Transforming Your Digital Customer Experience


  • Understand Current Customer Experience Challenges
  • Get Practical Tips on How to Simplify Customer Influence and Engagement
  • Hear Real-Life Stories of Successful Digital Transformation

Date: Friday, February 8th

Time: 12 noon - 2:00 PM

Where: The Cotton Mill in McKinney, TX
610 Elm Street (Get Directions)

If you’re looking for ways to innovate, simplify interactions and provide a more personalized experience to your customers, you’re invited to join us for a free “lunch and learn” seminar on February 8th.

How do you regularly interact with your customers?  If the answer to that question is by use of a form, then you know that this can be a tedious, slow, and cumbersome process, both for your organization and your customers.

Forms involve manual processing and data rekeying, costing you time and money. Certain transactions, especially during the acquisition and onboarding phases of the customer journey require complex information. How can you solve the challenges around providing a consistent experience across multiple platforms?

Learn how organizations like Vanguard, MassMutual and Wellmed are moving to adaptive digital environments for:

  • Loan origination and policy underwriting
  • New customer acquisition, enrollment, and regulatory compliance
  • Claims, payoffs and other account service requests

Your customers expect to be able to engage 24/7 via any channel, from the web to mobile device to the call center. Understand new ways to compete through a rich digital experience.

Register to save your seat – we look forward to meeting you!


  • Head of Digital Innovation
  • Head of Customer Experience
  • Call Center Leads
  • Digital Marketing Executives
  • Operations Managers
  • Managers responsible for core IT systems


Please join us at the historic and beautiful McKinney Cotton Mill building, and enjoy a delicious catered lunch, on us!