Client Summit 2016

Thank you to our clients and partners for participating in our fantastic third-annual client summit. Watch our video recap for a quick wrap up and message from defi CEO and Founder Stephanie Alsbrooks:

 

defi SOLUTIONS Client “Fest” 2016

Tuesday, May 31 – Wednesday, June 1
Dallas/Plano Marriott Legacy Town Center (Same location as NAF)
7121 Bishop Road, Plano, TX 75024
(972) 473-6444
SAN JACINTO ROOM

We took our annual client summit to a whole new level, by including an awards presentation hosted by the award-winning improv sensation Four Day Weekend.

AGENDA:

Tuesday, May 31st

9a – 11:30p: Product Manager One-on-OnesCLICK HERE TO SCHEDULE YOUR ONE-ON-ONE!

12 – 1p: Welcome and Lunch

1 – 1:45p: Roundtable Session
1:45 – 2p: Break

2 – 2:45p: Roundtable Session
2:45 – 3p: Break

3 – 3:50p: Partner Speed Dating – 5 min per partner table

CEDAR Document Technologies, CBD, Clarity, Dealertrack Technologies, Equifax, FactorTrust, Hatteras, LexisNexis, Solutions by Text, and TransUnion.

3:50 – 4p: Break

4 – 5p: Day’s Wrap-up and Networking
5 – 6p: Break

6 – 8p: Dinner & Fun at Seasons 52 Sponsored by Solutions by Text and KBB.

Wednesday, June 1st

8 – 8:30a: Breakfast served

8:30 – 9:15a: Roundtable Session
9:15 – 9:30a: Break

9:30 – 10:20a: Partner Speed Dating – 5 min per partner table

AUL, Carleton, DMS, First Associates, GWC, id analytics, KBB, Megasys, Nortridge, and RouteOne.

10:20 – 10:30a: Break

10:30 – 11:15a: Roundtable Session
11:15 – 11:30a: Break

11:30 – 1:00: Lunch, Client Awards Presentation and Live Drawing hosted by Four Day Weekend, the award-winning comedy group!

1p – 4p: Product Manager One-on-OnesCLICK HERE TO SCHEDULE YOUR ONE-ON-ONE!

Prepare for rockin’ roundtables. Different roundtable topics will be offered at four times during the two days and you can choose the order in which you want to participate. You will also have two opportunities to participate in partner tables to learn, network and have fun!

  • Roundtable Session: Product Roadmap/Community – Exciting, strategic changes are on tap, including features that have been submitted from our very own defi COMMUNITY.
  • Roundtable Session: Verifications/Optimization – Lots to talk about here! Fund faster with even more accuracy and compliance control. Make the defi system do all the legwork. Use data to avoid costly outbound calls. Leverage SmartCalcs and formulas to eliminate routine data checks and errors.
  • Roundtable Session: Digitizing Communications – Learn how texting, emailing and automating core underwriting and funding communications will save you time and money. Not to be missed!
  • Roundtable Session: Risk/Analytics/Reporting – Data is power, and we want to make it easier for you to leverage with a truly configurable reporting tool. See what’s in the works that will let you model and analyze to your hearts content!

Get VIP Access to our partners. Partner Speed Dating: Spend time with your most valuable defi PARTNERS in a roundtable setting. Learn more about their products and how they can amp up your originations.


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