numerous Retail Banking conferences on Omni Channel Strategy and Network Optimization.

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