DSF '24 Official Show Directory

...doesn’t have to be hard ...doesn’t have to take years to see results ...& doesn’t have to overwhelm your team

Kickstart your digital transformation with Quadient.

Visit our booth, #314 at DSF '24 or attend one of our sessions to get started!

Monday, May 20th

Scan to book a meeting

9:00 am - When Good Enough Isn't: Getting from CCM to CXM

2:10 pm - Tomorrow's CX Experiences Today: How to Build Intelligent Forms to Enhance Customer Experiences

quadient.com/en/customer-communications/overview

Support T2T and enter to Win $1,000 (see page 26 for details)

HEAR YE! HEAR YE! WELCOME TO THE REVOLUTION!

Revolutions begin when there is a need for change! With the historic backdrop of Boston as our setting, we’ve crafted an educational experience at DOCUMENT Strategy Forum (DSF) that truly embodies the spirit of revolution. Over the next three days of learning, we will explore the new frontiers of technology, artificial intelligence and hyperautomation that will reshape our customer experiences. For the past 16 years, DSF ’24 Boston has been leading the content management, customer communications and customer experience revolution. And a lot of that success is due to our peer-led Advisory Board (see page 2), our exclusive conference partner, Doculabs, and the support of our Corporate Sponsors (see page 36). For the next three days, you’ll be inspired by new ideas, technological innovations and the exciting possibilities just around the corner, so don’t miss a single thing we’ve planned for you at DSF ’24 Boston:

• A Revolutionary Exhibit Hall: Meet with over 40 exhibitors who are leading the charge in the content management, customer communications and customer experience revolution. Visit each booth on Tuesday, May 21 and get a stamp at each one to automatically qualify to win $1,000 (to enter the drawing, all attendees must return their completed bingo card to the registration desk and be present on the Exhibit Floor on Tuesday, May 21). Plus, for every stamp collected, we’ll donate $1.00 to the Tunnel to Towers Foundation (T2T), which provides mortgage-free homes to Gold Star and fallen first responder families.

• A Revolutionary Conference: Dive into the future of what’s possible with our Opening Day Keynote, exclusively sponsored by Box, on the future of document management, featuring former AIIM president John Mancini. We follow that with our Closing Day Keynote on the rise of intelligent digital experiences in the age of AI with Forrester Principal Analyst Chuck Gahun and an intimate fireside chat on how technology is radically changing customer communications at Fidelity Investments. Plus, you’ll get a front row seat to over 55+ educational sessions (including loads of case studies, peer panels and vendor technology insights) and three in-depth workshops on Advanced AI Applications, Content Optimization and Modernizing Your Content Supply Chain. And don’t forget to check out our new curated session tags for a particular topic area to easily find the content you’re looking for!

• Revolutionary Partners: We couldn’t do this without the support from our Sponsors. Connect with these thought leaders in their exclusive sessions and on the Exhibit Floor, including OpenText, Quadient, Adobe, 4Point, Messagepoint and Smart Communications

• Revolutionary Peer-to-Peer Networking: We’ve built in an unparalleled number of networking opportunities across our three-day conference program for unmatched peer-to-peer networking. From our Birds of a Feather Luncheon to the Triple D Networking Reception, to the Bite & Biz Exhibit Floor Lunch, to the Ray of Sunshine Reception (thanks to our sponsors, Adobe and 4Point), you’ll meet like-minded professionals who share similar interests and understand your unique challenges! Plus, our personalized Networking Groups and Advisory Board Mentorship program will help you to forge new relationships that are meaningful. Thank you for joining us at DSF ’24 Boston! We’re confident that your time with us will offer an unforgettable glimpse into the future. Welcome to the revolution!

Sincerely,

Joel Dunkel, President Allison Lloyd, VP of Conference EventEvolutuion Management Inc. EventEvolutuion Management Inc.

DSF ’24 GENERAL INFORMATION

LOCATION OF EVENTS

The Exhibits are located in the Grand Ballroom, which is located on the 2nd Floor. Conference rooms are located on the 2nd Floor in Back Bay A, B, C, D and Republic Ballroom A and B. The Opening and Closing Keynotes, General Session and Birds of a Feather Luncheon will take place in the Constitution Ballroom, which is located on the 2nd Floor. The Ray of Sunshine Reception will take place on the Pool Deck Patio, which is located on the 5th Floor.

DEDICATED CONFERENCE HOURS

MONDAY, MAY 20 TUESDAY, MAY 21

8:00am – 12:00pm 9:00am – 12:00pm 1:10pm – 4:00pm 3:10pm – 5:00pm

WEDNESDAY, MAY 22

9:00am – 12:00pm

DEDICATED EXHIBIT HALL HOURS

MONDAY, MAY 20

4:00pm – 6:00pm Includes Triple D Exhibit Floor Reception

TUESDAY, MAY 21

12:00pm – 3:00pm Includes Bite & Biz Exhibit Floor Lunch

SHOW MANAGEMENT

203.378.4991 • eventevolution.com

Established in 2001, EventEvolution Management Inc. is an event producer/management and consulting firm specializing in professional trade shows and conferences in both the B2C and B2B marketplaces.

UNAUTHORIZED SOLICITATIONS

Solicitations on the premises of DOCUMENT Strategy Forum ’24 by non-exhibiting personnel are strictly prohibited.

PHOTOGRAPHY/VIDEOTAPING

No photography or taping of the DOCUMENT Strategy Forum is allowed at any time without the permission of Show Management.

PUBLICATION PARTNER

DOCUMENT Strategy Media

608.241.8777 • documentmedia.com • BOOTH 315

CONFERENCE CONTENT PARTNER

Doculabs

312.433.7793 • doculabs.com

NOTES

Opinions stated at this event are those of the speakers and not necessarily those of EventEvolution Management Inc. or DOCUMENT Strategy Media. Event organizers reserve the right to cancel or change the program without prior notice. No one under the age of 18 is permitted in the Exhibit Hall at anytime.

DOWNLOAD THE DSF ’24 MOBILE APP

SCAN THIS QR CODE

They are your colleagues, your co-workers and more importantly… our Advisory Board. They understand the DSF mission and are charged with building a conference that delivers actionable, real-world takeaways that you can bring back to your organization to make a difference.

ANTONIO BONNER VP, TECHNOLOGY ARCHITECTURE & ENGINEERING WELLS FARGO

CHRIS CANADAY LEAD BUSINESS PROGRAM MANAGER NORTHWESTERN MUTUAL

AARON HORSFIELD DIRECTOR, PRINT FULFILLMENT OPERATIONS & MARKETING ADMINISTRATION UPMC HEALTH PLAN

ANDY KELLER LEAD TECHNICAL ARCHITECT, CUSTOMER COMMUNICATIONS USAA

NANNETTE MEARS ASSISTANT VICE PRESIDENT, DOCUMENT FULFILLMENT LEADER CHUBB

GRANT MERKEL MANAGER, DOCUMENT SOLUTIONS EXCELLUS BLUECROSS BLUESHIELD

MELISSA MCGLINCHEY CERTIFIED AGILE PRODUCT OWNER SBLI

ARUN NATARAJAN CONTENT MANAGEMENT ARCHITECT, CUSTOMER COMMUNICATIONS PROGRESSIVE INSURANCE

JENNIFER RAML MANAGER, INFORMATION SYSTEMS ACUITY, A MUTUAL INSURANCE COMPANY

LESLIE SAPIENZA VICE PRESIDENT, CUSTOMER COMMUNICATIONS PRUDENTIAL

YOUR MENTORS

You’ll be matched with our Advisory Board Mentors to make sure you get the most out of the event.

Watch out for personalized messages, meet-ups and one-to-one networking!

Next-Gen CCM for Maximum Efficiency, Control and Compliance

Messagepoint delivers gamechanging, AI-powered innovation that gives you unparalleled control over your content  – so you can get your customer communications out the door faster, across all channels.

Visit the Messagepoint booth to play “Lost in Translation” for your chance to win an Apple Watch!

Attend our sessions: Monday, May 20 9:00 - 9:50 AM

Harnessing Generative AI: Practical Applications with Big Impact for Customer Communication Management

2:10 - 3:00 PM

Clarity in Complexity: The Art and Science of Content Simplification

PLAY TO WIN!

Apple Watch

Series 9

PEER-TO-PEER NETWORKING EVENTS!

MONDAY 5.20

TUESDAY 5.21

SPECIAL

INDUSTRY

& FIRESIDE CHATS

KEYNOTES

CONSTITUTION BALLROOM

Monday - 8:00am - 8:50am & 3:10pm - 4:00pm

Tuesday - 9:00am - 9:50am • Join us for our thought-provoking keynotes and fireside chats that look at the future trends in document management, an in-depth talk on how technology is radically changing customer communications and the introduction of intelligent digital experiences with AI OPEN TO ALL ATTENDEES

TRIPLE D EXHIBIT FLOOR RECEPTION GRAND BALLROOM

4:00pm - 6:00pm • What better way to meet with industry-leading companies than by sharing some great food and drinks in a relaxed setting on our Exhibit Floor.

OPEN TO ALL ATTENDEES

RAY OF SUNSHINE RECEPTION

POOL DECK PATIO � 5TH FLOOR

5:00pm - 6:30pm • What better way to end a busy day than by soaking in some sunshine on the pool deck and taking in the Boston skyline while enjoying cocktails and hors d’oeuvres, compliments of our sponsors:

OPEN TO CONFERENCE ATTENDEES, SPEAKERS & EXHIBITORS WITH F&B PASS ONLY

BIRDS OF A FEATHER LUNCHEON

CONSTITUTION BALLROOM

12:00pm - 1:00pm • They say birds of a feather flock together, and there’s no better place to flock than lunch with colleagues who know what you do for a living, share similar interests and understand your unique challenges. Attendees will sit at designated tables based on their pre-selected networking groups to promote optimal interaction.

