William Mills

APRIL 27, 2017

From their web site: Capsilon provides comprehensive digital mortgage solutions that enable mortgage companies to increase productivity and lower costs, while ensuring compliance. He has more than 30 years of experience in financial technology and is a recognized leader in financial and technology marketing.

San Francisco 68

San Francisco social media San Jose Customer Experience 68

William Mills

MAY 11, 2016

Corezoid is advocating for a “process focused” view of bank technology, by use of APIs. This approach makes a lot of sense– but not sure if it would meet the governance and compliance considerations of most banks and investment management firms. ^SR Scale private banking model to a much broader market. Solutions).

Video 40

Video Lending social media Analytics 40

William Mills

MAY 11, 2016

What’s the market strategy? Helps with mobile onboarding and anti-money laundering compliance. ^SR. We are the global leaders in identity solutions while protecting FI’s and providers from compliance and fraud.” Digital analytics database and analytics engine for financial services. Interesting demo.

Video 40

Video Mobile social media Analytics 40

William Mills

MAY 10, 2016

There is a growing focus on customer experience and related compliance issues. We expect to see innovations in mobile, security, analytics, customer experience, and more. ^SR. He has more than 30 years of experience in financial technology and is a recognized leader in financial and technology marketing.

San Jose 40

San Jose Customer Experience Mobile social media 40

William Mills

SEPTEMBER 9, 2016

Addresses compliance, fraud experience and customer experience analytics. Social media is a special challenge since social media was not created with compliance in mind. Built the platform for networking, data management and analytics and reporting. Blue, Red (Compliance), Green (what bankers do best).

social media 40

social media ATM Mobile Customer Experience 40

William Mills

MAY 9, 2018

Our Actionable Intelligence Management solutions help banks and mortgage companies streamline and automate manual processes, seize new business opportunities and manage compliance, all while transforming the customer experience. Synapse Financial Technologies, [link] @synapsefi. william@williammills.com William Mills, CEO WMA.

Security 40

Security Samsung Strategy San Jose 40

William Mills

SEPTEMBER 7, 2016

Data and Analytics are a profit center rather than something that just needs to be managed. Demo: A Wealth Management Company (ACME)– GoodData can embed analytics directly in ACME’s dashboard. Visualizing data for trends and market projection, visualize data in different ways. Turning Data into Insight and further into Action.

Mobile 40

Mobile Cards Fraud Data 40