The Evolution of Personalization In FSI & Where AI Fits In
Nov 2, 2023 6:00 PM - 8:30 PM EST
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 invite you to join us for an interactive discussion over drinks and dinner with your peers! We'll explore the latest trends in the space and get your questions answered.
As always, there will be no sales pitches and dinner is free.
There is Limited Seating Available and RSVP is Required!
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.
Connect with Adobe
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.
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.
Vice President of Sales at 4Point
Senior Digital Strategist at BWG Connect
Tiffany Serbus-Gustaveson is a Digital Strategist at BWG Connect, a network and knowledge sharing group of thousands of brands who collectively grow their digital knowledge base and collaborate on partner selection. With over 13 years of experience in the digital space, she has built a strong reputation for driving growth, innovation, and customer engagement across a variety of online platforms. She is passionate about keeping up with the latest industry trends and emerging technologies by speaking with hundreds of brands a year thru the BWG Network.
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.
Vice President of Sales at 4Point
Senior Digital Strategist at BWG Connect
Tiffany Serbus-Gustaveson is a Digital Strategist at BWG Connect, a network and knowledge sharing group of thousands of brands who collectively grow their digital knowledge base and collaborate on partner selection. With over 13 years of experience in the digital space, she has built a strong reputation for driving growth, innovation, and customer engagement across a variety of online platforms. She is passionate about keeping up with the latest industry trends and emerging technologies by speaking with hundreds of brands a year thru the BWG Network.
