Compliance Customer Experience Demo social media 
South State Correspondent
MAY 13, 2024
The major themes of fraud, artificial intelligence (AI), expansion of instant payments, open banking, and regulation were particularly relevant to your roles as executives, risk managers, compliance officers, and technology leaders. Unfortunately, most banks don’t gather fraud data across payment channels or track “pre-crime events.”
William Mills
DECEMBER 12, 2017
Customer experience, automation, machine learning, artificial intelligence (AI), ease of use, flexibility – all of these were part of the discussions at this year’s SourceMedia’s Small Business Banking Conference in Austin, Texas. They want tools that help them grow their business and remove the tedious activities that prevent that.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Insights on Business
FEBRUARY 10, 2019
The conference holds an impressive line up of education and activities for financial leaders focused on developing a strategic point of view and prospective roadmap to lead their organizations into the future: Reshaping the customer experience with new business models supporting an integrated ecosystem-based marketplace. Get social.
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.
Gonzobanker
DECEMBER 14, 2023
The Financial Branding Quote of the Year Award – goes to Piper Sandler’s Scott Hildenbrand : “Every bank has a peer group to compare their financial ratios, but bank leaders should also have a social media peer group.” The Smarter Bank – Customer Experience Award – goes to Synovus Bank.
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.
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.
Expert insights. Personalized for you.
195 
Let's personalize your content