Perficient

APRIL 20, 2023

Marketers often turn to technology vendors to help them define robust and compliant digital marketing strategies. Bankers that have a defined digital marketing strategy are seeing greater lead generation and client acquisition.

Marketing 294

Marketing Marketing Strategies social media Strategy 294

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. Ramirez is CEO of Beyond the Arc, Inc.

San Francisco 68

San Francisco social media San Jose Customer Experience 68

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. Leveraging assets from mobile banking and moving into the customer journey. i.e. showing the mobile banking when they are calling customer service.

San Jose 40

San Jose Customer Experience Mobile social media 40

William Mills

SEPTEMBER 9, 2016

Addresses compliance, fraud experience and customer experience analytics. Customers want self-service capabilities but regulation and risk is top of mind that get in the way of digital interactions. Social media is a special challenge since social media was not created with compliance in mind.

social media 40

social media ATM Mobile Customer Experience 40

William Mills

MAY 11, 2016

This approach makes a lot of sense– but not sure if it would meet the governance and compliance considerations of most banks and investment management firms. ^SR He has more than 30 years of experience in financial technology and is a recognized leader in financial and technology marketing.

Video 40

Video Lending social media Analytics 40

William Mills

MAY 11, 2016

Customers can store all of their online profiles in one secure location to improve user experience. What’s the market strategy? The account has a tie into social media and sharing. This is the integration of mobile social media with trading. Who is the target audience?

Video 40

Video Mobile social media Analytics 40

William Mills

MAY 9, 2018

Our Actionable Intelligence Management solutions help banks and mortgage companies streamline and automate manual processes, seize new business opportunities and manage compliance, all while transforming the customer experience. Key Partnerships & Customers. Key Advisory Board Members. 01:17 pm.

Security 40

Security Samsung Strategy San Jose 40