Remove banks-credit-unions-fintech-omnichannel-customer-experience
article thumbnail

Finovate Fall 2016 Live Blog – Day 2

William Mills

William Mills Agency will be live blogging at Finovate Fall 2016. An App Store for FinTech applications. Came from investment banking background. Construct bond portfolios that are customized and optimized for each client. Hybrid approach to empower advisors, remain compliant and really help customers.

article thumbnail

Finding the highest-value customers with digital: not as simple as it seems

Javelin Strategy & Research

What do I have to DO to get into the best digital customer relationships? Here’s another favorite I here: “ We’re just going to be a fast-follower in digital ” is another common refrain I hear, yet privately these same folks tell me the only thing they are rapidly doing is losing their younger and more profitable customers.

Austin 40
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

FinovateFall 2017 Live Blog – Day 2

William Mills

William Mills Agency will be live blogging at FinovateFall 2017. Digital banking solutions for community banks and credit unions. A turnkey solution incorporating CRM, invoicing and payments into a simple solution for the business delivered through the bank’s digital banking solution.

Samsung 69
article thumbnail

Ready for a Sneak Peek? How to Best Prepare for FinovateFall

Fintech Labs Insights

Agreement Express offers an an end-to-end platform that helps traditional financial institutions automate labour intensive parts of the customer onboarding process to remain compliant while quickly opening customer accounts. ebankIT’s platform offers financial institution clients an omnichannel experience.

How To 12