Hi @Jason Davis ,
Just curious to see if your bank also uses FormAssembly. I couldn't get a Conga rep to do a demo at our meeting, but FormAssembly agreed to put together a little presentation. I think it could be quite a useful tool for taking loan applications, referrals, and for event invitations. Banks love to have customers fill out paper forms that have been in existence for a long time.
3 comentarios
jason.davis@plainscapital.com<mailto:jason.davis@plainscapital.com >
The only think I have on my calendar that day is a dinner with Salesforce from 6p – 8p, but would be free before or after
Jason Davis
PlainsCapital Bank
Vice President | CRM Manager
direct 806.791.7331 | fax 877.379.6251
1108 13th Street | Lubbock, TX 79401
jason.davis@plainscapital.com<mailto:jason.davis@plainscapital.com> | PlainsCapital.com<www.plainscapital.com>