This FAQ section, is designed to answer some commonly asked questions about the Knowledge Exchange Series. If you would like to submit a question that is not answered by this section, please help us by filling out our Contact Us form.
These are the official rules that govern Deluxe Knowledge Exchange’s Refer-A-Colleague Program. This Program is offered by Deluxe Corporation and the Deluxe Knowledge Exchange with its headquarters located at 3680 Victoria Street N, Shoreview, MN, 55126.
Program Period. This program begins on January 22, 2013 and will end on February 13, 2013. This Offer can be terminated or altered at any time, and without notice.
Eligibility. You are eligible to enter this Program if you are at least 18 years of age or older at the time of entry. This program is void wherever it is prohibited by law and is subject to all applicable federal, state and local laws and regulations.
The Referrer (that’s you). The Program is subject to Deluxe Corporation’s Terms of Use and Privacy Policy. There is no limit to how many Friends or Colleagues you can refer to register for Deluxe Expo13. The Referrer will be awarded a copy of the book Slingshot by Expo13 speaker, Gabor George Burt for each Colleague who registers for Deluxe Expo13. It is up to you to track your progress and see when you have reached your fulfillment goal. We will notify you via email one week prior to the February 12-14 Deluxe Expo13 with details regarding receipt of your book. If you are attending, Deluxe Expo13, we will make arrangements to have your book available for pick up on-site at the event in Chicago February 12-14.
*Gabor George Burt and Franklin Green Publishing are not affiliated with this offer.
After you’ve registered for an event (using our online registration tool), you’ll receive instructions via e-mail on how to access the Web site for the seminar. You’ll also receive a dial-up phone number so that you can listen to the discussion, see the talking points on your computer screen, and use your keyboard to participate in the interactive audience polling
Once you’ve registered for the Webinar, you’ll receive instructions via email on how to dial up on your phone for the call. You may also receive instructions on how to print out any handouts. You’ll be able to listen to the discussion and participate in Q&A with the thought leader using your phone.
First, make sure that you are enrolled in the event. You will not be able to "join" the Webinar unless you have enrolled in advance.
If you are already enrolled, please follow these steps to prepare for and JOIN the Webinar.
Print the handout materials. To do this, click on the Reference Library tab at the top of the screen. Scroll down to see if there is a handout for the Audio Conference. If there is, print it out.
Think about (and perhaps write down) any questions that you’d like to ask the presenter. You’ll have the opportunity to do so on the Webinar.
You can JOIN the Webinar prior to the start time by calling the toll-free number listed on your reminder emails, which are sent out 1 week, 1 day, and 1 hour before the event. If you enrolled within one hour of the start time, check your email for the confirmation email, which will include the join instructions.
Webinar operator will ask you for the following information:
-- Your name.
-- Your Business Routing and Transit number.
-- # of people listening to your dial-up. (Do you have others in the room with you?) (Deluxe Account Managers – please use your client’s name and BC number!)
The Knowledge Exchange Series is an ongoing, complimentary series for financial institution executives. Sponsored by Deluxe, the series helps banks and credit unions from the around the country identify solutions to shared business challenges. Registered members will have access to:
Registered members of the series will receive an issue of the Knowledge Quarterly four times per year: January, April, July, and October. The publication includes articles by customer experience thought-leaders, research, reports from the Collaborative work, and information about upcoming events.
The idea behind the collaborative is a relatively new one. A collaborative harnesses the collective wisdom of industry participants on a specific topic and shares the findings with the rest of the industry to make an impact.
As part of the Knowledge Exchange Series, Deluxe is sponsoring the creation of the first Knowledge Exchange Collaborative, an exciting new initiative that will bring together financial institutions that share a commitment to making major, rapid changes that produce breakthrough results. In 2005, the Collaborative focused on how to enhance customer experiences and brand loyalty — a critical topic for today’s financial institutions. In 2006, the Collaborative will focus on how to enhance customer experiences for small business customers. Here’s how it works:
A team of financial institutions that share Deluxe's passion for improving the customer experience agree to participate in the Collaborative. As a contingent for being a participant, they’ve agreed to share their findings with others.
Deluxe will provide the customer experience content experts and the facilitators for the Collaborative; the financial institutions will determine their own path of development.
The financial institutions will meet in three 3-day learning sessions, led by "experience" experts that will provide them with instruction in the theory and practice of improving the customer experience. At these sessions, the financial institutions will report on their activities, methods and results surrounding their efforts.
Following each learning session, the real work of the Collaborative will be accomplished in "Action Periods". Financial institutions will implement concepts and ideas within their business, face and conquer the tough realities of change, and consult with experts and other team members.
