Gonzobanker

DECEMBER 19, 2022

SoFI gets a commercial bank that brings deposits, compliance, AND business lending. Goes to CUNA Mutual for driving its CuneXus platform into the market and all the financial institutions using these straightforward tools to increase lending activity via simple data-driven engagement. The Smarter Bank Customer Experience Award.

Community 216

Community Fintech Industry Innovation 216

Gonzobanker

DECEMBER 14, 2023

The John Lovitz “Yeah My Wife Morgan Fairchild Award” – goes to fellow pathological liar and now former OCC Chief Financial Technology Officer Prashant Bhardwaj. The Smarter Bank – Customer Experience Award – goes to Synovus Bank. It seems this “seasoned executive” had quite a few holes in his storied resume.

Fintech 194

Fintech Community Regional Technology 194

William Mills

MAY 9, 2018

I’m here at the Santa Clara Convention Center covering the demos. In addition to two great days of demos I’m looking forward to days 3 and 4 of conference content and a panel session I’m hosting on Friday. Product Demoed: Project Finance. A TON of really old technology is being used in mortgage lending.

Security 40

Security Samsung Strategy San Jose 40

William Mills

MAY 10, 2016

There is a growing focus on customer experience and related compliance issues. Qumrum allows banks to actually document customer interactions online. CallVU helps the banker to better relate to the customer journey, with information relevant to each stage. ^SR. Customer care turning into a customer journey.

San Jose 40

San Jose Customer Experience Mobile social media 40

William Mills

APRIL 27, 2017

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. William Mills. finovate Tweets.

San Francisco 69

San Francisco social media San Jose Customer Experience 69

William Mills

SEPTEMBER 9, 2016

Demo: Logging into App without the use of password. He is funny, this is so quick, he doesn’t need 7 minutes to demo. Construct bond portfolios that are customized and optimized for each client. Demoing: Character, Joe Wilkes who is a rising star investor. Built a solution called Customer Insight for banking.

social media 40

social media ATM Mobile Customer Experience 40

William Mills

MAY 11, 2016

05:44 pm That is a wrap on demos for the day. To get the customer, they offer a rewards program which is 1% rewards. Demo: Sezzle app with knowledge based authentication to link bank accounts. Demoing first with apple watch. Is this the first time we have seen an apple watch as apart of a demo today? v=tSR3jjaegjs.

Video 40

Video Mobile social media Analytics 40