PYMNTS

MAY 1, 2018

CMO Rob Israch said the multi-entity capability is what differentiates Tipalti, enabling customers to run their entire payables operations across borders and brands from a single touchpoint. NetSuite has its own PO creation capability, but the integration enables users to streamline their complete accounts payable (AP) workflow. DadeSystems.

Innovation 126

Innovation Fraud System Cards 126

Cisco

MAY 25, 2021

Using Cameras, Sensors and Digital Signage for Alerts, Warnings, Building Status, Automation, Analytics …Find Rooms, minimize over-scheduling, eliminate no-shows, reduce late meeting starts, social distancing , SPACE OS – Middleware for COVID compliance, Cleaning Room Hold example. Interactive Demo in Chrome: [link].

Strategy 71

Strategy Mobile Study System 71

Gonzobanker

JUNE 25, 2021

Further, this same study found that out of 27 systems, call center and customer relationship management (CRM) platforms both ranked in the top 10 by banks for systems slated for purchase or replacement this year. These tips can help executives manage – and keep – the people so critical to customer care. Redefine excellent service.

Customer Experience 95

Customer Experience Fraud Policies Training 95

Social Assurance

OCTOBER 13, 2021

certainly, felt firsthand the impact of Facebook and Instagram going down, preventing our clients, consumers, and businesses from distributing their content and preventing advertisers and marketers from managing campaigns, optimizing their advertising, and accessing their analytics. And we too, at Social Assurance.

social media 15

social media Strategy Marketing Strategies Marketing 15

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.

San Francisco 69

San Francisco social media San Jose Customer Experience 69

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 Showing using a brand new device on a brand new connection. Use the blockchain to manage identity, that’s one of the aims of DigiByte. Solutions).

Video 40

Video Lending social media Analytics 40

William Mills

MAY 11, 2016

CreditHQ helps businesses manage cashflow. Managing cash flow – targeted at small business in partnership with banks. ^KT. Here’s another solution for document management and origination. ^SR. What’s the market strategy? Branded version is available. ^KT. David Carr (Innovation Manager).

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. Product Demoed: Agile Mortgages. Key Executives. Key Investors. Kodak Alaris. One, [link].

Security 40

Security Samsung Strategy San Jose 40

William Mills

MAY 10, 2016

There is a growing focus on customer experience and related compliance issues. OurCrowd is bringing a fintech solution to the process of sourcing and managing deals. Interesting take on managing customer experience, a big topic nowadays. Mills-Grimes is the Digital Marketing Consultant at William Mills Agency.

San Jose 40

San Jose Customer Experience Mobile social media 40

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. Targeted at Marketing, execs, lines of business owners, etc. Demo: Customer Insight Dashboard for Regional Manager who can view their forward looking metrics such as customer attrition and look forward several quarters.

social media 40

social media ATM Mobile Customer Experience 40

William Mills

SEPTEMBER 7, 2016

Data and Analytics are a profit center rather than something that just needs to be managed. Demo: A Wealth Management Company (ACME)– GoodData can embed analytics directly in ACME’s dashboard. Visualizing data for trends and market projection, visualize data in different ways. Turning Data into Insight and further into Action.

Mobile 40

Mobile Cards Fraud Data 40