OPEN TO CONFERENCE ATTENDEES, SPEAKERS & EXHIBITORS WITH F&B PASS ONLY

BITE & BIZ

EXHIBIT FLOOR LUNCH

GRAND BALLROOM

1:00pm - 2:30pm • You’ve had a busy morning and a lot on your proverbial plate. So, we wanted to make your day a little easier and put some real food on that plate. Consider it a working lunch: Spend time finding that perfect solution while having in-depth conversations with our exhibitors.

OPEN TO ALL ATTENDEES

PLATINUM WAKE-UP BREAKFAST

REPUBLIC BALLROOM B

8:00am - 8:50am • Checkmate! We know it’s been a busy few days, and we want to kick off your last day with a healthy breakfast before you attend our closing workshops.

OPEN TO PLATINUM CONFERENCE ATTENDEES & SPEAKERS ONLY

BOOTH 409

Adobe along with our partner 4Point is the global leader in documents and forms.

As part of their commitment to providing you with valuable insights and innovative solutions, Eric Stevens, VP of Strategic Solutions, will be presenting two sessions this year.

Why You Need to Move Your Forms to the Cloud

MONDAY MAY 20, 2024 AT 2:10 PM

Explores the benefits of moving your Forms and business processes to the Cloud. Eric will also explore the different hurdles and areas of consideration your organization needs to be prepared for along with some strategies to get your Forms into the Cloud.

Accessibility and Forms: Creating a Better User Experience

TUESDAY MAY 21, 2024 AT 3:10 PM

Explores the importance of Accessibility in relation to Forms. Eric will explain the legal requirements for Forms to be accessible as well as the benefits that can be gained from a user experience perspective.

Come see us at booth 409 to talk about implementation strategies for Adobe Experience Manager Forms and how our partner 4Point can help you.

DSF ’24 MASTER SCHEDULE

TUESDAY

DSF ’24 SESSION SURVEYS

YOUR FEEDBACK MATTERS! Scan our convenient QR codes for each Learning Pod to quickly rate your session. This 1-minute survey helps us create even better learning experiences. Take the survey in your session, your hotel room or anywhere you like! Your opinion matters to us.

EVOLUTION OF AI SESSION SURVEY

REINVENTING CCM SESSION SURVEY

PRACTICAL DOCUMENT MGMT SESSION SURVEY

INDUSTRY OUTLOOK SESSION SURVEY

KEYNOTES SESSION SURVEY

FUTURE OF FORMS SESSION SURVEY

VENDOR TECH INSIGHTS SESSION SURVEY

INVESTING IN CCM SESSION SURVEY

THE 4TH WAVE OF AUTOMATION SESSION SURVEY

CHARTING CCM MATURITY SESSION SURVEY

TECHNOLOGY INNOVATIONS SESSION SURVEY

TRANSFORMING FORMS SESSION SURVEY

WORKSHOPS SESSION SURVEY

FULL EVENT SURVEY

We would love to know what you thought of DSF ’24 Boston. If you have attended your last session of the event, scan this QR code to take our event survey. Your honest feedback helps us to continually improve this event for you and your colleagues.

TIME TO JOIN THE REVOLUTION!

11 Dedicated Learning Pods. Follow a specific Pod or create your own revolutionary learning experience by choosing from any of the sessions being offered.

EVOLUTION OF AI

Explore the future of work and the role that artificial intelligence (AI) will play in our everyday communications and customer experiences, from generative AI tools to optimized content services.

REINVENTING CCM

Revamp your customer communications for more personalized customer engagement, leveraging content rationalization, generative AI and the foundation of clear communications.

PRACTICAL DOCUMENT MGMT

Learn practical steps for implementing effective document management in your organization for the digital era with emerging tech, cloud storage and AI-based systems.

INDUSTRY OUTLOOK

Gain industry-wide insights on future trends in AI-driven customer experiences, interactive forms evolution, paper reduction and the potential 4th wave of intelligent document processing.

THE FUTURE OF FORMS

Discover the future of forms management with discussions on forms modernization, designing user experiences for adaptive forms and moving forms to the cloud.

VENDOR TECHNOLOGY INSIGHTS

Explore cutting-edge trends and product innovations in our vendor technology sessions, gaining invaluable insights into the tech landscape’s future.

INVESTING IN CCM

Discover the compelling reasons to invest in customer communication management through insights on generative AI, communication optimization and ROI for the customer journey.

4TH WAVE OF AUTOMATION

Transform the promise of AI into real, expected business outcomes through smarter automation choices, ground-breaking approaches for data extraction and AI’s future impact on customer experience.

CHARTING CCM MATURITY

Expand your customer communication management with advanced topics in increasing your CCM maturity, evolving your strategy and modernizing your communication platforms.

TECHNOLOGY INNOVATION

Explore advanced content for tech enthusiasts and IT strategies with a deep-dive into modern architectures, implementation best practices and insights for non-technical leaders.

TRANSFORMING FORMS

Evolve your forms strategy for digital innovation by diving into topics like advances in e-forms, building automated data workflows and designing forms accessibility.

TAKE OUR SESSION SURVEYS! YOUR OPINION MATTERS. SCAN OUR CONVENIENT QR CODES FOR EACH SESSION ON PAGE 8 TO QUICKLY RATE YOUR SESSION!

Not sure if a specific session is geared to you?

We’ve tagged each session based on “Content Categories,” which helps you easily identify sessions focused on a particular topic area. Build your own learning experience or follow a specific Learning Pod—the choice is yours!

REVOLUTIONARY KEYNOTES

The future is here… it’s time to join the revolution! Our exclusive keynote presentations will explore the frontiers of technology, artificial intelligence and hyperautomation that will reshape our business processes and customer experiences.

OPENING DAY KICK-OFF KEYNOTE

The Visionary Future for Document Management in the Digital Age

SPEAKER: JOHN MANCINI – CONTENT RESULTS, LLC

As companies continue to embark on their digital transformation journeys, the strategic importance of document management is becoming clear, from facilitating seamless digital transformation to enriching customer experiences and fostering a competitive edge. In our Kick-Off Keynote, John Mancini, industry thought leader and the former president of AIIM, will explore the pivotal role of document management in the digital age. He will offer an in-depth look at the current landscape of digital transformation, key technologies, like artificial intelligence (AI), machine learning, predictive analytics and immersive experiences, and the necessity to reevaluate document management to drive innovation, efficiency and a customer-centric approach.

CLOSING KEYNOTE

The Rise of Intelligent Digital Experiences in the Age of AI

SPEAKER: CHUCK GAHUN – FORRESTER BACK BY POPULAR DEMAND!

Digital business leaders can now deliver enhanced customer value by orienting around intelligent digital experiences. With the introduction of co-pilots, large language models (LLM) and enterprises data that is orchestrated through APIs, a new opportunity exists in the market to engage, win and retain consumers. In our highly anticipated Closing Keynote, we are thrilled to welcome back Forrester Principal Analyst Chuck Gahun to build upon his insightful exploration of AI in 2023. This year, he will dig deeper into understanding the digital consumer’s psychology, how to envision intelligent customer journeys to create new value and existing and emerging technology capabilities to take customer experiences to new heights.

3 REVOLUTIONARY WORKSHOPS

Our exclusive workshops are included in our Platinum Package registration.

WEDNESDAY I MAY 22 9:00AM - 12:00PM

Take a Deep Dive into Advanced AI Applications, Content Optimization and Modernizing Your Content Supply Chain. We’ve enlisted Doculabs, IDC and Venture Solutions to dig into the latest breakthroughs and must-know insights in our immersive, 3-hour workshops, packed with expert guidance on Enhanced Communication Visibility, the Art of Content Modernization and Unleashing the Power of AI Accelerators.

WORKSHOP 110 ROOM: BACK BAY A

Transforming Content Optimization: Your Guide to the Communication Rationalization Strategy

INSTRUCTORS: MICHELLE LIVINGSTON, GEORGE WEBB & KYLE TAVARES – VENTURE SOLUTIONS

How do you know you have a content problem? Imagine you’re about to make dessert for your holiday gathering: How do you know what ingredients you have and what you need to add to your shopping list? Your cabinets are full, but are the ingredients you need in there? There’s a better way! In this hands-on workshop, you will learn how to apply analytical principles to your communications, templates and content. Attendees will be guided through the steps to inventory, organize and optimize their organization’s content, gaining full visibility over all your communications.

NOTE: This workshop is exclusive for end user attendees only. No vendors, consultants or service providers will be allowed to attend.

LEARNING OBJECTIVES:

• The steps for implementing an end-to-end communication rationalization strategy

• How to use your organizational skills in content optimization

• Enhancing your communications and customer engagement with simplified content

WORKSHOP 210 ROOM: BACK BAY B

Modernizing Your Organization’s Content Supply Chain: The Unified Content Model

INSTRUCTORS: AMY MACHADO & HOLLY MUSCOLINO – IDC

In the era of monolithic, on-premises applications, different content solutions for diverse use cases made sense. However, in the era of AI, cloud and modular architectures, do we really need redundant capabilities? Are labels like ECM, WCM, DAM or CCMS obsolete? In this workshop, attendees will walk through a new framework to orchestrate the content supply chain throughout the organization, gain a deeper understanding of the Unified Content Model and learn how to revolutionize operational efficiency across all content applications. Participants will also evaluate their existing content supply chain and will leave the workshop with a plan for modernization.

