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Event Overview
Join us for an executive forum focused on the business challenges companies face in the banking, financial and insurance industries when creating a secure, streamlined, electronic experience for their internal and external customers.
As your firm strives to stand out in an increasingly commoditized market, you must find innovative ways to build and maintain profitable, trusting relationships with customers, agents and brokers.
Our keynote speaker is Mike Hennessy, former VP of Technology Development from a large financial advisors firm in Minnesota. Mr. Hennessy will discuss the process his company went through while choosing the right vendor, the ups and downs of the implementation and how they ended up saving millions of dollars annually as a result.
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With Adobe solutions, you can deliver high-quality, high-touch experiences across a variety of channels and devices, while streamlining processes and minimizing costs. The result: productive agents and brokers that can engage clients, build loyalty and drive profitability.
Topics covered:
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Improve customer satisfaction and retention with personalized paper-based or electronic documents. |
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Ease customer privacy concerns that impede adoption of online services. |
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Drive consistent, external communications while keeping the integrity of your brand. |
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Trim customer response times by accelerating workflows and eliminating manual data entry. |
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Improve data quality by leveraging information contained in intelligent documents. |
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Adhere to compliance mandates. |
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| 8:00 am – 8:45 am |
Registration & Breakfast |
| 8:45 am – 9:00 am |
Welcome |
| 9:00 am – 9:45 am |
Adobe Vision: Next Generation Solutions for Financial Services |
| 9:45 am – 10:15 am |
A Customer View - Develop Engaging Applications with Adobe solutions
Mike Hennessy, Former VP of Technology Development��������� |
| 10:15 am – 11:00 am |
Adobe's New Technology Platform: Demonstration & Discussion |
| 11:00 am – 11:30 am |
Final Thoughts, Q&A |
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