Archived Webinars  

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I KNOW WE NEED A NEW DOCUMENT AUTOMATION PROCESS, BUT…

No one needs to tell you that your business would benefit greatly by investing in document automation, but for some reason you just haven’t pulled the trigger to invest. Join our experts to learn what the seven most common reasons are and how you can overcome them with an optimized customer communication strategy.

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HOW TO MEET THE CHALLENGES OF DIGITAL TRANSFORMATION AT SCALE

Do your teams manage a large number of document-based processes? Do you have vast libraries of forms and templates that are tailored for products and regions, or multiple legacy platforms that underpin many of your products and transactions? Do budget and time constraints mean only a fraction of your processes get modernized, resulting in disjointed customer and employee experiences? Join this informative webinar to discover how your organization can overcome these challenges and achieve your goals of transforming the end-to-end customer journey.

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3 THINGS YOU DON'T KNOW ABOUT DOCUMENT AUTOMATION

Many organizations are realizing the central role of documents and correspondence in improving customer experience. In the digital age, it is critical for companies to incorporate document automation capabilities into their digital communication strategy, but what else can document automation technology enable? During our session, our experts will: Define what document automation really means; discuss the benefits you should expect from an integrated document automation solution; and demonstrate the common document processes that can be automated.

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DATA, DESIGN, DELIVERY, EXPERIENCE — THE IDEAL CUSTOMER COMMUNICATIONS LIFECYCLE

Think about a communication you’ve sent recently: an insurance claim, a bank statement, utility bill, etc. Everything that goes into creating it, from the type of account, your company’s branding, personal information, even delivery preferences, is all dependent on your company’s ability to create confident, actionable outcomes from data. And if not done right, the cost of a lost customer and wasted resources can make or break your bottom line. In this webinar, you will learn: How to create the ideal customer experience at every interaction point in their journey; How data-driven communications can be made simple through a combination of unified design and delivery channels; and Where in the customer lifecycle you may be losing, and what you can do to turn it around.

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3 REASONS WHY BFSI ORGANIZATIONS SHOULD CONSIDER MODERNIZING LEGACY DOCUMENT SYSTEMS

Many organizations — especially those in the Financial Services, Banking and Insurance Markets — are realizing the central role of documents and correspondence in improving customer experience. Unfortunately, these organizations are still using legacy systems that don’t meet current demands. In this webinar, we discuss the advantages of modernizing legacy document processes and how organizations can radically transform the way they capture customer data, empowering them to create, manage and deliver better documents, faster through document automation.

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EMPOWER YOUR CUSTOMER-FACING TEAMS WITH HYPER-PERSONALIZED COMMUNICATIONS

Time and again, research studies have proven the substantial positive impact that personalized, relevant customer communications have on both the customer experience and a business’s bottom line. While most organizations recognize the value in driving to one-to-one personalization, they also want to retain a level of control over what is communicated. This can be a particularly difficult challenge when it comes to customer communications generated by customer-facing teams. The optimal approach strikes the right balance between fully custom messaging and standardized messaging that reflects your brand and ensures compliance. Join Patrick Kehoe, customer communications thought-leader and EVP, Product Management at Messagepoint, for this webinar as he outlines the value of leveraging modern, AI-powered interactive communications solutions to enhance customer experiences.

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TIME TO GET DIGITAL: DIGITIZE YOUR DOCUMENT PROCESSES WITH DOCUMENT AUTOMATION

Many organizations are realizing the central role of documents and correspondence in improving customer experience. In the digital age, it is critical for companies to incorporate capabilities for the generation and delivery of digital documents at various touchpoints during the customer lifecycle. In this exclusive webinar, you’ll learn how to digitally transform the way you capture customer data, empowering you to create, manage and deliver better documents, faster through document automation.

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A LOOK AT HOW COVID HAS CHANGED OPERATIONS WITHIN PRODUCTION PRINT AND MAIL ENVIRONMENTS AND NEW STRATEGIES TO THRIVE IN 2021

When COVID hit, our production departments were faced with numerous challenges. In our upcoming webinar, you'll learn not only how they adapted, but how they utilized technology to thrive during a pandemic. In this webinar, our experts deliver a guideline to success in 2021 and review tips and trends with an in-depth look at the new technology that is helping organizations stay relevant, while delivering highly personalized communication in 2021.

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4 STEPS FOR A PAIN-FREE LEGACY CCM SYSTEM MIGRATION

Join experts from Smart Communications as they outline four key steps to help you prepare and action a seamless migration that will digitally transform your customer communications. They cover: how to identify the critical business issues associated with legacy and home-grown CCM solutions; how to build the business case for a legacy CCM migration; moving from an "apples to apples" migration philosophy to a more strategic migration approach that harnesses the benefits of modern CCM capabilities; and where to start, how to plan, and where to prioritize your migration roadmap.

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USING JOURNEY MAPPING AND ORCHESTRATION TO OPTIMIZE CUSTOMER COMMUNICATIONS

Learn how to build experiences that lead to breaking down silos and more satisfied and loyal customers. In this webinar, experts will: explain the methodology of customer journey map and how organizations can use them to identify pain points a customer experiences with interactions made across physical and digital touchpoints; explain how to keep a customers’ needs first when developing actionable journey maps; and show approaches to support collaboration among business, marketing, IT, and operations groups to support continuous improvement in communications.

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AUTOMATE CUSTOMER ACQUISITION FROM DISCOVERY TO CONTRACT

In this webinar, our experts will talk about the challenges organizations can face when trying to transform, improve, and automate their customer journey. Topics will include marketing automation for lead capture and nurture, automated generation of personalized collateral and proposals, the use of online tools to simplify the sales process, and the use of digital signatures on contracts and agreements.

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