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FinovateSpring 2016 Live Blog – Day 2

William Mills

Branded version is available. ^KT. Fiserv is meeting that need for FIs and millennials. Industry leader Fiserv is tackling the issue account opening for Millennials. WMA does utilize a large community bank for our banking needs since of our bank of 30+ years closed (First Atlanta/Wachovia)). Who is the target audience?

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Finovate Fall 2016 Live Blog – Day 1

William Mills

Integrated with major retailer API’s like Amazon, eBay, Best Buy and several other aspirational brands. I’ve heard that financial planners are having a hard time getting Millennials thinking about retirement but instead focus on short-term financial goals – homes, vacations, etc. Om Kundu and Mark Krofchik.

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