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Document Strategy Forum

May 1-3, 2017

Chicago, IL

Document Strategy Forum provides invaluable knowledge and insight into the core areas of Communications, Enterprise Content Management and Information Management strategies that deliver superior customer experiences.

Gina Ferrara
Session: “Business Case for Real-Time Document Generation & Delivery”

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Broadridge BRCC Advisory Council

April 25, 2017

Dallas/Fort Worth, TX

Customer Experience (CX) is redefining Customer Communications Management (CCM) and impacting financial services firms enterprise wide. Clients want financial services firms to provide the same easy experience they get in an online (retail) shopping transaction. Financial services and insurance firms face security and regulatory hurdles in creating the seamless customer experience that sites like Amazon.com can provide. The customer experience is not simply what is provided by a Web site or app but rather the integrated environment of outbound and inbound communications that may include paper, phone, fax, email, text, Web and apps. Madison Advisors analysts will discuss how CCM is redefined to include the integration of outbound and inbound communications which can be used to drive a better customer experience while reducing costs and increasing compliance.

Jeff Weldon

Session: “Customer Experience for Financial Services”

Kemal Carr

Moderator: Voice-of-the-Customer Forum

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Kofax Inspire

April 23-26, 2017

Nashville, TN

Kofax Inspire is an annual landmark event for customers, partners and associates of Kofax. Inspire combines the history and heritage of the Kofax Transform and Perceptive Software Inspire conferences into a unified and unique three-and-a-half day experience.

Warren Lederer
Session: “Managing the Myriad of Challenges in Optimizing Inbound and Outbound Communications”

Warren Lederer
Panel participant: “Birds of a Feather – Banking and Insurance”

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Madison Advisors’ Annual CCM Executive Roundtable

March 20-22, 2017

Fort Lauderdale.

Now in its 7th year, Madison Advisors’ CCM Executive Roundtable continues to be an incredible opportunity for enterprises of all industries to join in highly focused interactive sessions with the top industry leaders in Customer Communications Management (CCM). Each roundtable session explores the most current issues around the state of CCM and the technologies involved. Participants connect with analysts, speakers and attendees during the many networking breaks, receptions and meals throughout the day and evening to share and gain knowledge and new perspectives from more than 30 attending delegates that are facing similar challenges. Accelerate your company’s success in a competitive marketplace where, more than ever, your Customer Communications Management strategy determines your ability to fully engage with your customers.

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FIS Connect

April 10-13, 2017

Kissimmee, FL

FIS Connect regional events are a blend of education and networking opportunities in a forum that encourages mingling with business peers and the FIS team. This year’s event helps attendees discover how to keep a strong foothold in traditional processes, methodologies and delivery channels while simultaneously pushing the boundaries of what is comfortable, what is normal and what has always been done.

Jeff Weldon
Session: “The Latest Trends in CCM and Recent Mergers and Acquisitions Within the CCM Market”

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Xploration 17

March 28-30, 2017

Orlando, FL

Xploration 2017 features over 60 educational sessions and provides information, best practices and insight into the changes in customer communications, why they are important and what companies need to know to remain competitive today and into the future.

Gina Ferrara
Session: “Inbound Communications are Critical Too”

Gina Ferrara
Session: “Create a CCM Center of Excellence”

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IMI Inkjet Conference

February 1-3, 2017

Orlando, FL

IMI’s Ink Jet Printing Conference provides a unique opportunity for representatives from all segments of the inkjet printing industry to obtain information critical to the understanding of inkjet printing technology and market dynamics that are shaping the industry’s future.

Jeff Weldon
Session: “Taking Ink Jet Efficiency to the Next Level”

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