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

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. Working for the past 6 years with many banks to design their online experience. Especially to bank or invest?

social media 40

social media ATM Mobile Customer Experience 40

William Mills

MAY 11, 2016

Sabina Bhatia (Director, Marketing). PayActiv helps consumers with short-term cash, available to be picked up from any ATM. Do no go online and get another online loan. Millennials want the right mortgage, right now, online or on their phone. Mills-Grimes is the Digital Marketing Consultant at William Mills Agency.

Video 40

Video Lending social media Analytics 40

William Mills

MAY 11, 2016

Chip card reader for when customers are shopping online to improve security. Integrate with any online merchant site. Customers can store all of their online profiles in one secure location to improve user experience. What’s the market strategy? The account has a tie into social media and sharing.

Video 40

Video Mobile social media Analytics 40

William Mills

MAY 9, 2018

Fiserv is highly regarded for its leadership and innovation, and award-winning solutions for mobile and online banking, payments, risk management, data analytics and core account processing. Info: Covered Security acts as a personal security assistant looking out for your online life. Presenters: Chris Zannetos. Brian Milas.

Security 40

Security Samsung Strategy San Jose 40