The learnings, all along the journey, will be shared with the larger Knowledge Exchange Series audience via the Knowledge Quarterly, on the Knowledge Exchange Web site, and at an Expo.
The Knowledge Exchange Series is complimentary to Deluxe customers. Deluxe is committed to making your brand the best it can be in the eyes of your consumer. Your success equals our success. That’s why we’re bringing you the best available knowledge, the most current research, and the most compelling insights about your customers.
The Knowledge Exchange Series is open to all Deluxe customers. Anyone who has an interest in transforming the customer experience should register to become a member. The participants will be different within each financial institution, but could include CEOs, Presidents, Vice Presidents, Marketing Directors, Retail Managers, Operations Managers, etc. There is no limit to how many people from each financial institution can become a member and participate in events.
Knowledge Exchange Series members are encouraged to tell their coworkers or employees about the Series but not to invite others from outside their financial institution, as the series is an exclusive privilege for Deluxe customers only. Once someone is registered, they can refer others to join.
The idea behind the collaborative is a relatively new one. A collaborative harnesses the collective wisdom of industry participants on a specific topic and shares the findings with the rest of the industry to make an impact.
As part of the Knowledge Exchange Series, Deluxe is sponsoring the creation of the first Knowledge Exchange Collaborative, an exciting new initiative that will bring together financial institutions that share a commitment to making major, rapid changes that produce breakthrough results. In 2005, the Collaborative focused on how to enhance customer experiences and brand loyalty — a critical topic for today’s financial institutions. In 2006, the Collaborative will focus on how to enhance customer experiences for small business customers. Here’s how it works:
A team of financial institutions that share Deluxe's passion for improving the customer experience agree to participate in the Collaborative. As a contingent for being a participant, they’ve agreed to share their findings with others.
Deluxe will provide the customer experience content experts and the facilitators for the Collaborative; the financial institutions will determine their own path of development.
The financial institutions will meet in three 3-day learning sessions, led by "experience" experts that will provide them with instruction in the theory and practice of improving the customer experience. At these sessions, the financial institutions will report on their activities, methods and results surrounding their efforts.
Following each learning session, the real work of the Collaborative will be accomplished in "Action Periods". Financial institutions will implement concepts and ideas within their business, face and conquer the tough realities of change, and consult with experts and other team members.
The learnings, all along the journey, will be shared with the larger Knowledge Exchange Series audience via the Knowledge Quarterly, on the Knowledge Exchange Web site, and at an Expo.
After you’ve registered for an event (using our online registration tool), you’ll receive instructions via e-mail on how to access the Web site for the seminar. You’ll also receive a dial-up phone number so that you can listen to the discussion, see the talking points on your computer screen, and use your keyboard to participate in the interactive audience polling
Once you’ve registered for the Webinar, you’ll receive instructions via email on how to dial up on your phone for the call. You may also receive instructions on how to print out any handouts. You’ll be able to listen to the discussion and participate in Q&A with the thought leader using your phone.
First, make sure that you are enrolled in the event. You will not be able to "join" the Webinar unless you have enrolled in advance.
If you are already enrolled, please follow these steps to prepare for and JOIN the Webinar.
Print the handout materials. To do this, click on the Reference Library tab at the top of the screen. Scroll down to see if there is a handout for the Audio Conference. If there is, print it out.
Think about (and perhaps write down) any questions that you’d like to ask the presenter. You’ll have the opportunity to do so on the Webinar.
You can JOIN the Webinar prior to the start time by calling the toll-free number listed on your reminder emails, which are sent out 1 week, 1 day, and 1 hour before the event. If you enrolled within one hour of the start time, check your email for the confirmation email, which will include the join instructions.
Webinar operator will ask you for the following information:
-- Your name.
-- Your Business Routing and Transit number.
-- # of people listening to your dial-up. (Do you have others in the room with you?) (Deluxe Account Managers – please use your client’s name and BC number!)
Knowledge Exchange Series is best viewed with Microsoft® Internet Explorer 7.0 & 8.0, Firefox, Google Chrome or Safari. You must also have your browser set up to accept cookies and enable JavaScript.
Unfortunately, an email address is required to register for the Knowledge Exchange Series. You may use any email address that you like (either your home or work email address). If you do not have access to email, you could use the email address of a co-worker.
NOTE: A unique email address for each Knowledge Exchange Series member is required. Multiple members may not use the same email address. If you don't have access to email and are planning to use a co-worker's email address, please make sure that the co-worker isn't already a registered Knowledge Exchange Series member.
FAQs
