South State Correspondent

OCTOBER 26, 2023

The discussions were healthier, more compliance-focused, and with little expectations that banks were going to offer crypto to their customers any time soon. Generative AI: Traditional AI was ever-present in touted solutions regarding fraud, risk management, and the customer experience.

Conference 221

Conference Las Vegas Fraud Case Study 221

PYMNTS

SEPTEMBER 6, 2016

There’s just one problem: The current digital environment has introduced whole new varieties of risks, threats and emerging competitors — making the switch to digital for financial institutions fraught with challenges and the prospect of enabling friction-free consumer experiences more difficult. CA Technologies’ Roadmap.

Security 100

Security CA Payments Big Data 100

William Mills

APRIL 27, 2017

BeSmartee is based in Huntington Beach, CA. ALL LENDERS whether banks, credit unions or independent mortgage bankers MUST step up their customer experience and reduce costs with new technology from companies like BeSmartee. Again, another great UI show how a loan officer can work faster creating a better customer experience.

San Francisco 69

San Francisco social media San Jose Customer Experience 69

Fintech Labs Insights

DECEMBER 6, 2016

From there he showed how multiple teams, including marketing, legal, and compliance, can generate end-to-end workflows using tools such as drag-and-drop, sketch, media uploads, and more. Headquartered in San Carlos, CA. This large-scale disruption is requiring companies to significantly accelerate their pace of innovation.

New York 12

New York CA Tools UX 12

William Mills

MAY 9, 2018

How they describe their product/innovation: Project Finance is a personal finance application that shows users the future of their finances based on all the choices and decisions they’re making today. HQ: Sunnyvale, CA. In today’s world there is uncertainty around many things, your finances don’t have to be one of them.

Security 40

Security Samsung Strategy San Jose 40

William Mills

SEPTEMBER 7, 2016

Demo: 5 Use cases centering around an Advisor (Andrew) who met with customer who opened a new account. Andrew just needs to review the account and forward on to compliance for their review. Andrew can snooze until Compliance has done their work so his workspace is not cluttered. Also a pretty good customer experience.

Mobile 40

Mobile Cards Fraud Data 40

Insights on Business

FEBRUARY 10, 2019

Welcome to Think 2019 in San Francisco, CA! Optimizing risk, compliance and security. Note: Times listed are in the event’s local time zone: San Francisco, CA. 10:30 AM – 11:10 AM | Session ID: 4305 | Next: A New Digital Bank Needs a New Customer Service Experience. Useful links. Monday, February 11.

San Francisco 79

San Francisco blockchain Conference Video 79