Compliance Marketing Strategies Online San Jose 
William Mills
APRIL 27, 2017
Today is clearly Mortgage day at Finovate in San Jose. Omnichannel campaigns online. It looks like the company HQ is in Uruguay and they have an office in San Juan, PR. Showing how a banker could build an online offer in real time. BeSmartee www.besmartee.com ^William. As a HubSpot certified specialist, K.T.
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. We enable FIs to record everything that goes on with the customers transactions on mobile, online, social and let the FI validate interactions on that site. 11 hours a day online.
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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 Do no go online and get another online loan. Millennials want the right mortgage, right now, online or on their phone. Delta CU approved her mortgage.
William Mills
MAY 11, 2016
Chip card reader for when customers are shopping online to improve security. Integrate with any online merchant site. Customers can store all of their online profiles in one secure location to improve user experience. What’s the market strategy? Helps with mobile onboarding and anti-money laundering compliance. ^SR.
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. Info: Covered Security acts as a personal security assistant looking out for your online life. Brian Milas.
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