PYMNTS

JUNE 30, 2016

A study released by Market Strategies International found that 31 percent of American households feel stuck in a relationship with one or more financial services companies they distrust. A similar pattern exists for banking, life insurance, mortgage lending, credit cards and even investment firms.

Marketing Strategies 102

Marketing Strategies Study Meeting Strategy 102

William Mills

MAY 11, 2016

Under the scenario the consumer can transfer much-needed cash as well get cash (that was earned, not paid yet) so no payday or online lending debt is added. Going to speak about technology can be better used in the card world. Peer lending meets machine learning, with LendingRobot. Emmanuel Marot (CEO). Gilad Golan (CTO).

Video 40

Video Lending social media Analytics 40

William Mills

MAY 11, 2016

Credit cards offer rewards but over 60% of payments are made on debit cards. Chip card reader for when customers are shopping online to improve security. Verifies the card and pushes that information onto the merchant. What’s the market strategy? Their rate is cheaper which gets them in the check-out (1.5 +15).

Video 40

Video Mobile social media Analytics 40

William Mills

MAY 10, 2016

One use case is to use a bot, via text messaging, to help customers when they have potential credit card fraud. Card-linked offers generated a lot of excitement a few years ago. They have a platform to source the merchant offers, and match them with card issuers. Link your card to website or app, select the offer.

San Jose 40

San Jose Customer Experience Mobile social media 40

William Mills

SEPTEMBER 9, 2016

You can look at life events such as marriage, credit card, new job, etc. International lending platform – Create opportunities for Investors. Regulated Financial Institution. 2015 formed aspire to address inefficiencies in alternative lending market. Larger banks want an API and dig-down. All options are possible.

social media 40

social media ATM Mobile Customer Experience 40

William Mills

SEPTEMBER 7, 2016

With CRMnext, replacing a lost card or request a new pin is a one button process. Demo: voice conversation with Alexa, able to ask bank account balance, block cards, pay bills, send money to friends. I think cards from Dynamics ARE big in Canada. Is it connected to someone’s primary financial institution? I’m thinking so.

Mobile 40

Mobile Cards Fraud Data 40

William Mills

MAY 9, 2018

A TON of really old technology is being used in mortgage lending. In fact, Fiserv recently sold ALL of their mortgage technology to a PE firm. I really like this kind of tech: why use a card with an ATM when you have your mobile banking app on your mobile phone? Synapse Financial Technologies, [link] @synapsefi.

Security 40

Security Samsung Strategy San Jose 40