Forms Aren't Exciting... but Conversions Are!!

How to Accelerate
Time to Value

through Capture, Process, Sign

Watch Now!

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BAI Webinar presented by:

RECORDED: February 20, 2020
TIME: 1:00 - 2:00 PM CT

Consumer expectations have driven demand on a pace and scale that has required the financial services industry to be early adopters to new technologies for many years. In the rush to meet needs, grow offerings, and scale the business with new marketing technologies, organizations have accumulated many different technologies that could be used to piece together a solution but these just aren't cutting it.

Companies are making business decisions, not on the number of features, ROI calculations, or product familiarity … but, on an understanding of how they can get the solution into production, with the most efficient use of resources, and in the timeliest manner.

Join us for this complimentary BAI webinar where you will see the only solution that has the ability to:

  • Decrease IT lift for forms development with the Forms Conversion Tool.
  • Decrease IT lift for workflow development through a dynamic assignment workflow framework.
  • Decrease IT lift for document template development by leveraging Automated Documents of Record.
  • Seamlessly integrate with electronic signatures to complete a transaction and convert a prospect into a client.
  • Seamlessly integrate with your broader MarTech stack.
  • Meet or exceed ever-changing compliance and regulatory standards.


Andre Smith
Systems Analyst/Solutions Consultant
AFTIA Solutions

Mr. Smith graduated with a master’s degree of Science in Computational Science, continuing from his undergraduate degree in Mathematics and Computer Science. With much experience in working with the general public, as well as team members, Mr. Smith is utilizing his expertise to identify client needs and provide solutions through the Adobe AEM platform.

As a Systems Analyst, Mr. Smith has contributed to projects with content design, workflow development and custom application development to provide the means to simplify integrations for current and future clientele. Mr. Smith has taken these skills to the SC role where he seamlessly merges his experienced development with expertise in story telling.

Adam Lariviere
Director of Sales
AFTIA Solutions

Director of Sales with a demonstrated history of working in the information technology and professional services industry. Skilled in Advertising, Sales, Mobile Communications, Customer Relationship Management (CRM), and Sales Management. Strong sales professional graduated from Algonquin College of Applied Arts and Technology.


Christopher Young
Director Industry Strategy & Marketing, Financial Services

As Director of Industry Strategy for Financial Services at Adobe, Christopher Young leads a team of industry specialists who work with Adobe’s financial services clients to help them develop best-in-class digital marketing strategies using Adobe Experience Cloud. Prior to joining Adobe, Young spent more than eight years at E*TRADE Financial, where his last position was vice president of brokerage marketing. Prior to E*TRADE, he was the vice president of retail advertising at JPMorgan Chase. Young also has extensive agency experience working with a range of clients across traditional, direct and digital advertising and marketing programs.