William Mills

SEPTEMBER 12, 2017

Cool name and branding. VERY Cool mobile, user experience. I like their branding. 83 million in funding. This technology powers a ton of other FinTech companies (something that I don’t think most people know). The company is now Envestnet, but until they drop the Yodlee brand they will always be Yodlee to me.

Samsung 69

Samsung Mobile User Experience Google 69

William Mills

MAY 11, 2016

Here’s another solution for document management and origination. ^SR. From their website: ShortSave helps servicers help borrowers — without red tape, phone calls, or additional documentation. Can add loan documents with image capture via phone. Branded version is available. ^KT. Walk through the purchase experience.

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. With so many companies showing web-based platforms the quality of the user experience is paramount.

Security 40

Security Samsung Strategy San Jose 40

William Mills

SEPTEMBER 7, 2016

We are doing a refi on our condo and I had to use GoToMeeting to show our FI’s mortgage lender how to find and use the documents we uploaded on THEIR system because the loan officer didn’t know how to use the system. Integrated with major retailer API’s like Amazon, eBay, Best Buy and several other aspirational brands.

Mobile 40

Mobile Cards Fraud Data 40

CB Insights

OCTOBER 31, 2019

For example, CRM platform Intercom’s “Answer Bot” can interpret questions and retrieve appropriate answers from the site’s FAQ and help documentation — something that would take users a long time to search for themselves. In the best applications, those tasks are (1) more time-consuming without a bot, and (2) simple and specific.

Industry 78

Industry Examples Tools Retail 78

Fintech Labs Insights

SEPTEMBER 1, 2015

ArcBit aims to lever Bitcoin and Blockchain technology to connect you to the global Internet economy. Authy delivers proven fast-to-implement, highly scalable and reliable 2FA with an intuitive user experience and a powerful API. Auvenir is a smarter way to audit financial statements. Dynamics, Inc.

Company 12

Company Software Analytics Mobile 12