The Evolution of Personalization and Customer Facing Documents In FSI
Sep 28, 2022 6:00 PM - 8:30 PM CDT
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.
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 Experience Cloud is the most comprehensive suite of customer experience management tools on the market. With solutions for data, content delivery, commerce, personalization, and more, this marketing stack is created with the world’s first platform designed specifically to create engaging customer experiences. Each product has built-in artificial intelligence and works seamlessly with other Adobe products. And they integrate with your existing technology and future innovations, so you can consistently deliver the right experience every time.
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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.
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.
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.
Vice President of Sales at 4Point
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.
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.
Vice President of Sales at 4Point
