Social Assurance

DECEMBER 4, 2020

Our Annual Marketing and Compliance Survey and Report sought to better understand how some of these changes affected the financial services industry and how community financial institutions responded to the challenges. For more in-depth insights, be sure to download our marketing and compliance report by clicking the link below.

Compliance 15

Compliance Marketing Report social media 15

William Mills

APRIL 27, 2017

He has more than 30 years of experience in financial technology and is a recognized leader in financial and technology marketing. He has personally advised more than 300 chief executives on marketing strategy, business development, mergers and acquisitions, company branding and public relations.

San Francisco 68

San Francisco social media San Jose Customer Experience 68

William Mills

SEPTEMBER 25, 2018

Fortr3ss’ Oracle service to Corda and Ethereum blockchains uses intelligent voice biometrics and artificial intelligence to solve the identity of node players in smart contracts for financial and healthcare institutions adopting blockchain. Fortress ID is a password manager. www.fortr3ss.com @Fortr3ssinc Alessandro Chiarini.

Mobile 78

Mobile Customer Experience Lending Analytics 78

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 Sabina Bhatia (Director, Marketing). 2 out of 3 families live with financial stress, 50 million households in the US. Molly Pandya (SVP, Product Management).

Video 40

Video Lending social media Analytics 40

William Mills

MAY 10, 2016

OurCrowd is bringing a fintech solution to the process of sourcing and managing deals. Interesting take on managing customer experience, a big topic nowadays. There’s wall-to-wall startups looking to disrupt, or maybe partner with, the top banks and wealth management firms. Shai Ben-Tovim (Chief Product Officer).

San Jose 40

San Jose Customer Experience Mobile social media 40

William Mills

MAY 11, 2016

CreditHQ helps businesses manage cashflow. Managing cash flow – targeted at small business in partnership with banks. ^KT. Here’s another solution for document management and origination. ^SR. What’s the market strategy? The software/platform pieces is the ability to use virtual card numbers.

Video 40

Video Mobile social media Analytics 40

Social Assurance

DECEMBER 20, 2016

But many of us don’t find fun ways to talk about the fee revenue we have. Our platform provides a great way to streamline your social processes and help execute your marketing strategy. Set some social media resolutions… and try to make them last longer than that diet! Social Media Marketing.

social media 12

social media Tools Video Branding 12

William Mills

SEPTEMBER 9, 2016

Targeted at Marketing, execs, lines of business owners, etc. Demo: Customer Insight Dashboard for Regional Manager who can view their forward looking metrics such as customer attrition and look forward several quarters. 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

Social Assurance

DECEMBER 17, 2021

Starting a new year is a good time to hit refresh on processes in place – including your brand’s content marketing strategy. What is a Content Marketing Strategy? A content marketing strategy is the use of valuable content to reach business goals. How to Create Your Content Marketing Strategy.

Strategy 15

Strategy Branding Marketing Marketing Strategies 15

CB Insights

OCTOBER 23, 2018

Daniel Loeb, manager of activist hedge fund Third Point LLC, led an investment of roughly $3B into Nestle in 2017 and launched an attack on the company’s leadership in mid-2018. Trian Fund pushed P&G to re-evaluate its R&D strategy. Nelson Peltz and his fund Trian Fund Management disclosed a $3.5B

Branding 73

Branding Industry Retail Strategy 73

William Mills

MAY 9, 2018

I’ve participated in every US event except one as well as Finovate Europe last year. Presenter Profile: How they describe themselves: AI Foundry uses AI and user-guided machine learning to transform enterprise operations by integrating information, people and processes. Product Demoed: Agile Mortgages. Key Executives. oneconvers.

Security 40

Security Samsung Strategy San Jose 40

William Mills

SEPTEMBER 7, 2016

Data and Analytics are a profit center rather than something that just needs to be managed. Demo: A Wealth Management Company (ACME)– GoodData can embed analytics directly in ACME’s dashboard. Visualizing data for trends and market projection, visualize data in different ways. Help customers manage their finances.

Mobile 40

Mobile Cards Fraud Data 40

CB Insights

FEBRUARY 27, 2018

Social media accelerates that cycle. Influencer marketing and other social media strategies help new trends travel fast, creating rapid consumer demand for hyper-cheap fashions. For now, blockchain-backed approaches to supply chain management may be more buzz than substance. Credit: Pinterest.

Industry 78

Industry Branding social media Retail 78

CB Insights

DECEMBER 14, 2017

The Honest Company’s content marketing strategy that drives 151,000 visits from pre-qualified customers. He was a runner, and he knew from experience that they were a much better running shoe than what was available in the US at the time. The mattress market in the US alone is worth an estimated $15B.

Video 78

Video Branding Company Strategy 78

CB Insights

JUNE 7, 2018

A public presentation to the Concordia Annual Summit in September 2016 by Cambridge Analytica’s then-CEO Alexander Nix gave the world one of its first glimpses into the psychographic techniques used by the company. Some methods include the use of: Traditional focus groups/interviews. Social media (i.e. Google analytics).

Marketing 78

Marketing Data Analytics Examples 78