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...
  • beyond ai
    Beyond AI: The Real Next Frontier in Customer Communications
    By Liz Stephen and Mia Papanicolaou
    AI has dominated headlines for the past few years in the regulated communications space, and in many ways, deservedly so. It can automate processes, personalize at scale and accelerate the production
  • RPA
    Beyond Bots
    By Eric Riz
    Robotic Process Automation (RPA) has long been recognized as a tool that clicks buttons faster than humans, excelling at repetitive tasks like moving files or exporting reports
  • main
    How IDP is Reshaping CCM: Transactional and Accessible Communications
    By Ernie Crawford
    For decades, customer communications management (CCM) has focused on outbound engagement, such as statements, explanations of benefits (EOBs) and annual notifications of changes (ANOCs), delivered in
  • touchpoint
    Why Every Document Is Now a Touchpoint
    By Gary Gregg
    When I think about how far customer communications have evolved, it’s clear that we’ve entered a new era, one where the regulated document is moving from being an artifact of a transaction
  • Getting Billing ‘Just Right’
    By Mitch Anderson
    How much do I owe?  How do I pay? Where’s my bill? Are any of your customers asking these questions? If so, it might be time to rethink your utility bills.