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Kate
Braden
Director of Customer Success
Morningstar
Kate Braden, Director of Customer Success at Morningstar, has over 13 years of experience driving customer engagement and retention in the fintech space. Her background in both pre-sale and post-sale roles has emphasized the importance of creating seamless and impactful customer journeys. Kate’s passion for building strong, customer-centric teams and her innovative strategies make her eager to tackle the next opportunity to delight our clients and drive durable growth.
12 November 2025 15:30 - 16:00
Optimizing onboarding to reduce early-stage churn & drive sustained growth
In today’s competitive market, an exceptional onboarding experience can make or break a customer’s journey. Companies that succeed in delivering value early through optimized onboarding not only reduce early-stage churn but also build a solid foundation for long-term growth and customer loyalty. In this insightful keynote, Kate Braden at Morningstar will dive deep into the strategies that elevate onboarding from a simple process to a growth-driving engine. Attendees will learn how to tackle the most common onboarding challenges, including the high expectations of modern customers, operational bottlenecks, and the balance between automation and personalized support.