Branding Compliance Financial Technology social media 
Gonzobanker
DECEMBER 14, 2023
Under Stuart’s leadership over the past 17 years, OnPoint has gone from under $2 billion in assets to knocking on the door of $10 billion, all while becoming the most recognized financial brand in the Portland market and achieving some of the industry’s best profitability in 2023. The Monty Python “Biggus Dickus” Award – goes to Sen.
William Mills
APRIL 27, 2017
From their web site: Capsilon provides comprehensive digital mortgage solutions that enable mortgage companies to increase productivity and lower costs, while ensuring compliance. He has more than 30 years of experience in financial technology and is a recognized leader in financial and technology marketing.
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William Mills
MAY 11, 2016
Corezoid is advocating for a “process focused” view of bank technology, by use of APIs. 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 Showing using a brand new device on a brand new connection.
William Mills
SEPTEMBER 9, 2016
Now showing how Avoka can integrate with a ton of apps in a matter of days with your company’s brand. Quickly integrating a variety of solutions is a huge problem facing financial institutions. Franchises – Americas greatest brands” They have a list view function where investors can investigate franchises near and far.
William Mills
MAY 11, 2016
Branded version is available. ^KT. The account has a tie into social media and sharing. This is the integration of mobile social media with trading. 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?
William Mills
MAY 10, 2016
There is a growing focus on customer experience and related compliance issues. He has more than 30 years of experience in financial technology and is a recognized leader in financial and technology marketing. She manages all digital and social media efforts on behalf of agency clients.
Social Assurance
NOVEMBER 15, 2019
Being dogmatic about achieving your outcomes, rather than how it’s done, helps you to better position your brand in the market. Combining data with emerging technology enables new organizations to help change the way people think. The inaugural conference successfully brought together key players in the financial technology sector.
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