LEARNING OBJECTIVES:

• How to evaluate your organization’s current content supply chain strategy

• Gain a clear understanding of how to apply the Unified Content Model

• Develop an action plan for content modernization

WEDNESDAY I MAY 22 9:00AM - 12:00PM

WORKSHOP 310 ROOM: BACK BAY C

AI Deep Dive: A Comprehensive Guide for Implementing Advanced AI Applications

INSTRUCTOR: RICHARD MEDINA – DOCULABS

The evolution of artificial intelligence (AI)-based applications has fundamentally reshaped organizational operations and customer experience, marking a pivotal moment in history. However, for organizations embarking on the AI journey, crafting the perfect technology arsenal and roadmap isn’t a walk in the park. It demands precision and visionary thinking. In this workshop, attendees will discover a comprehensive, step-by-step guide for building your organization’s AI-driven automation program and unleashing the potential of advanced AI applications.

BONUS: Attendees will receive a FREE step-by-step AI implementation guide, packed with sample accelerators and templates for prioritizing opportunities, developing a business case, creating roadmaps and selecting AI technologies.

LEARNING OBJECTIVES:

• How to identify and prioritize your AI opportunities

• The steps to developing a robust AI strategy and roadmap with clear KPIs

• How to select and implement the AI technologies that will meet your requirements

Open to all paid conference attendees.

How

Technology Is Radically Changing the Future of Customer Communications

SPEAKERS: GREG LOWMAN, CRYSTAL MORRISON & JEFF WALL – FIDELITY

JAMES WATSON – DOCULABS

As digital channels increasingly become integral to daily life, customer expectations for timely, relevant notifications have evolved, requiring companies to adapt their communication strategies to ensure customer engagement and satisfaction in an ever-connected world. Join us as leaders from Fidelity Investments highlight their transformative journey in modernizing their infrastructure and communications capabilities to meet these changing customer needs. Attendees will also hear how they overcame underlying operational challenges to address performance metrics, defects and customer satisfaction.

CONFERENCE SESSIONS

MONDAY I MAY 20 9:00AM - 9:50AM

SESSION FOCUS

SESSION FOCUS

101 EVOLUTION OF AI ROOM: BACK BAY A

The Role AI Will Play in Our Everyday Work in 2027

SPEAKER: PETRA BECK – INFOSOURCE S.A.

How will artificial intelligence (AI) transform the way we work over the next 5 years? In this session, we’ll explore the impact of AI technology on the intelligent document processing (IDP) market, the latest AI innovations and their expected impact on key business processes. Attendees will walk away with practical insights into the future for knowledge workers handling crucial business transactions.

LEARNING OBJECTIVES:

• AI’s influence on business processes in the last 5 years

• How advanced AI technologies will impact content-centric business processes

• Realistic predictions for knowledge workers in 2027

SESSION FOCUS

DM

201 REINVENTING CCM ROOM: BACK BAY B

When Good Enough Isn’t: Getting from CCM to CXM

SPEAKER: AVI GREENFIELD – QUADIENT

Today, companies are embarking on a transformative journey from customer communications management (CCM) to customer experience management (CXM) to elevate their customer communications, embrace CXM maturity and deliver great experiences that drive sustainable success. In this session, participants will leave with a comprehensive understanding of the CXM journey, actionable strategies for implementation and the inspiration to start their own transformational paths.

LEARNING OBJECTIVES:

• How to formulate a clear CXM strategy

• Insights into modern CXM technologies for consistent, omni-channel communications

• Measuring CXM’s impact on customer satisfaction, loyalty and business outcomes

301 PRACTICAL DOCUMENT MANAGEMENT ROOM: BACK BAY C

Optimizing Document Management for the Digital Organization

SPEAKER: ERIC RIZ – EMARK CONSULTING

Cutting-edge advancements in technology are reshaping the realm of document management. As companies embark on their transformation journeys, it will require leaders to be adaptable and forward-thinking in their approach. In this session, attendees will learn strategies for implementing and optimizing a customized document management solution, highlighting the importance of employee training, change management and continuous evaluation.

LEARNING OBJECTIVES:

• How to assess your organization’s document management needs

• Best practices for efficient document handling

• Selecting the right tools and technologies to align with your digital strategy

MONDAY I MAY 20 9:00AM - 9:50AM

401/501 INDUSTRY OUTLOOK ROOM: REPUBLIC B

The Evolution of Forms: From Paper to Interactive Experience Management

SPEAKER: GEORGE PARAPADAKIS – ASPIRE CCS

The traditional document-based form, which has been used for years as the basis for collecting customer information, is being challenged with new and alternative omnichannel customer interaction experiences. In this session, we’ll explore how traditional forms management is being transformed with extensive process automation capabilities, how these new offerings complement communications management and the impact of these new developments on designing holistic customer experiences.

LEARNING OBJECTIVES:

• The evolution of traditional forms management into interaction experience management

• Insights for modernizing your forms to enhance customer experience

• Integrating additional channels to enhance the seamless capture of data

601 VENDOR TECHNOLOGY INSIGHTS ROOM: REPUBLIC A

Harnessing Generative AI: Practical Applications with Big Impact for Customer Communication Management

SPEAKER: PATRICK KEHOE – MESSAGEPOINT

With all the potential applications of AI in the customer communications space, one stands out above the rest. Customer communications in regulated industries have a long-standing problem: They are complex and difficult to understand and manage. Optimization initiatives rarely get off the ground because of the associated time and cost. In this session, we’ll explore how Generative AI is the key to addressing these content-related challenges by driving efficiency in management and making communications more comprehensible and aligned to customer needs.

LEARNING

OBJECTIVES:

• The most impactful, low-risk applications of generative AI in customer communications

• The benefits of integrating AI into CCM platforms for enhanced efficiency, control and scalability across multiple communication channels

• The opportunities that AI-driven content optimization presents in facilitating plain language adoption, sentiment optimization, brand adherence and translation

SCAN THIS QR CODE OR SEARCH FOR DSF ATTENDEE INSIDER IN THE APPLE APP STORE OR IN THE GOOGLE PLAY STORE.

JOIN OUR INTERACTIVE GAME ON THE APP!

RACK UP AS MANY POINTS AND AWARDS AS POSSIBLE TO WIN $250!

MONDAY I MAY 20 10:00AM - 10:50AM

102

AI-Powered Automation: Finding and Designing Revolutionary Enterprise Workflows

SPEAKER: RICHARD MEDINA – DOCULABS

Finding other enterprise business cases where your AI project can easily be inserted is a challenging task. In this session, Rich Medina of Doculabs will provide a practical blueprint for introducing and leveraging AI-driven automation into your processes, transforming productivity and customer engagement. Attendees will learn how to easily find those business cases and discover essential insights about AI-driven automation.

LEARNING OBJECTIVES:

• Understanding process automation, process mining and AI technologies

• How to assess your current processes and identify automation goldmines

• How to build your business case and redesign your processes

SESSION FOCUS

Closing the Loop: Bringing Outbound & Inbound Processes Together for a Better CX

SPEAKER: SCOTT DRAEGER – SMART COMMUNICATIONS

Very often, customer communications are created as siloed outbound processes, with little to no regard to how customers will respond, interact or initiate these communications. This session will explore how inbound and outbound processes and technology can work together to improve the customer experience and promote efficiencies within the organization.

LEARNING OBJECTIVES:

• The evolution of customer communications, customer experience and interactive experience management

• Use cases where forms automation and customer communications enhance overall effectiveness

• How digital forms can help move the needle within organizations

Navigating the Intersection: Generative AI

and Records Management

SPEAKER: JAMIE BROWN – LIGHTHOUSE

Generative AI poses risks for an organization and its recordkeeping requirements. Before companies can obtain the collaboration and time-saving benefits from a tool like Microsoft Copilot, readiness and legal and compliance analysis must be made. In this session, we’ll delve into the regulatory landscape and examine the challenges and opportunities posed by generative AI. Attendees will learn how to prepare their organization’s records programs to satisfy IT’s generative AI deployments.

LEARNING OBJECTIVES:

• Understanding the regulatory landscape as it relates to AI platforms

• The challenges and opportunities that AI poses for records management

• A path forward for records management to partner with IT to enable AI usage

MONDAY I MAY 20 10:00AM - 10:50AM

SESSION

SESSION

402 INDUSTRY OUTLOOK ROOM: REPUBLIC B

Shaping

Tomorrow’s Journeys:

The Evolution of Customer

Experience

in an AI-Inspired World

SPEAKER: RILEY MCNULTY – KEYPOINT INTELLIGENCE

Communication-intensive industries face rapidly changing consumer preferences, and artificial intelligence (AI) will only accelerate this pace of change. In this session, we’ll explore how customer communications professionals can evolve their customer journeys, the technologies to enable this change and how industry peers are approaching AI to drive better customer experiences. We’ll also share findings from quantitative surveys and in-depth interviews of marketers and customer communications professionals.

LEARNING OBJECTIVES:

• Top considerations for customer experience investments

• Where investments in AI can help to drive connections in the customer journey

• The role transactional communications play in the customer journey

SESSION

502 FUTURE OF FORMS ROOM: BACK BAY D

Modernizing Forms Processes to Deliver on the Total Experience

SPEAKERS: MATT SWAIN & AMAN MUNDRA – BROADRIDGE

For many companies, forms processing remains a highly manual process, which is costly, error-prone and can be a frustrating experience for customers and internal users alike. In this session, attendees will learn about opportunities for forms automation and hear how a top P&C insurer modernized its forms processing and digitized claims and communications management.

LEARNING OBJECTIVES:

• Opportunities for modernizing forms-driven communications

• Taking a holistic view of omni-channel communications, forms automation and data collection

• How to make forms-driven processes easier

602 VENDOR TECHNOLOGY INSIGHTS ROOM: REPUBLIC A

Innovations Unveiled: Revolutionizing Customer Communications Management

SPEAKER: HARVEY GROSS – CRAWFORD TECHNOLOGIES

In this compelling talk, we’ll unveil the latest products and features set to redefine the customer communications processing landscape. Our industry experts will showcase cutting-edge solutions designed to enhance efficiency, security and automation in your document-centric workflows. Attendees will hear how real-world organizations have transformed their document management processes with efficient, secure and collaborative document workflows.

