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.

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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. OurCrowd is bringing a fintech solution to the process of sourcing and managing deals. Leveraging assets from mobile banking and moving into the customer journey.

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San Jose Customer Experience Mobile social media 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? FundManger.io

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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

Fintech Labs Insights

JUNE 4, 2015

Above: Interactions Marketing Manager Dan Fox demoing conversational solutions for banks and FIs at FinovateSpring 2014 in San Jose. And beyond this is the even broader field of companies leveraging voice technologies to help consumers make payments and transfer money, manage their finances and even direct investments.

Technology 12

Technology San Jose New York Video 12

William Mills

MAY 11, 2016

CreditHQ helps businesses manage cashflow. They analyze credit interactions to determine which customers will pay, and when. Managing cash flow – targeted at small business in partnership with banks. ^KT. Here’s another solution for document management and origination. ^SR. Branded version is available. ^KT.

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