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. infocorpgroup. Now THIS is cool.

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. Industry Solutions Marketing Mgr.). Showing a Know Your Customer solution on a browser-based platform. Assaf Frenkel (VP, Product & Marketing).

San Jose 40

San Jose Customer Experience Mobile social media 40

William Mills

MAY 11, 2016

Sergii Danilenko (Head of Marketing). Banks are not experts in IT, so now they can leverage plug-and-play technology functionality. Corezoid is advocating for a “process focused” view of bank technology, by use of APIs. Sabina Bhatia (Director, Marketing). Scale private banking model to a much broader market.

Video 40

Video Lending 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. Synapse Financial Technologies, [link] @synapsefi.

Security 40

Security Samsung Strategy San Jose 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? From their web site: “Chattanooga-based TransCard strives to build and service a world-class technology platform that supports innovative payment solutions across multiple markets.

Video 40

Video Mobile social media Analytics 40