LEARNING OBJECTIVES:

• Using AI and machine learning to automate tasks and accelerate document processing

• Best practices to ensure accessibility compliance across the enterprise

• How to leverage cloud technologies with enhanced integration capabilities

CONFERENCE SESSIONS

MONDAY I MAY 20 11:00AM - 11:50AM

SESSION

SESSION

103 EVOLUTION OF AI ROOM: BACK BAY A

POWER SESSION-PART 2

AI-Powered Automation: Implementing Revolutionary Enterprise Workflows

MODERATOR: MARTY PAVLIK – DOCULABS

PANELISTS: GRANT MERKEL – EXCELLUS BLUECROSS BLUESHIELD JR BURNHAM – PROGRESSIVE INSURANCE

Once you’ve designed and justified your AI projects, now it’s time to successfully implement them! The fundamental challenge that most enterprises face is whether to build custom “Lego” solutions or buy packaged AI solutions off the shelf. In Part 2 of our Power Session, you’ll hear directly from a panel of real-world practitioners on their implementation journeys, trade-offs between custom-built solutions vs off-theshelf products and navigating the complexities of optimizing their content and process management strategies.

LEARNING OBJECTIVES:

• Use cases and automation approaches and solutions

• Pros and cons of building vs buying AI solutions

• How to roll out workflow and automation technologies

203 REINVENTING CCM ROOM: BACK BAY B

CASE STUDY Communication Optimization: How to Execute Your Content Rationalization Plan

SPEAKERS: LESLIE SAPIENZA – PRUDENTIAL FINANCIAL • MICHELLE LIVINGSTON – VENTURE SOLUTIONS

GEORGE WEBB – VENTURE SOLUTIONS

Inefficiencies, duplication and lack of brand control put companies at risk and creates unnecessary costs. Through the process of template and content rationalization, companies can organize and optimize their content, ensuring that only essential information is stored and managed. In this session, we’ll walk through the end-to-end process of redesigning templates and rationalizing content for migration to a new platform at a large wealth management company. Attendees will learn the “why” behind the content optimization process and benefits of template alignment.

LEARNING OBJECTIVES:

• The importance of a content rationalization strategy

• Benefits of template rationalization

• How to build your content management maintenance plan

303 PRACTICAL DOCUMENT MANAGEMENT ROOM: BACK BAY

C PANEL Building Digital Transformation: How to Get There from Here

MODERATOR: RICK TUCKER – DOCULABS

PANELISTS: JESSICA OLIVEIRA – RBC ROYAL BANK

AARON HORSFIELD – UPMC HEALTH PLAN

KRISTIN LAVAULT

Jumping on board with new, innovative technology for digital transformation can be tempting, but it’s crucial to make informed decisions that truly boost organizational growth and competitiveness. In this session, you’ll hear from a panel of real-world business and technology leaders for insights on their digital transformation journeys, strategic roadmaps for transformation and the benefits and challenges of utilizing legacy systems in their digital transformation.

LEARNING OBJECTIVES:

• Defining what digital transformation means and why it’s important

• Best practices for modernizing IT systems and investing in new technology tools

• How to develop the digital transformation business case

MONDAY I MAY 20 11:00AM - 11:50AM

SESSION FOCUS

SESSION

403 INDUSTRY OUTLOOK ROOM: REPUBLIC B

The Impact of Paper Suppression Strategies on Customer Experience

SPEAKER: ANDREW YOUNG – TREELINE RESEARCH

Across key industries such as banking, insurance and financial services, many enterprises are adopting formal policies to significantly reduce or eliminate paper-based customer communications. In this session, we’ll discuss effective strategies for paper suppression across various generations of consumers, what’s working, what’s not and the impact on customer experience.

LEARNING OBJECTIVES:

• Consumer preferences for paperless communications

• Role of external service providers in delivering new paperless customer experiences

• Insights to enhance paper suppression practices

SESSION

503 FUTURE OF FORMS ROOM: BACK BAY D CASE STUDY

Standardizing Adaptive Forms: Using Reflexive User Interfaces

SPEAKERS: ROBERT SEPULVEDA & RYAN WACHHOLZ – NORTHWESTERN MUTUAL

Discover how Northwestern Mutual revolutionized their client experience transformation with the introduction of a new standardized forms experience. Attendees will hear the valuable lessons learned from Northwestern Mutual’s journey to establish a consistent forms experience, explore the tools and techniques used to develop and deliver forms content effectively and gain insights into these streamlined workflows and their impact on enhancing user engagement.

LEARNING OBJECTIVES:

• How to standardize the forms experience

• Leveraging reflexive user interfaces for adaptive forms

• Tips for creating data-driven forms

603 VENDOR TECHNOLOGY INSIGHTS ROOM: REPUBLIC A

How to Tackle the Data Tsunami with AI-Powered Document Recognition

SPEAKERS: VINCE BAILEY & WESLEY DOPKINS – ELO DIGITAL OFFICE

In 2024, it’s estimated that more than 390 billion emails will be sent and received daily. Stemming the tide of this data tsunami should not be the responsibility of individual workers. It’s incumbent upon IT departments to deploy intelligent solutions that automatically classify documents and route them accordingly. In this session, we’ll explore how AI-based document classification systems help to execute intelligent processes for the enterprise, enabling businesses to focus on higher value tasks.

LEARNING OBJECTIVES:

• Understanding AI-based document classification and extraction

• Insights into your document content and structure

• How to streamline document management for cost savings

MONDAY I MAY 20 1:10PM - 2:00PM

SESSION FOCUS

AI

SESSION

104 EVOLUTION OF AI ROOM: BACK BAY A PANEL

Navigating AI Innovation: A Generative Journey

MODERATOR: MARTY PAVLIK – DOCULABS

PANELISTS: CHRIS CANADAY – NORTHWESTERN MUTUAL

JODI JOHNSON – LIBERTY MUTUAL INSURANCE

MIKKEL HARRIS – RBC ROYAL BANK

Generative AI isn’t “dangerous magic.” In this session, master how to leverage generative AI in your organization for innovation, scalability and enhanced business agility. Attendees will discover best practices to effectively plan, implement and leverage their organization’s Gen AI applications. You’ll also walk away with the most useful lessons learned by those already on the Gen AI journey.

LEARNING OBJECTIVES:

• What’s real and what’s smoke and mirrors in Gen AI

• Ways to identify and prioritize Gen AI applications for your organization

• How to plan, develop, roll out and sustain Gen AI applications

Personalize or Perish: Modernizing the Approach to Managing Customer Experiences

SPEAKER: ANDY FEEST – OPENTEXT

Managing customer communications as one individual touchpoint at a time is a recipe for missing key insights about customer behaviors and sentiments. Consumers want to be understood, which can only be done when architecting experiences that caters to the individual’s journey. In this session, we’ll discuss how journey and data management enable companies to capture and automate experiences that delight.

LEARNING OBJECTIVES:

• Why managing communications is only one piece of the customer’s story

• How to use data to understand customer behaviors and deliver personalized experiences

• Leveraging journey management to automate experiences that drive enhanced business outcomes

SESSION FOCUS

304 PRACTICAL DOCUMENT MANAGEMENT ROOM: BACK BAY C

Investing in the Total Customer Experience: The Role of Document Management

SPEAKERS: WYLIE BLANCHARD & NICHOLAS MICHEL – RR DONNELLEY

In today’s competitive business landscape, companies often overlook the crucial role of document management in delivering seamless customer experiences. In this session, we’ll explore how strategic document management enhances customer experience. Attendees will gain insights and learn best practices for creating consistent, personalized and secure communications, boosting satisfaction and loyalty.

LEARNING OBJECTIVES:

• How to ensure communication consistency for brand trust

• Why transitioning to digital document delivery enhances member experience

• Optimizing document management workflows for efficiency

MONDAY I MAY 20 1:10PM - 2:00PM

SESSION FOCUS

SESSION FOCUS

404 INDUSTRY OUTLOOK ROOM: REPUBLIC B

The 4th Wave of Document Processing

SPEAKER: ALAN PELZ-SHARPE – DEEP ANALYSIS

Intelligent document processing (IDP) has exploded as a solution marketplace after decades of little change. Not only has new technology arrived to galvanize this important discipline, but the possibilities for extracting and processing documents and file-based data seem endless, creating new markets and opportunities in its wake. In this session, we will discuss and explain the rapid changes in the world of document processing, how the arrival of AI is transforming and expanding this technology sector and the profound changes still to come.

LEARNING OBJECTIVES:

• The rapid changes of the IDP market

• The codependence of process automation and document management

• The security, governance and financial impacts of IDP implementations

SESSION FOCUS

504 FUTURE OF FORMS ROOM: BACK BAY D

The Future of Forms: Redefining Enterprise Data Collection

SPEAKER: SALLY SCHULTE – SMART COMMUNICATIONS

The challenges of manual forms processes, the rise in unstructured data and evolving customer expectations demand a new perspective on forms automation and interaction experience management. This session will explore the evolving trends around data collection and point to new ways to capture customer data for end-to-end digital journeys that are both personalized and relevant. Attendees will hear real-life case studies on forms automation and industry results from our recent benchmark study.

