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. BeSmartee www.besmartee.com ^William.

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 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. Key Partnerships & Customers. We license the technology to HW vendors and brands.

Security 40

Security Samsung Strategy San Jose 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 Ryan Wilk (VP, Customer Success) and Robert Capps (VP, Bus. Showing using a brand new device on a brand new connection. How does this work?

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. Branded version is available. ^KT. As a co-branding solution, it would work very well. Helps with mobile onboarding and anti-money laundering compliance. ^SR. Who is the target audience? What’s the market strategy?

Video 40

Video Mobile social media Analytics 40