William Mills

SEPTEMBER 9, 2016

From their web site: Based in San Francisco, MarketX was founded by a group of experienced professionals from finance, legal, and technology backgrounds. Addresses compliance, fraud experience and customer experience analytics. Working for the past 6 years with many banks to design their online experience.

social media 40

social media ATM Mobile Customer Experience 40

Gonzobanker

DECEMBER 20, 2019

There is an understanding that technology and fintech are going to cause radical change, but the how, how big and when are still very unclear. A finance pro who was not afraid of technology, Trylko brought respect and class to every endeavor he undertook. Its Baldrige-winning tenacity on customer experience is legendary and consistent.

Idaho 148

Idaho Conference Data Marketing 148

CB Insights

JANUARY 6, 2019

But, in an increasingly digital world, brick-and-mortar retail shops are embracing new ways to disrupt the system and get an edge on customer attention. Learn about the technologies, innovations, and strategies that retailers can leverage this holiday season. One popular choice: retail innovation labs. Get the 54-page retail report.

Innovation 77

Innovation Retail Branding Technology 77

Independent Banker

OCTOBER 28, 2014

“Community banks are using some basic analytics processes for reporting on account sizes, credit risk and elementary customer segments,” agrees Karan Bhalla, managing director for IQR Consulting in Santa Rosa, Calif. However, community banks should begin to focus on analyzing data with the goal of improving the customer experience.

Data 88

Data social media Community Bank Community 88

Independent Banker

NOVEMBER 13, 2014

“Community banks are using some basic analytics processes for reporting on account sizes, credit risk and elementary customer segments,” agrees Karan Bhalla, managing director for IQR Consulting in Santa Rosa, Calif. However, community banks should begin to focus on analyzing data with the goal of improving the customer experience.

Data 70

Data social media Community Bank Community 70

Banking 2020

MARCH 12, 2015

Some technology buzzwords become so embedded in the lexicon they reach cliché status at warp speed. As financial services providers and financial institutions, we’re not really in the business of technology—it enables what we do, but it’s not what we do. It’s not a buzzword, and it can’t always be clearly defined, but it’s vital.

ATM 40

ATM Retail Mobile Atlanta 40

William Mills

MAY 9, 2018

Again another financial wellness platform using machine learning technology. A TON of really old technology is being used in mortgage lending. In fact, Fiserv recently sold ALL of their mortgage technology to a PE firm. Grounding your organization’s digital transformation in people, processes, and technology is critical.

Security 40

Security Samsung Strategy San Jose 40

William Mills

SEPTEMBER 7, 2016

Also a pretty good customer experience. Their technology is basically a card with a built in computer that lets the holder to change a credit card to a different type of credit card, or perhaps even a debit card. Perhaps there is a big bank in Canada that has embraced their technology. Their application is middleware.

Mobile 40

Mobile Cards Fraud Data 40

CB Insights

JULY 19, 2017

Download this presentation from the CB Insights Innovation Summit to see the technologies, business models and distribution innovations that you should watch for in the next 5 to 10 years. Technology. Technology. Phillips Design focuses on new ideas and new technologies to improve the lives of their customers.

Innovation 74

Innovation San Francisco Georgia Technology 74