The Evolution of Personalization In FSI & Where AI Fits In

VIP Dinner - Charlotte, NC

May 24, 2023 6:00 PM9:00 PM EST

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Here's what we talked about

  • How can AI help transform customers interactions
  • The Impact of AI tools and data entry - Automating and streamlining internal processes
  • 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

Adobe

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

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

Tiffany Serbus-Gustaveson LinkedIn

Senior Digital Strategist at 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.

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.

Jeff Wilkie LinkedIn

Vice President of Sales at 4Point

Event Moderator

Tiffany Serbus-Gustaveson LinkedIn

Senior Digital Strategist at 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.

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.

Jeff Wilkie LinkedIn

Vice President of Sales at 4Point

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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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