BAI Webinar:

Improve Stakeholder

with Document Automation

Watch Now!

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Presented by:

RECORDED: October 15, 2019
TIME: 1:00 - 2:00 PM CT

When it comes to delivering customer experience, expectations are high across industries and even more so with modern financial services. While FSI continues to strive for a seamless and efficient customer acquisition journey, they also face the added challenge of improving performance and maintaining compliant solutions that can meet the needs of legal, HR, and digital enrollment efforts.

Join us for this complimentary BAI webinar where you’ll see how document and workflow automation combined with electronic signatures can improve your stakeholders’ experience with speed and accuracy.

Key Takeaways:

  • Learn how to capture, process, and sign documents with a single interface for building, deploying, and managing forms and workflows across products, departments, and markets.
  • Find out how to send a PDF for signature to one or multiple parties; create library documents and signature event callbacks; and integrate within workflows, all while meeting your audit and risk management needs.


Adam Lariviere
Director of Sales
AFTIA Solutions

Adam has a demonstrated history working in the information technology and professional services industry. Adam started working with the Adobe products in 2012 and has watched Adobe LiveCycle grow to AEM Forms and Echo Sign grow to Adobe Sign. His clients span the manufacturing, healthcare, public sector, and retail industries, giving him a wide variety of knowledge on different use cases, process flows, and signing regulations.

Kati McKinney
Solutions Consultant

Kati McKinney has worked with Adobe's strategic financial services customers as a Solutions Consultant since 2018. Leveraging her background as a customer experience strategist, Kati has a proven track record in helping brands transform how they engage across the customer lifecycle through people, process and technology. Prior to Adobe, Kati consulted on customer-centric transformation with top brands including Amazon, Google, Ralph Lauren, Alaska Airlines and Ameriprise Financial.