Tiffani Montez
Principal Analyst @EMARKETER
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WORK HISTORY
Principal Analyst @EMARKETER
Lead EMARKETER’s financial services vertical, defining research vision and driving strategy across retail banking, payments, fintech, wealth management, and insurance.Manage and mentor a team of analysts, fostering high-impact thought leadership and ensuring analytical rigor across all syndicated and custom research deliverables.Co-lead EMARKETER’s Analyst Access program, a strategic offering that deepens client relationships through direct engagement and tailored executive insights.Represent the financial services vertical externally as its senior authority—delivering keynote presentations, leading client strategy sessions, and offering expert commentary in top-tier media.Partner closely with cross-functional leaders in forecasting, editorial, and customer success to align insights with business priorities, enhance product value, and drive client outcomes.Spearhead the development of forward-looking narratives that influence product strategy, shape go-to-market messaging, and help clients anticipate market disruption and growth opportunities.Regularly advise internal stakeholders on market positioning, vertical trends, and opportunities to expand EMARKETER’s influence in the financial services space.
EDUCATION
W. P. Carey School of Business – Arizona State University
Executive MBA
ABOUT TIFFANI MONTEZ
I help banking. payment, and fintech leaders anticipate disruption shaping the future of financial services and turn that disruption into opportunity.With experience spanning a top ten bank, fintech go-to-market leadership, and senior roles at leading research firms, I bring a uniquely comprehensive perspective on the financial services ecosystem. My work focuses on translating market and technology shifts into strategic clarity for executives making high-impact decisions, and I am a trusted mainstage voice at industry forums including Finovate, Money 20/20, CBA Live, and private client summits.
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