LEARNING OBJECTIVES:

• Insights into the future of forms, data collection and processing

• How to automate data collection for more profitable customer conversations

• Innovative solutions to streamline workflows and enhance efficiency

604 VENDOR TECHNOLOGY INSIGHTS ROOM: REPUBLIC A

Build a Better Brand: Leveraging CCM to Drive Brand Identity and Dynamic Marketing at Scale

SPEAKER: GUM FA NG – DOXIM

Hear how Doxim addressed the needs of a consumer finance company producing monthly credit card statements on behalf of thousands of retailers, each with their own brand identities and campaigns. Attendees will learn how CCM technology can leverage a single data file to automatically select and apply the retailers’ brand elements and campaign images within data-driven content blocks.

LEARNING OBJECTIVES:

• Foundational technologies for personalized, omni-channel touchpoints based on customer preferences

• How to automate brand identity across communication touchpoints using a single data file

• Creating and including relevant, data-driven marketing campaigns to boost revenue and wallet share

MONDAY I MAY 20 2:10PM - 3:00PM

SESSION FOCUS

105 EVOLUTION OF AI ROOM: BACK BAY A PANEL

AI-Powered Content: Strategies for Optimized Content Services

MODERATOR: RICHARD MEDINA – DOCULABS

PANELISTS: ANDREW KELLER – USAA JODI JOHNSON – LIBERTY MUTUAL INSURANCE

Explore how harnessing AI can optimize content and data management within your organization, ensuring process optimization, compliance and personalized user engagement. In this session, panelists will discuss real-world examples of how to create AI-powered content strategies for your business. You will gain a better understanding of what your strategic roadmap for optimized content services will look like and the steps you should take now and in the future to advance AI innovations for your organization’s content.

LEARNING OBJECTIVES:

• How to create intelligent content taxonomies and semantic models of your business

• Understanding the ins and outs of AI-based content classification, analysis and tagging solutions

• Best practices to leverage AI-based tools for content ingestion, content services and process automation SESSION FOCUS

205 REINVENTING CCM ROOM: BACK BAY B

The 10 Commandments of Clear Communications

SPEAKER: ROBERT LINSKY – CLEAR INFO GROUP

When was the last time you evaluated if your customer communications were clear, accessible, simple and effective for your audience? In this session, attendees will learn how to apply a standardized approach for all communications, the ins and outs of clear communications and how these 10 commandments to clear communications will lead to client retention.

LEARNING OBJECTIVES:

• The value of clear communications in client retention

• How clear communications enable better customer experiences

• Methodology for redesigning letters, invoices, statements or other correspondence SESSION

305 PRACTICAL DOCUMENT MANAGEMENT ROOM: BACK BAY C

Clarity in Complexity: The Art and Science of Content Simplification

SPEAKER: PATRICK KEHOE – MESSAGEPOINT

Legacy approaches to customer communications management has led to the proliferation of content across unnumerable templates and systems, making it a challenge for most organizations to even know what they have—let alone manage it effectively. In this session, we’ll outline how organizations can modernize their approach to content management by simplifying the core processes of authoring, editing and targeting content while also making the content itself easier to understand.

LEARNING OBJECTIVES:

• How to effectively manage your content to reduce complexity

• When to consolidate content to eliminate redundancy and improve efficiency

• Best practices for optimizing content to improve comprehension

MONDAY I MAY 20 2:10PM - 3:00PM

SESSION FOCUS

SESSION FOCUS

405 INDUSTRY OUTLOOK ROOM: REPUBLIC B

The State of the Intelligent Information Management Industry

SPEAKER: TORI LIU – ASSOCIATION FOR INTELLIGENT INFORMATION MANAGEMENT (AIIM)

Recent AvePoint and AIIM research shows that 74% of organizations are currently using artificial intelligence (AI). However, many organizations lack the policies, systems and quality data and content to ensure sustainable, successful AI utilization. In this interactive session, we’ll explore the current state of the information management industry and its criticality as a building block for AI.

LEARNING OBJECTIVES:

• Emerging trends and issues in information management

• Steps toward improving AI readiness

• Tools and resources for improving information management in your own organization

505 FUTURE OF FORMS ROOM: BACK BAY D

Why You Need to Move Your Forms to the Cloud

SPEAKER: ERIC STEVENS – 4POINT

Paper-based forms processes can be time-consuming, inefficient practices for organizations looking to offer relevant and engaging digital experiences for their customers. Moving enterprise forms to the cloud can offer increased accessibility, collaboration, cost-effectiveness and scalability for the organization. In this session, we’ll explore the different options for moving forms to the cloud, the benefits and challenges of each cloud environment and how forms in the cloud can help to build a better customer experience.

LEARNING OBJECTIVES:

• Pros and cons of different cloud environments for forms

• Potential benefits and issues with forms in the cloud

• How to plan and get started on your cloud migration project

605 VENDOR TECHNOLOGY INSIGHTS ROOM: REPUBLIC A

Tomorrow’s CX Experiences Today: How to Build Intelligent Forms to Enhance Customer Experiences

SPEAKERS: GANESH RAO & AVI GREENFIELD – QUADIENT

Forms are an important part of the overall customer experience. When a company asks someone to complete a form, it should be as simple and painless as possible. In this session, learn how to build intelligent forms with low-code platforms that craft future-ready customer experiences today. From generating compliant PDFs to integrating with customer communication touchpoints, attendees will explore how intelligent forms can enhance their transformation journeys, regardless of maturity.

LEARNING OBJECTIVES:

• How to build intelligent forms with Quadient Inspire iForms

• Best practices for transforming your data collection and integrating with existing systems

• Use cases for diverse forms applications

TUESDAY I MAY 21 10:00AM - 10:50AM

SESSION

SESSION FOCUS CCM

106 INVESTING IN CCM ROOM: BACK BAY A PANEL

The Dawn of Generative AI in Modern Customer Communications

MODERATOR: ELIZABETH STEPHEN – CHAMELEON COLLECTIVE

PANELISTS: DENNIS SCALES – FIS MIA PAPANICOLAOU – CHAMELEON COLLECTIVE

Like many other technology sectors, AI technologies and processes are revolutionizing customer communication strategies. In this expert panel, we’ll discuss the current and future trends related to AI, the advantages for the enterprise and the impact on the consumer experience and how to leverage these innovations to streamline communication processes and anticipate customer needs.

LEARNING OBJECTIVES:

• How to create an AI strategy that will impact the customer experience

• Tips to overcome legacy systems and challenges to successfully implement AI

• Ways to identify the right technology tools and partners for your AI journey

306 CHARTING CCM MATURITY ROOM: BACK BAY C POWER SESSION-PART 1

The Journey from CCM to CXM

SPEAKERS: KASPAR ROOS & AMANDA BEESLEY – ASPIRE CCS

Designed for advanced CCM executives, this exclusive power session walks attendees through the process of transforming their customer communications management (CCM) strategies into customer experience management (CXM). Attendees will assess their CCM-to-CXM maturity score, learn practical steps and gain expert insights from Aspire and other industry peers.

NOTE: This power session is exclusive for end user attendees only. No vendors, consultants or service providers will be allowed to attend.

LEARNING OBJECTIVES:

• Insights into global trends for transforming CCM to CXM

• How to identify the sweet spot for improving customer experience while reducing operational costs

• Industry best practices for successfully implementing CXM

T2T.ORG

$1,000 And Help Us Donate to Tunnel To Towers Foundation!

Each year, DSF chooses a charity to support, and this year, we are honored to support the Tunnel to Towers Foundation (T2T)! Their mission is to provide mortgage-free homes to Gold Star and fallen first responder families. By helping raise money for T2T via our Exhibit Hall Bingo Card Stamp game, you can also win $1,000. You must be present in the Exhibit Hall on Tuesday, May 21 to win (see Bingo Card for details).

TUESDAY I MAY 21 10:00AM - 10:50AM

SESSION FOCUS

CCM

406 TECHNOLOGY INNOVATIONS ROOM: REPUBLIC A

CASE STUDY

Leveraging Business Domain-Driven Architecture at Northwestern Mutual

SPEAKERS: ROBERT SEPULVEDA & BRIAN LONG – NORTHWESTERN MUTUAL

Modernizing an entire enterprise communications platform is a daunting task. In this session, learn how Northwestern Mutual is using a business domain-driven architecture to enable this transformative effort. Attendees will explore how Northwestern Mutual redefined their business domains, created a client-centric communication platform leveraging microservices and balanced the needs of various business domains with a robust, flexible architecture that aligns with enterprise standards.

LEARNING OBJECTIVES:

• Lessons learned from modernizing a communication platform at scale

• How to leverage domain-driven architecture to improve client experiences

• Microservice patterns that enable large enterprise success

SESSION FOCUS

CCM CEM FT

506 TRANSFORMING FORMS ROOM: BACK BAY D

Redefining Forms to Drive Sustainability

SPEAKER: GURUPRASAD KADUR NAGARAJA – CAPGEMINI

Inefficient, paper-based processes for forms impact an organization’s operational and environmental costs. In this session, we’ll discuss how to drive sustainability efforts by adopting paperless processes for inbound and outbound correspondence. Attendees will learn best practices to significantly reduce paper-based correspondence across business functions to minimize the carbon footprint with the support of technology.

LEARNING OBJECTIVES:

• Strategies for adopting paperless communication channels for all transactions

• How to eliminate manual, paper-based processes to improve employee experience

• Tips to speed time to market with automated processes

MONDAY MAY 20 4:00PM – 6:00PM featuring Triple D Reception

TUESDAY MAY 21 12:00PM – 3:00PM with Bite & Biz Lunch

TUESDAY I MAY 21 11:00AM - 11:50AM

107 INVESTING IN CCM ROOM: BACK BAY A

Optimizing Your Customer Communications Experience with AI: Time Spent vs Time Saved

SPEAKERS: ELIZABETH STEPHEN & MIA PAPANICOLAOU – CHAMELEON COLLECTIVE

All too often, enterprises struggle with delivering regulated communications that meet customer expectations for relevance and ease of use. To remain competitive, enterprises must strike the right balance so that the overall customer experience across communications is enhanced and improved. In this session, we’ll discuss how to leverage AI effectively to either help customers save time or spend their time on highly relevant and timely information.

