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Scott Searle (Arkus Inc.) ha publicado en las noticias en tiempo real de Jason Davis

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
  1. 25 sept 2017, 22:38
    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>
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