William Mills

MAY 8, 2018

He has more than 34 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.

social media 40

social media Customer Experience Marketing Strategies Strategy 40

William Mills

APRIL 26, 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.

social media 68

social media Customer Experience Marketing Strategies Strategy 68

William Mills

SEPTEMBER 25, 2018

However, they see their main value as helping to improve customer experience. ^SR Cashoff enhances customer engagement with its loyalty program offering cash back by big-name brands. Showing reporting/analytics in excel. ^KT With all of these components, the offering has become more of a dashboard. 09:34 am Cashoff.

Mobile 78

Mobile Customer Experience Lending Analytics 78

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.

San Francisco 69

San Francisco social media San Jose Customer Experience 69

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

MAY 11, 2016

Scale private banking model to a much broader market. We are using world-leading AI with risk analytics. It includes biometrics and behavioral analytics, with processing in real-time. ^SR. They have technology to scan documents, perform OCR, and upload—all from a mobile device. Great entrance Nathan; lots of energy.

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? Digital analytics database and analytics engine for financial services. Even though I’m a huge advocate of data and analytics, I do find this a bit creepy.

Video 40

Video Mobile social media Analytics 40