LEARNING OBJECTIVES:

• Where customer expectations are heading in the near term

• How AI plays an important role when used effectively

• Planning your approach and strategy to consider time spent vs time saved

SESSION FOCUS

SESSION

207 4TH WAVE OF AUTOMATION ROOM: BACK BAY B PANEL Intelligent

Automation: Bots or Workflows?

MODERATOR: MARTY PAVLIK – DOCULABS PANELISTS: ANDREW KELLER – USAA

MIKKEL HARRIS – RBC ROYAL BANK

Ever wondered how to determine when you should use simple solutions like bots or if you should redesign your processes and use more complex solutions like advanced process automation? In this session, hear from a panel of your peers on how to navigate the multitude of process automation solutions available and how to figure out which solution is right for your business needs.

LEARNING OBJECTIVES:

• How to assess your processes

• Understanding the landscape of process automation solutions

• Best practices for redesigning the target future state and how to successfully roll out automation solutions

307 CHARTING CCM MATURITY ROOM: BACK BAY C POWER SESSION-PART 2

The Journey from CCM to CXM

SPEAKERS: KASPAR ROOS & AMANDA BEESLEY – ASPIRE CCS

Designed for advanced CCM executives, this exclusive power session walks attendees through the process of transforming their customer communications management (CCM) strategies into customer experience management (CXM). Attendees will assess their CCM-to-CXM maturity score, learn practical steps and gain expert insights from Aspire and other industry peers.

NOTE: This power session is exclusive for end user attendees only. No vendors, consultants or service providers will be allowed to attend.

LEARNING OBJECTIVES:

• Insights into global trends for transforming CCM to CXM

• How to identify the sweet spot for improving customer experience while reducing operational costs

• Industry best practices for successfully implementing CXM

TUESDAY I MAY 21 11:00AM - 11:50AM

SESSION FOCUS

SESSION FOCUS

407 TECHNOLOGY INNOVATIONS ROOM: REPUBLIC A CASE STUDY

Modernizing Your CCM Stack for Omnichannel Communications: An Implementation Story

SPEAKERS: ARUN NATARAJAN & JR BURNHAM – PROGRESSIVE INSURANCE

Implementing modern technology to deliver connected and seamless communication experiences in a big organization is a complex endeavor, fraught with many challenges along the way. In this session, hear how Progressive Insurance modernized their customer communications management (CCM) system to preview, create/develop templates and produce documents in various formats to be delivered through multiple channels for their claims customers. Attendees will hear an overview of the brand-new infrastructure, implementation challenges they faced, revamped backend processes and client success stories.

LEARNING OBJECTIVES:

• Best practices for modernizing your current CCM channel

• Potential roadblocks and how to overcome them

• Why selecting the right technology partner is key to a successful implementation

507 TRANSFORMING FORMS ROOM: BACK BAY D CASE STUDY

Moving Paper Forms to Automated Workflows

SPEAKERS: SREEKANTH PINNAM & LEE WILLIAMS – SC DEPARTMENT OF REVENUE

Navigating the complexities of transitioning from manual, paper-based processes to streamlined, automated workflows presents significant challenges for businesses. In this session, hear how the SC Department of Revenue moved away from paper forms to an automated workflow using Adobe Experience Manager. Attendees will follow their modernization journey, exploring how they navigated this change, the challenges and successes gained along the way, how they streamlined their processes and finding the right people with the necessary skills.

LEARNING OBJECTIVES:

• The challenges of changing organizational culture

• How to streamline processes

• The benefits of forms modernization

DOWNLOAD THE DSF ’24 MOBILE APP

SCAN THIS QR CODE OR SEARCH FOR DSF ATTENDEE INSIDER IN THE APPLE APP STORE OR IN THE GOOGLE PLAY STORE. JOIN OUR INTERACTIVE GAME ON THE APP! RACK UP AS MANY POINTS AND AWARDS AS POSSIBLE TO WIN $250!

TUESDAY I MAY 21 3:10PM - 4:00PM

SESSION FOCUS

CEM

CBT

SESSION FOCUS

IDC

108 INVESTING IN CCM ROOM: BACK BAY A

Practical Approaches for Implementing an Enterprise Accessibility Strategy

SPEAKER: MICHAEL LAMBERT – ALLYANT

Accessibility regulations are rapidly increasing and impacting many organizational efforts to drive consumer engagement on digital channels. Ensuring all content is compliant, offering alternative print services, such as Braille and reflowed large print, and addressing online presentment of transactional or promotional communications are proving to be a challenge. In this session, we’ll discuss the scope of accessibility, the impact on enterprise organizations, practical approaches for compliance and strategies for moving forward.

LEARNING OBJECTIVES:

• The scope of accessibility standards

• Practical approaches to address accessibility within your enterprise

• Best practices and design considerations for future development

SESSION FOCUS

208 4TH WAVE OF AUTOMATION ROOM: BACK BAY B

How to Use ChatGPT + AI + OCR in Your Business

Documents

SPEAKERS: JASON MCMANUS – BIS • KEVIN GOSS – POSTAL SOURCE

Document extraction has always been a difficult proposition. Now more than ever, businesses require an ever-increasing amount of data to enable more intelligent workflows. The combination of these two factors poses significant challenges for efficient document data extraction. In this session, we’ll discuss how significant advances in AI are enabling better, more accurate data extraction than ever before.

LEARNING OBJECTIVES:

• How to use AI to clean up poor quality document images

• Leveraging the newest OCR engines without using the cloud

• Ways to harness ChatGPT for a wide variety of your documents and easily enable the workforce

308 CHARTING CCM MATURITY ROOM: BACK BAY C

The Revolution of End-to-End Communication Processing

SPEAKERS: KAREN TREMBLAY & PHILIP GYULING – COMPART

Over the years, many organizations have acquired point solutions across their enterprise communication processing systems that functioned in silos. With the arrival of modern technology, including microservices, APIs and low-code platforms, the industry is revolutionizing omni-channel delivery and customer communications management (CCM) platforms. In this session, we’ll discuss the evolution of CCM from point solutions to end-to-end integrated infrastructures and how to transform traditional output into customer experience management by providing communications the way your customers want it.

LEARNING OBJECTIVES:

• The evolution of end-to-end communication processing into sleek, efficient factories

• How to create, design and deploy end-to-end customer communication use cases

• Understanding new platform architectures embracing microservices, REST APIs and other modern technology

TUESDAY I MAY 21 3:10PM - 4:00PM

SESSION FOCUS

SESSION

408 TECHNOLOGY INNOVATIONS ROOM: REPUBLIC A PANEL

Unlocking IT Insights: A Technical Perspective for Non-Technical Leaders

MODERATOR: CHRIS CANADAY – NORTHWESTERN MUTUAL

PANELISTS: ANDREW KELLER – USAA ANTONIO BONNER – WELLS FARGO

Without a firm grasp on the business needs and technical know-how to deliver on them, IT strategies often falter, resulting in wasted resources and missed opportunities. In this session, you’ll gain invaluable insights into the IT landscape from a non-technical standpoint to align your IT initiatives with overall organizational goals. Delve into the intricacies of technology without the jargon, explore key concepts and emerging trends and learn best practices through a technical lens tailored for non-technical leaders.

LEARNING OBJECTIVES:

• How to avoid IT project pitfalls and successfully apply lessons learned

• The best technical approaches and tools for a successful implementation

• Technology insights that every business leader should know

508 TRANSFORMING FORMS ROOM: BACK BAY D

Accessibility and Forms: Creating a Better User Experience

SPEAKER: ERIC STEVENS – 4POINT

As more digital channels and customer touchpoints emerge, accessibility is playing a paramount role in ensuring user satisfaction. In this session, we’ll discuss how the Americans with Disabilities Act applies to forms, including mobile, online and PDF forms, how to make your forms accessible and how accessibility stands as a cornerstone for achieving an unparalleled user experience.

LEARNING OBJECTIVES:

• Key elements of ADA compliance and WCAG standards

• How accessibility compliance applies to forms

• Improving the customer experience with an accessibility strategy

MONDAY, MAY 20 12:00PM – 1:00PM CONSTITUTION BALLROOM

Attendees will sit at designated tables based on their pre-selected networking groups (look at your badge) to promote optimal interaction.

Open to conference attendees, speakers and exhibitors with F&B pass only.

TUESDAY I MAY 21 4:10PM - 5:00PM

SESSION

109 209 309 ROOM: BACK BAY B

CLOSING PANEL

Moments of Truth: Practical Next Steps for Your CCM Journey

MODERATOR: LESLIE SAPIENZA – PRUDENTIAL

PANELISTS: ANTONIO BONNER – WELLS FARGO

AARON HORSFIELD – UPMC HEALTH PLAN

MELISSA MCGLINCHEY – SBLI

NANNETTE MEARS - CHUBB

The journey of building an effective and mature customer communications management (CCM) strategy is filled with many starts and stops, moving goal posts and uneven resources. In our exclusive Closing Panel, join senior CCM executives for a deep-dive discussion on how to navigate bridging the gap between vision and reality. From understanding your current position to implementing practical next steps, attendees will learn from shared experiences, uncover pain points and discuss strategies for building resilient programs amid changing business priorities.

