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Dan Wiegand

Dan Wiegand is a Senior Analyst with the consulting services department at Corporate Insight. After graduating Harvard University, he joined the firm in 2006 with the newly-launched Annuity Monitor. Wiegand’s project work with the consulting department in the past few years includes account opening, online security, and mobile applications.

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The New Front Door:
Why Your FI Needs to Show Up Inside AI Agents

Thursday, October 29, 2026 1:00 pm – 2:00 pm ET

Your customers are already asking ChatGPT, Claude, and other AI assistants where to open an account, how to move money, and which lender to trust. Here's the question: "Is your institution part of their conversation, or is a fintech or another brand answering for you?"

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