Eric Stevens

Vice President of Strategic Engagement

Eric is a technology industry veteran who has helped organizations address challenges in security, process automation, business process reengineering, forms automation, document management and software development. He is an expert in electronic forms, forms automation and enterprise content management. He has worked with major organizations in financial services, healthcare, manufacturing and government to help them modernize their processes and improve their user experiences.

All Sessions by Eric Stevens

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Day 1: Jun 8, 2022

Day 2: Jun 9, 2022

12:15 pm

12:15 pm


Improve customer experience and engagement with personalized post-acquisition documents

For many organizations, interactions with existing customers are managed by the business or operational units. Often, marketing has very little involvement beyond ensuring that the documents and communications have the correct branding. The challenge is that the major customer interface and experience is based around documents, correspondence and other communications sent to the customer by the business and not the website or other marketing-controlled environments.

This session will discuss how marketing and business can create compelling, personalized customer facing documents, contracts, statements and collateral that enhances customer experiences, saves time and increases retention. This session will:

  • Present use cases and examples of personalized, marketing driven documents
  • Review operational enhancements to document creation that will reduce costs
  • Provide examples of digital transformation from lead generation to customer retention

Personalized and marketing driven documents to improve customer experience and reduce costs