LEARNING OBJECTIVES:

• Top tips from the conference you can apply right away at your organization

• How to future-proof your CCM strategy

• Overcoming gaps and pain points to advance your CCM roadmap

409 509 ROOM: BACK BAY C

CLOSING PANEL

Frankenstein & Dracula vs Godzilla: Assessing Your AI Forms Journey

MODERATOR: RICHARD MEDINA – DOCULABS

PANELISTS: JESSICA OLIVEIRA – RBC ROYAL BANK

MIKKEL HARRIS – RBC ROYAL BANK

ROBERT SEPULVEDA – NORTHWESTERN MUTUAL

The rapid advances in Generative AI are overturning the “best” strategies for forms design, capture and document processing optimization. In our Closing Panel, we’ll critically assess the advances in Generative AI that should determine your strategy for e-forms, intelligent document processing and automation. You’ll hear from a panel of your peers on how to determine your current stage in the AI journey and how to create your roadmap to integrate AI into your operations.

LEARNING OBJECTIVES:

• Predictions for Generative AI for 2027

• How AI will impact forms and document processing

• Assessing where you are in the AI roadmap

A REVOLUTIONARY EXHIBIT HALL!

Our exhibitors are leading the charge in the content management, customer communications and customer experience revolution.

CUSTOMER EXPERIENCE CO-SPONSOR

In 2003, the founding members of 4Point combined their expertise in software consulting, project management and sales to develop and support leading-edge solutions based on Adobe enterprise technology. As the company grew, 4Point added decades of experience in documents and forms. Today, 4Point employs many of the original architects of the Adobe forms technology used by major global organizations. Our expertise and focus in Adobe-based enterprise level document and form solutions help organizations meet modern business challenges through the transformation from paper to digital. 4Point gives organizations limitless opportunities to save money, increase efficiencies, and enhance end-user experiences.

Adobe is changing the world though digital experiences. We help our customers develop and deliver high-impact experiences that differentiate brands, build loyalty, and drive revenue across every screen, including smartphones, computers, tablets and TVs. Adobe content solutions are used daily by millions of companies worldwide—from publishers and broadcasters, to enterprises, marketing agencies and household-name brands. Building on our established design leadership, we enable customers not only to make great content, but to manage, measure and monetize it for maximum impact.

Messagepoint is an intelligent, cloud-based content hub for CCM. Our hallmark is providing game-changing, innovative solutions for the CCM space that enable our customers to maximize speed and efficiency through advanced control over their content. Messagepoint is the only CCM solution leveraging a modular approach to content management. This powerful capability enables granular content control and sharing across communications and channels. Our users make a change once and it instantly updates both traditional touchpoints and personalized, dynamic digital experiences via headless APIs. Messagepoint’s latest innovation, adding generative AI to Assisted Authoring, provides unparalleled efficiency in content optimization and translation processes.

OpenText can help you tackle the most complex digital transformation programs with confidence. With the world’s most complete and integrated Information Management platform, we empower our customers to organize, integrate and protect data and content as it flows through business processes inside and outside their organization.

CUSTOMER ENGAGEMENT SPONSOR

DEDICATED, NON-COMPETE EXHIBIT HALL HOURS

MONDAY MAY 20 4:00PM – 6:00PM featuring Triple D Reception

TUESDAY MAY 21

12:00PM – 3:00PM with Bite & Biz Lunch

ENTERPRISE COMMUNICATIONS SPONSOR

Quadient is the driving force behind the world’s most meaningful customer experiences. By focusing on Intelligent Communication Automation, Parcel Locker Solutions and Mail-Related Solutions. Quadient helps hundreds of thousands of customers worldwide simplify the connection between people and what matters. Quadient Inspire helps companies create nimble, effective, and unified customer communications for all digital and print channels, managed from a single, central platform with simple drag-and-drop layout design, to deliver a complete omnichannel customer experience that spans the entire customer journey.

Smart Communications provides the platform that leading organizations trust to deliver personalized, consistent and compliant conversations across all touchpoints and channels. The Conversation Cloud™ consists of SmartCOMM™ for enterprise-scale customer communications, SmartIQ™ for digital forms transformation, and SmartDX™ for trade documentation. Over 650 enterprise organizations across the globe rely on Smart Communications to simplify and automate complex processes and deliver highly secure, frictionless experiences across the customer lifecycle.

Doculabs is a management consulting firm that delivers trusted advice for companies to achieve their digital objectives and goals. We help companies accelerate their digital objectives through a variety of consulting services, including development of strategic vision and roadmaps, business cases, program design, process mining and redesign, technology evaluation, delivery methodology and governance models.

DOCUMENT Strategy Media provides the information, ideas and solutions needed by executives and CX professionals responsible for and challenged with improving their business’ customer experience strategy including the creation and management of content, customer communications and workflow.

CONVERSATIONS IN THE CLOUD SPONSOR

CONFERENCE CONTENT PARTNE R

ACCUSOFT accusoft.com

BOOTH 511

ALLYANT allyant.com

BOOTH 400

ANTENNA HOUSE antennahouse.com

BOOTH 501

BELWO, INC belwo.com

BOOTH 311

BLUECREST bluecrestinc.com

Accusoft - a software company specializing in industry-leading secure document viewing, processing, and automation technologies for integration into Enterprise Content Management and Document Management Solutions. Accusoft’s flagship product, PrizmDoc, powers end users with the tools to view and process documents. Without an integration like PrizmDoc, end users would need to download and open documents in a third-party application. PrizmDoc, now powered with AI-driven tools, offers ECM and DMS technologies the ability to control access to the documents in their libraries while also protecting PII data. Visit the Accusoft website to learn about PrizmDoc and the new AI-powered PII Detection and Redaction feature.

We make accessibility simple, seamless, and efficient for organizations— ensuring equitable access to digital, document, and printed information for people with disabilities.

BOOTH 513

Antenna House, Inc. is a global software company that works to make your documentation development and processing easier every single day. We specialize in providing enterprise solutions for high volume, automated document formatting, and conversion needs. Our signature product, Formatter, is based on the W3C recommendations for XSL-FO and CSS and has long been recognized as the most powerful and proven standards-based formatting software available. Office Server Document Converter continues to be the fastest and most reliable conversion engine for transforming large volumes of Microsoft Office files to PDF on a server.

Founded in 2002, BelWo is a CCM technology services provider focused on helping enterprises deliver world-class customer experiences. As a solution-focused partner with an established and expanding expertise in the CCM and CXM landscape, BelWo is one of the leading service providers in the industry.

BlueCrest provides comprehensive data-through-delivery technology solutions, changing how business is done within the postal and parcel industry. Building upon its long history of innovation and deep industry knowledge, BlueCrest is there as a partner to its worldwide client base delivering efficient results and continuous service excellence. The BlueCrest family of brands includes Fluence Automation, BCC Software and Window Book providing a best-in-class suite of solutions including high-speed inkjet printers, inserters, and mail sorters, parcel automation, postal optimization and productivity improvement software, and parts and service.

BROADRIDGE FINANCIAL SOLUTIONS broadridge.com

BOOTH 301

COMPART NORTH AMERICA compart.com

BOOTH 318

CRAWFORD TECHNOLOGIES crawfordtech.com

BOOTH 402

$1,000

And Help Us Donate to Tunnel To Towers Foundation!

Each year, DSF chooses a charity to support, and this year, we are honored to support the Tunnel to Towers Foundation (T2T)! Their mission is to provide mortgage-free homes to Gold Star and fallen first responder families. By helping raise money for T2T via our Exhibit Hall Bingo Card Stamp game, you can also win $1,000. You must be present in the Exhibit Hall on Tuesday, May 21 to win (see Bingo Card for details).

OPENING DAY KEYNOTE SPONSOR

Box (NYSE:BOX) is the leading Content Cloud, a single platform that empowers organizations to manage the entire content lifecycle, work securely from anywhere, and integrate across best-of-breed apps. Founded in 2005, Box simplifies work for leading global organizations, including AstraZeneca, JLL, and Nationwide. Box is headquartered in Redwood City, CA, with offices across the United States, Europe, and Asia. Visit box.com to learn more. And visit box.org to learn more about how Box empowers nonprofits to fulfill their missions.

Broadridge Financial Solutions (NYSE: BR), a global Fintech leader with more than $6 billion in revenues, provides the critical infrastructure that powers investing, corporate governance, and communications to enable better financial lives. We deliver technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. Broadridge’s infrastructure serves as a global communications hub enabling corporate governance by linking thousands of public companies and mutual funds to tens of millions of individual and institutional investors around the world. Our technology and operations platforms underpin the daily trading of more than U.S. $10 trillion of equities, fixed income and other securities globally.

Compart, a global software innovator with over 30 years of experience, specializes in Output Management and Customer Communications Management (CCM) for diverse sectors. Its comprehensive DocBridge Suite manages the full document lifecycle—from digital mail processing to document creation, conversion, and distribution across all channels. The platform-independent suite enhances legacy systems with minimal expense, supporting both on-premise and cloud deployments. Compart’s solutions are recognized globally for their reliability and excellence, and the company plays a key role in developing CCM and output management standards.

Crawford Technologies is a global leader in software solutions, enhancing the secure, accessible delivery and storage of customer communications. Our AI-powered Rapid Onboarding tools drastically shorten the timeline of print and digital workflows, setting industry standards with low-code development, PDF optimization, and digital delivery. We offer a suite of solutions, including Enterprise Communication Processing to automate workflows, Content Services for streamlined distribution, Compliant and Accessible Communications for inclusivity, and Automated Translation to eliminate language barriers. Experience our innovative, compliant solutions at booth 402.

T2T.ORG

BOOTH 507 DATA CAPTURE GROUP datacapturegroup.com

BOOTH 406

DYNAMIC DATA, DOCUMENT, and DIGITAL SOLUTIONS. D4 has been providing best-in-class print, mail, and e-delivery services for more than 40 years! We specialize in critical communications for customers in regulated industries, including financial services, insurance, healthcare, and government. Whether your needs are hard-copy or digital, D4 SOLUTIONS has you covered! D4 Solutions is SOC2 and HIPPA certified.

