Insights on Business

JANUARY 17, 2019

IBM will be hosting IBM Think 2019 from February 12-15 this year at a new location in San Francisco, CA. And the conference holds an impressive line up of education and activities for financial leaders focused on: Reshaping the customer experience with new business models supporting an integrated ecosystem-based marketplace.

San Francisco 93

San Francisco CA social media blockchain 93

William Mills

APRIL 27, 2017

BeSmartee is based in Huntington Beach, CA. 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.

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San Francisco social media San Jose Customer Experience 68

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. HQ: Sunnyvale, CA. Key Partnerships & Customers. Website: conversation.one.

Security 40

Security Samsung Strategy San Jose 40

William Mills

SEPTEMBER 7, 2016

Demo: 5 Use cases centering around an Advisor (Andrew) who met with customer who opened a new account. Andrew just needs to review the account and forward on to compliance for their review. Andrew can snooze until Compliance has done their work so his workspace is not cluttered. Also a pretty good customer experience.

Mobile 40

Mobile Cards Fraud Data 40

Insights on Business

FEBRUARY 10, 2019

Welcome to Think 2019 in San Francisco, CA! Optimizing risk, compliance and security. Note: Times listed are in the event’s local time zone: San Francisco, CA. 10:30 AM – 11:10 AM | Session ID: 4305 | Next: A New Digital Bank Needs a New Customer Service Experience. Get social. Useful links.

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San Francisco blockchain Conference Video 79