The Evolution of Personalization and Customer Facing Documents In FSI

VIP Dinner - Chicago, IL

Sep 28, 2022 6:00 PM8:30 PM CDT

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Event Description

Most financial institutions still run on paper. Forms, documents, agreements, contracts. All of these are based on standard, boilerplate templates that force people to make manual changes, scratching out sections and initializing pages. But there is a better way. Leading FSI organizations are shifting to dynamic online capture of data and the dynamic, personalized generation of all customer facing documents and forms. This dramatically improves the customer experience, but it also substantially lowers the costs of maintenance, changes and creation of new forms and documents.

Join us to hear from industry experts about how you can apply personalization to all of your forms and documents, how you can improve your customer experience and lower costs.

BWG Connect, Adobe, 4Point & Conexio invite you to join us for an interactive discussion over dinner with your peers, exploring this shifting landscape.

As always, there will be no sales pitches and dinner is free.

There is Limited Seating Available and RSVP is Required!

Discussion Topics

  • How do you move from paper and PDF to online and dynamic data presentation and capture.
  • How do Digital Signatures and other new technologies change the customer experience.
  • How can personalization of all your forms and documents improve the customer experience and lower costs.

Event Partners

Conexio

Conexio is an Adobe exclusive Customer Experience Management Agency. With a certified team of experts, they are helping companies drive business transformation by implementing their Experience Led Growth approach to technology, strategy, and marketing. Their exclusive focus on the solutions from the Adobe Experience Cloud gives them a unique understanding of how to run effective user-centric operation that impacts the whole organization.

Adobe

Adobe Commerce, part of Adobe Experience Cloud, is the leading commerce solution for merchants and brands across B2C, B2B and hybrid use cases. Adobe Commerce, powered by Magento, boasts a strong portfolio of cloud-based omnichannel solutions that empower merchants to successfully integrate digital and physical shopping experiences. They are now the #1 provider to the Internet Retailer Top 1000 and the Top 500 Guides for Europe and Latin America and is supported by a vast global network of solution and technology partners.

Connect with Adobe

4Point

4Point is a global leader in documents and forms. They have helped customers move from paper to digital for decades. They are an Adobe Gold Solution Partner that specializes in Adobe Experience Manager Sites and Adobe Experience Manager Forms and their team is certified and trained by Adobe.

Guest Speakers

Aaron Conant LinkedIn

Co-Founder & Managing Director at BWG Connect

Aaron Conant is Co-Founder and Chief Digital Strategist at BWG Connect, a networking and knowledge sharing group of thousands of brands who collectively grow their digital knowledge base and collaborate on partner selection. Speaking 1x1 with over 1200 brands a year and hosting over 250 in-person and virtual events, he has a real time pulse on the newest trends, strategies and partners shaping growth in the digital space.

Aimee Trusler LinkedIn

VP of Strategy and Growth at Conexio

With more than 10 years of experience leading international sales, marketing, and operations teams, she joined Conexio to accelerate the company's transformation into a global Customer Experience Management Agency. Her leadership has empowered Conexio to strengthen relationships with key partners and launch new innovative projects with companies like ServiceNow and Orange Theory Fitness.

Eric Stevens LinkedIn

Vice President of Strategic Engagement at 4Point

Eric brings over 30 years of software development, product management and marketing experience to 4Point. Eric has an extensive background in forms, document management and records management from his work at Delrina, JetForm and Documentum. Recently Eric helped market and deploy cloud based financial solutions, network management solutions and security products. Eric's depth of industry knowledge and his understanding of the needs of enterprise organizations help 4Point provide the best services to our customers.

Event Moderator

Aaron Conant LinkedIn

Co-Founder & Managing Director at BWG Connect

Aaron Conant is Co-Founder and Chief Digital Strategist at BWG Connect, a networking and knowledge sharing group of thousands of brands who collectively grow their digital knowledge base and collaborate on partner selection. Speaking 1x1 with over 1200 brands a year and hosting over 250 in-person and virtual events, he has a real time pulse on the newest trends, strategies and partners shaping growth in the digital space.

Aimee Trusler LinkedIn

VP of Strategy and Growth at Conexio

With more than 10 years of experience leading international sales, marketing, and operations teams, she joined Conexio to accelerate the company's transformation into a global Customer Experience Management Agency. Her leadership has empowered Conexio to strengthen relationships with key partners and launch new innovative projects with companies like ServiceNow and Orange Theory Fitness.

Eric Stevens LinkedIn

Vice President of Strategic Engagement at 4Point

Eric brings over 30 years of software development, product management and marketing experience to 4Point. Eric has an extensive background in forms, document management and records management from his work at Delrina, JetForm and Documentum. Recently Eric helped market and deploy cloud based financial solutions, network management solutions and security products. Eric's depth of industry knowledge and his understanding of the needs of enterprise organizations help 4Point provide the best services to our customers.

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Need help with something else?

Aaron Conant

Co-Founder & Managing Director at BWG Connect


BWG Connect provides executive strategy & networking sessions that help brands from any industry with their overall business planning and execution.

Co-Founder & Managing Director Aaron Conant runs the group & connects with dozens of brand executives every week, always for free.


Schedule a free consultation call

What is BWG Connect?

BWG Connect provides executive strategy & networking sessions that help brands from any industry with their overall business planning and execution. BWG has built an exclusive network of 125,000+ senior professionals and hosts over 2,000 virtual and in-person networking events on an annual basis.
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