William Mills

JANUARY 14, 2016

Content marketing has rapidly emerged as a key marketing strategy within the fintech industry in a relatively short time. I vividly remember my content marketing conversations with clients in early 2014. Had we misgauged the importance of content marketing? 2015 was a content marketing tsunami.

Marketing 41

Marketing Fintech Marketing Automation Marketing Strategies 41

William Mills

NOVEMBER 1, 2016

While the inclusion of and need for technology is growing in order for us to do our jobs more effectively, we cannot fail to recognize that it’s also growing our contributions to these organizations – a reflection of their reliance on marketing communications as a real difference maker. CRM and relationship management. based fintech.

Technology 40

Technology US Customer Experience Marketing 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 Download our latest white paper that discusses what it really takes to develop a successful Fintech startup. BaseVenture provides a platform for fund management.

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 10, 2016

OurCrowd is bringing a fintech solution to the process of sourcing and managing deals. Interesting take on managing customer experience, a big topic nowadays. There’s wall-to-wall startups looking to disrupt, or maybe partner with, the top banks and wealth management firms. Shai Ben-Tovim (Chief Product Officer).

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