William Mills

SEPTEMBER 25, 2018

Cashoff enhances customer engagement with its loyalty program offering cash back by big-name brands. Cashoff integrated with global brands. While this is true everywhere, this is a particular challenge in a market like India. MuniRisk solves information fragmentation for municipal market participants. 09:34 am Cashoff.

Mobile 78

Mobile Customer Experience Lending Analytics 78

William Mills

APRIL 27, 2017

Seems like a pretty straightforward application of marketing automation and predictive marketing. New financial product category: home ownership investment. From their web site: Unison is the market leader in home ownership investment. Mills-Grimes is the Digital Marketing Manager at William Mills Agency.

San Francisco 68

San Francisco social media San Jose Customer Experience 68

William Mills

MAY 11, 2016

Sergii Danilenko (Head of Marketing). Banks are not experts in IT, so now they can leverage plug-and-play technology functionality. Corezoid is advocating for a “process focused” view of bank technology, by use of APIs. Sabina Bhatia (Director, Marketing). Scale private banking model to a much broader market.

Video 40

Video Lending social media Analytics 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. Quickly integrating a variety of solutions is a huge problem facing financial institutions. Targeted at Marketing, execs, lines of business owners, etc. I like what they are doing and I think they could be very big.

social media 40

social media ATM Mobile Customer Experience 40

William Mills

MAY 10, 2016

Industry Solutions Marketing Mgr.). Assaf Frenkel (VP, Product & Marketing). He has more than 30 years of experience in financial technology and is a recognized leader in financial and technology marketing. Mills-Grimes is the Digital Marketing Consultant at William Mills Agency.

San Jose 40

San Jose Customer Experience Mobile social media 40

William Mills

MAY 11, 2016

What’s the market strategy? 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. Sergii Danilenko (Head of Marketing). Who is the target audience?

Video 40

Video Mobile social media Analytics 40

Social Assurance

NOVEMBER 15, 2019

Due to the regulation in the financial industry, startups need to take the time to ensure that they’re compliant in their business activities. From security protocols to marketing, there are a lot of potential pitfalls. Combining data with emerging technology enables new organizations to help change the way people think.

Conference 12

Conference Fintech Nebraska Software 12

Banking 2020

JANUARY 20, 2016

From browsing on social media, to clicking through to the mobile site, to paying on the computer, the modern customer moves across multiple channels while shopping. Financial technology innovation is driving and shaping how consumers interact with banks and businesses. Bringing it all together. About the author.

Mobile 40

Mobile Millennials Bitcoin Security 40

Gonzobanker

DECEMBER 14, 2023

Merger of Equals Deal of the Year (Bank) – Burke & Herbert Financial Services Corp. and Summit Financial Group, Inc. Merger of Equals Deal of the Year (Credit Union) – Spire Credit Union and Hiway Credit Union put 2+2 together to make a $4 billion institution in the Minnesota market. billion bank in the Mid-Atlantic region.

Fintech 194

Fintech Community Regional Technology 194

William Mills

MAY 9, 2018

Stephen Butler (General Manager), Sid Probstein (CTO & VP Professional Services), Alan Swahn (VP Marketing), Percy Johnson (VP Solutions), Alex Levi (VP Sales). Having market-tested various approaches to motivate action to improve online security with tens of thousands of consumers, the company is now launching its product.

Security 40

Security Samsung Strategy San Jose 40

William Mills

SEPTEMBER 7, 2016

Visualizing data for trends and market projection, visualize data in different ways. Integrated with major retailer API’s like Amazon, eBay, Best Buy and several other aspirational brands. Marketing is headed by Stephanie Barrueto and Product Engineering by Linda Yang. Who is the target market? Om Kundu and Mark Krofchik.

Mobile 40

Mobile Cards Fraud Data 40