Fintech Labs Insights

MARCH 14, 2024

It’s time to register for the events you’re considering. For financial marketers, especially those in credit unions and community banks, the biggest event of the year, The Financial Brand Forum , is just two months away. But there is much more to choose from.

Conference 15

Conference Fintech Marketing Las Vegas 15

William Mills

APRIL 26, 2017

He has more than 30 years of experience in financial technology and is a recognized leader in financial and technology marketing. He has personally advised more than 300 chief executives on marketing strategy, business development, mergers and acquisitions, company branding and public relations.

social media 68

social media Customer Experience Marketing Strategies Strategy 68

William Mills

MAY 8, 2018

He has more than 34 years of experience in financial technology and is a recognized leader in financial and technology marketing. He has personally advised more than 300 chief executives on marketing strategy, business development, mergers and acquisitions, company branding and public relations.

social media 40

social media Customer Experience Marketing Strategies Strategy 40

William Mills

SEPTEMBER 25, 2018

However, they see their main value as helping to improve customer experience. ^SR Cashoff enhances customer engagement with its loyalty program offering cash back by big-name brands. Cashoff integrated with global brands. This functionality includes restaurants, events, concerts, and more. 09:34 am Cashoff.

Mobile 78

Mobile Customer Experience Lending Analytics 78

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.

San Francisco 68

San Francisco social media San Jose Customer Experience 68

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 11, 2016

From my understanding of their offering they let mid to large financial planners/consultants utilize state-of-the-art data tools in real time coupled with NLQ AI for a better customer experience, allowing a financial planner to do a better job for more clients in less time. 01:15 pm 10 Reasons Why Fintech Startups Fail.

Video 40

Video Lending social media Analytics 40