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

SEPTEMBER 9, 2016

Addresses compliance, fraud experience and customer experience analytics. Social media is a special challenge since social media was not created with compliance in mind. I can see how some other social media channels may be more prevalent and important in the U.S. Especially to bank or invest?

social media 40

social media ATM Mobile Customer Experience 40

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). PayActiv helps consumers with short-term cash, available to be picked up from any ATM. Very compelling offering. ^SR

Video 40

Video Lending social media Analytics 40

William Mills

MAY 11, 2016

What’s the market strategy? The account has a tie into social media and sharing. This is the integration of mobile social media with trading. Helps with mobile onboarding and anti-money laundering compliance. ^SR. Sabina Bhatia (Director, Marketing). Who is the target audience?

Video 40

Video Mobile 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. We also manage BSA/AML compliance, instant authentication of bank accounts and data aggregation.

Security 40

Security Samsung Strategy San Jose 40