David Squibb

David Squibb is the Chief Sales and Marketing Officer of Xpertdoc Technologies Inc. He has extensive experience in sales, marketing, account management, and P&L operations. At Xpertdoc, David leads a team of top sales and marketing professionals, where they leverage a wealth of client data to efficiently communicate with customers and drive loyalty and profits. Previous to Xpertdoc, David was the Chief Sales Officer for Valen Analytics, Senior VP of Sales and Marketing at OneShield, and VP of Insurance Sales and Marketing at CGI, a leading IT and business process services provider.
Designing Effective Templates
January 2017
5 Tips for Designing Effective Templates for Customer Communications
BY David Squibb
Jan. 17 2018
Some documents seem to have a life of their own, making you wonder, “Who designed this?!” Even in today's information age, not everyone has the skillset of a designer. Even templates—pre-made...
  • The Next Architectural Leap in Document AI
    By Andrew Bird
    The current state of AI document processing follows a recognizable pattern. An organization crafts a prompt — often quite sophisticated with detailed instructions and examples — passes it to a lar
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    The Essential Role of Welcome Kits in Member Enrollment and Retention
    By Jason Pothen
    Here are the top 7 ways a dynamic, custom welcome kit can help you maintain and grow your membership rates, improve engagement and keep your members satisfied
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    Automated Document Understanding: The Real Vector for Enterprise AI
    By Dr. John Bates
    IDP, an AI-powered technology that reads documents and extracts meaning, has quickly become the advanced successor to traditional document extraction tools such as OCR
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    The Protocol That Changes Everything
    By Alan Burger
    As technology accelerates and customers adopt their own AI assistants, the old model of static, one-way communication is starting to look a lot like sending a fax in the age of TikTok
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    Start Small, Dream Big
    By Gum Fa Ng
    The customer communications market has evolved over the past three decades. Today’s customers expect instant, personalized and seamless experiences across all channels. Artificial intelligence (AI