Remove Analysis Remove Customer Experience Remove Financial Technology Remove Marketing Strategies
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FinovateSpring 2016 Live Blog – Day 2

William Mills

From my understanding of their offering they let mid to large financial planners/consultants utilize state-of-the-art data tools in real time coupled with NLQ AI for a better customer experience, allowing a financial planner to do a better job for more clients in less time. The backend technology is hosted on the cloud.

Video 40
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FinovateSpring 2016 Live Blog – Day 2

William Mills

Customers can store all of their online profiles in one secure location to improve user experience. What’s the market strategy? Now showing custom, personalized customer video which I assume is using data analysis combined with automated video production tools. Who is the target audience?

Video 40
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Finovate Fall 2016 Live Blog – Day 1

William Mills

Also a pretty good customer experience. Cash flow analysis -. Getting ready to talk about two customer experiences. USAA is a customer and they are known as an innovator. Visual Collaboration Solution” – Acting as the head of customer experience at a fictional bank. Biometrics?

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