Data Capture Group is a premier resource for data capture, document management and data storage solutions. With over 15 years of industry experience, Data Capture Group continues to work with only the top partners in the document management industry to promote the most reliable products and solutions on the market today.

303

Doxim is the customer communications management and engagement technology leader serving highly regulated markets, including financial services, utilities and healthcare. We provide omnichannel communications and payment solutions that maximize customer engagement and revenue, while reducing costs. Our software and technology-enabled managed services address key digitization, operational efficiency, and customer experience challenges through a suite of plug-and-play, integrated, SaaS software and technology solutions. Learn more at doxim.com

For almost 40 years, Elixir has led CCM innovations. Now, our revolutionary, cloud-native platform is changing the landscape again. Break down silos, foster collaboration, and create personalized customer journeys. And do it all through an intuitive, no-code interface. The future of CCM is simplified, secured, and scalable – it’s Elixir Cloud.

ELO Digital Office provides the ELO ECM Suite, an all-in-one document management platform that enables you to collect, build, edit, and share information – easily and securely. With ELO you can eliminate paper filing, centralize records management, collaborate with colleagues, and create administrative continuity that saves time and money.

EXPERLOGIX experlogix.com

BOOTH 305

Experlogix is a worldwide leader in developing business software, offering a suite of applications to make it easier for your customers to purchase from and engage with you. Our CPQ, Document Automation, and Digital Commerce product offerings serve a diverse range of industries with clients around the world. Established in 2002 and headquartered in the United States and the Netherlands, Experlogix delivers its solutions with best-in-class support, helping our clients transform their processes to drive productivity and deliver more value for their customers. Experlogix Document Automation turns manual processes into seamless, automated workflows making it easy for users to generate accurate, and compelling business-critical documents. Documents. Simplified.

BOOTH 506 FIS fisglobal.com

FIS is a leading provider of technology solutions for financial institutions and businesses of all sizes and across any industry globally. We enable the movement of commerce by unlocking the financial technology that powers the world’s economy. Our employees are dedicated to advancing the way the world pays, banks and invests through our trusted innovation, absolute performance and flexible architecture. We help our clients use technology in innovative ways to solve business-critical challenges and deliver superior experiences for their customers. Headquartered in Jacksonville, Florida, FIS ranks #241 on the 2021 Fortune 500 and is a member of Standard & Poor’s 500® Index.

We Help Knowledge Workers to Work Smarter.

A REVOLUTIONARY EXHIBIT

MACROSOFT macrosoftinc.com

BOOTH 415

M-FILES m-files.com

Macrosoft Inc. leads the Customer Communication Management (CCM) industry, transforming client engagement. Through innovation and expertise, it pioneers CCM, offering advanced solutions redefining customer experiences. Utilizing data analytics, AI, and automation, it enables personalized, timely communications across diverse channels. Macrosoft’s commitment to innovation ensures it remains ahead, constantly exploring emerging trends and technologies. By integrating best practices and data insights, Macrosoft equips businesses to excel in customer communication, delivering exceptional experiences. Macrosoft’s CCM practice signifies a shift, merging technology with expertise for tangible outcomes. With dedication to innovation and client focus, it continues shaping the CCM landscape, empowering businesses in today’s digital world.

M-Files is the leading platform for knowledge work automation. With the M-Files platform, knowledge workers can find information faster, work smarter, and achieve more. M-Files features an innovative metadatadriven architecture, embedded workflow engine, and advanced artificial intelligence. This enables customers to eliminate information chaos, improve process efficiency, and automate security and compliance. For more information, visit m-files.com.

BOOTH 515

MHC mhcautomation.com

BOOTH 510

PAPYRUS SOFTWARE isis-papyrus.com

MHC’s EngageCX software offers a comprehensive suite of solutions that not only streamline your communication processes, help you automate the creation of compliant documents, and give you direct control, but also deliver key benefits to your customers, with well-designed and engaging communications.

BOOTH 500

PARASCRIPT parascript.com

Installed by world’s leading brands, Papyrus Software provides a Digital Experience Platform with powerful designer tools that help organizations accelerate application modernization. Multi-disciplinary teams can create and compose complete Business Value Streams in no-code. Companies across industries are uniquely positioned to take advantage of connected technologies, data from any system, AI-powered technology, Process and Case Management with integrated Omni-Channel communications and Content Services secured by Blockchain. Whether a bank loan, insurance claim or service ticket - customers and employees benefit from fast, seamless processes without media breaks. Learn how to design and execute any business value stream in ONE step!

Parascript software, driven by data science and powered by machine learning, incorporates proprietary AI technologies to provide robust data capture solutions that bring the highest levels of accuracy when processing documents. With over three decades of experience, Parascript can automate document-oriented processes in structured, semi-structured, and unstructured formats to drastically reduce human involvement. Every year, over 100 billion documents in banking, postal, government, and insurance are processed by Parascript software, saving companies over $1 billion annually. Parascript offers its technology both as software products and as software-enabled services to our partners. Parascript also has solutions for payment processing and fraud detection.

BOOTH 201

POSTAL SOURCE postalsource.com

BOOTH 404

REVEILLE SOFTWARE reveillesoftware.com

Postal Source is a Premier, Independent Solutions Provider with locations throughout the Midwest and clients across the entire US. Independence is our Advantage. We focus on solving problems & building solutions, not on meeting manufacturer quotas, we don’t have preferences on carriers and are completely carrier agnostic. We help manage the entire lifecycle of communications. Every organization is unique, so we engage as consultants and conduct thorough analysis to support our recommendations. We focus on ways to identify efficiencies, mitigate costs & reduce risks associated with compliance.

Reveille provides out-of-the-box monitoring/management into Enterprise Content Systems. Reveille assures your content system’s performance, response time and availability are monitored, analyzed and meeting service level expectations; whether on-prem, in the cloud, or in a hybrid environment. As a configuration-driven solution, no user coding is required. Instead, auto-discover and ECM wizards have working monitors running in minutes. Over 1000 tests are targeted at areas known to cause issues.

RICOH ricoh-usa.com

BOOTH 512 BOOTH 406

RRD rrd.com

SEDIN TECHNOLOGIES sedintechnologies.com

For over 50 years, the PFU group of companies has been developing technologies to accelerate digital transformation for organizations including our state-of-the-art fi Series and ScanSnap document scanners.

RRD Business Communication Solutions provides design, print, and mail outsourcing services tailored to meet the needs of your essential business communications. Statements, notices, invoices, and other business-critical letters are integral touch points along the customer journey. They’re often the brand communications your customers interact with most frequently. Through proven and secure customer communication management services, we unlock new levels of engagement and efficiency for your transactional documents. Ensure each interaction becomes a valuable one with RRD Business Communication Solutions.

Sedin is an IT services & solutions company enabling Startups, SMBs & Enterprises to embrace value-added transformative digital experiences on a global scale. Our commitment to harness cutting-edge technologies and agile development ethos have driven us into the echelons of tech consultancy leadership.

SOLIMAR SYSTEMS solimarsystems.com

BOOTH 417

SPS NORTH AMERICA spsglobal.com

Solimar Systems enables organizations around the globe to onboard, make ready, enhance, manage and deliver print and digital communications. As an early adopter of the PDF output format, our Chemistry™ platform optimizes and drives a variety of print and electronic workflows including transactional and direct mail printing, accessibility, archive services, digital delivery and secure communications. Celebrating 30 years in 2021, Solimar continues to deliver critical infrastructures to the high-volume digital printing industry. Our clients’ case studies and testimonials demonstrate our significant ROI and world-class support.

SPS is a leading technology-driven business transformation company. Our innovative Technology Business Solutions bring together cuttingedge technology, deep vertical process expertise, and a diverse global workforce to support clients in their digital transformation journey and efficiently tackle their most complex challenges. Our Enterprise Workplace Solutions empower organizations to adopt hybrid work concepts to enhance productivity and flexibility. Headquartered in Zurich, Switzerland, SPS operates in more than 20 countries. SPS has 8,500+ employees and is recognized with a world-class NPS by its global client base.

Discover the enormous impact the right customer communications management tool can have on your business. Symphio challenges the belief that effective platforms are costly and difficult to implement and demonstrates the power of purpose-built tools. Not only is Symphio easy to implement and scale, but it’s designed specifically to address end-user pain points, accelerating your time to market. BOOTH 408

VENTURE SOLUTIONS venturesolutions.com

BOOTH 504

VIEWPOINTE viewpointe.com

BOOTH 505

Venture Solutions brings the expertise and industry insights our clients need to remain competitive. For more than 50 years, we have focused on the unique requirements of customer communications management. Many of the nation’s leading consumer brands trust Venture Solutions with their most sensitive customer data. We continuously invest in industry-leading talent and technology to deliver digital and print communications with absolute security and control. Venture Solutions has built a reputation for its highly personalized client service model and depth of industry knowledge. Our clients consider Venture Solutions a trusted partner and extension of their team.

Viewpointe pioneers managed content solutions tailored for highly regulated enterprises, primarily serving leading U.S. financial institutions since the early 2000s. With a distinguished track record, we specialize in securely managing vast document volumes for our clients, earning recognition on the prestigious IDC FinTech 100 list for 17 consecutive years. Our cloud-native services streamline content handling, ensuring compliance and security while facilitating digital transformation for large-scale enterprises. Committed to simplifying content management complexities, Viewpointe envisions a future where content fuels innovation and enhances customer engagement. Partner with us to navigate the complexities of content management effortlessly.

Customer experience gets conversational

AI, messaging, and journey management are redefining the customer experience game

Visit us at booth #403 to learn how to:

• Create personalized communications with generative AI at scale

• Find the right messaging channels to boost customer conversations

• Leverage journey management to automate experiences that drive customer success