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. They are focused on delivering customer love, I’m all for that as a business objective.

San Francisco 69

San Francisco social media San Jose Customer Experience 69

Fintech Labs Insights

JULY 11, 2023

These are the largest events in the financial services industry geared towards banking technologists, program managers, marketers, developers and C-Suite execs at both legacy financial institutions and upstart banktech and fintech firms. 2,000 attendees (1,000 from financial institutions). 200 speakers.

Las Vegas 12

Las Vegas San Diego Conference Austin 12

Fintech Labs Insights

MAY 2, 2023

These are the largest events in the financial services industry geared towards banking technologists, program managers, marketers, developers and C-Suite execs at both legacy financial institutions and upstart banktech and fintech firms. 1,200+ attendees (600+ from financial institutions). 100+ speakers.

Las Vegas 12

Las Vegas San Francisco San Diego Conference 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

Also a pretty good customer experience. Swych is a private company funded by seasoned angel investors from the banking, financial services, payments, gifting, telecom and enterprise computing space. Swych’s headquarters are in Plano, Texas with offices in San Francisco, CA. Their application is middleware. Biometrics?

Mobile 40

Mobile Cards Fraud Data 40