William Mills

APRIL 26, 2017

He has more than 30 years of experience in financial technology and is a recognized leader in financial and technology marketing. He has personally advised more than 300 chief executives on marketing strategy, business development, mergers and acquisitions, company branding and public relations.

social media 68

social media Customer Experience Marketing Strategies Strategy 68

Insights on Business

SEPTEMBER 21, 2018

Every year, Money20/20 is one of my favorite conferences because I get to hear firsthand how leaders are reinventing financial services and are making fundamental shifts in technology, processes, people–and ultimately their own markets–to deliver better customer experiences, build skilled workforces, and solve industry-wide challenges.

Conference 115

Conference Customer Experience Industry Trends 115

Insights on Business

OCTOBER 16, 2018

Creating compelling AI omni-channel customer experiences. Warren Raisch, IBM Executive Strategist, Watson Customer Engagement. Customers expect personalized engagement at every touch point. Customers expect on-demand personalization which requires AI and automation to scale. Monday, October 22, 2018.

Fraud 117

Fraud Customer Experience Analytics blockchain 117

William Mills

APRIL 27, 2017

It looks like this company is based in Taiwan. These folks are may be one of the companies that bring 21st Century technology to the industry. They invested in new technology and are promoting the heck out of it. Again, another great UI show how a loan officer can work faster creating a better customer experience.

San Francisco 69

San Francisco social media San Jose Customer Experience 69

William Mills

SEPTEMBER 25, 2018

Fortr3ss is working in financial, healthcare and comcast industry sectors. ^KT. Intelligent biometrics company. It combines passive biometric (monitors the way you use your device), and then voice verification. However, they see their main value as helping to improve customer experience. ^SR 09:34 am Cashoff.

Mobile 78

Mobile Customer Experience Lending Analytics 78

CB Insights

DECEMBER 5, 2017

Over the past five years, a host of different P&C insurers both in the US and abroad have launched corporate venture units or made direct investments across the startup landscape. AXA formally launched its €230M ($244M) venture fund, AXA Strategic Ventures, in February 2015 and has since disclosed investments in 22 companies.

Strategy 28

Strategy Marketing Analytics Innovation 28

William Mills

MAY 10, 2016

There is a growing focus on customer experience and related compliance issues. Qumrum allows banks to actually document customer interactions online. Not sure what the business model is here, or how they are different from other similar companies. ^SR. The company is demonstrating a mobile-based “deal room.”

San Jose 40

San Jose Customer Experience Mobile social media 40

CB Insights

JULY 16, 2017

Over the past five years, a host of different P&C insurers both in the US and abroad have launched corporate venture units or made direct investments across the startup landscape. USAA has slowed down its activity significantly, investing in just 5 new companies since the start of 2016. new sharing economy platforms). in funding.

Strategy 28

Strategy Marketing Analytics Innovation 28

PYMNTS

FEBRUARY 12, 2020

Artificial intelligence, automation and cloud computing company Esker has integrated with Stripe Connect to help companies streamline the processing of payments across borders using a single provider, according to a press release.

Payments 174

Payments Customer Experience Regional America 174

William Mills

MAY 11, 2016

2 out of 3 families live with financial stress, 50 million households in the US. This company provides unstructured content analysis for fintech. They use this tech for onboarding in the financial industry, particularly mortgage. The backend technology is hosted on the cloud. Delta CU approved her mortgage.

Video 40

Video Lending social media Analytics 40

Accenture

SEPTEMBER 25, 2017

It’s a concept that banks and financial technology (fintech) companies should—and are—quickly learning. Rather than displacing the incumbents, fintechs are acting as a stimulus for incumbents to raise their game and develop better customer experiences—often in partnership with fintechs.

Fintech 153

Fintech Customer Experience America System 153

PYMNTS

AUGUST 12, 2019

Such tools not only help provide better defenses against fraud, but also serve to bolster the overall customer experience which includes predictions and personalized offers. Empowering that insight just enriches the consumer experience,” Johnson said. Understanding what (consumers) have done before also improves that experience.

Payments 188

Payments Fintech US Innovation 188

William Mills

SEPTEMBER 9, 2016

Problem: lack of supply of pre-IPO shares for investors as was as liquidity for companies. Looking to work with about 50 pre-IPO companies (like (Pinterest), the platform will be launched in October. How do people get into these pre-IPO companies unless they know someone? I need to learn more. This is where catamera comes in.

social media 40

social media ATM Mobile Customer Experience 40

Independent Banker

OCTOBER 31, 2022

AI can help solve customer pain points—but does it mean community banks will lose the personal touch they pride themselves on? As community bankers themselves tell us, the answer is no. The estimated amount of money banks will save by using AI applications by 2023. Illustration by Idey/Adobe. By Susan Springer. Quick Stat.

Community Bank 91

Community Bank Community Customer Experience Data 91

William Mills

MAY 11, 2016

11:37 am William Mills, CEO of William Mills Agency, and Stephen Ramirez, CEO of Beyond the Arc, discuss major trends presented at this year’s Finovate and highlight key companies such as Malauzai Software, PayActiv and many more! VIX Verify isn’t (yet) big in the US, but does have traction globally. v=tSR3jjaegjs. I like that.

Video 40

Video Mobile social media Analytics 40

William Mills

MAY 9, 2018

I’ve participated in every US event except one as well as Finovate Europe last year. Product distribution strategy: Direct to Consumer (B2C), through financial institutions. LinkedIn: linkedin.com/company/11180527. Using an Amazon analogy where borrowers will know that the FI got the docs they needed. 919-740-7182.

Security 40

Security Samsung Strategy San Jose 40

Gonzobanker

DECEMBER 14, 2023

A humble leader shows us all how it’s done. In Remembrance Integrated Financial Holdings and West Town Bank and Trust CEO Eric John Bergevin , who passed tragically in a plane crash in January of this year. billion for the company a few years earlier. The Smarter Bank – Customer Experience Award – goes to Synovus Bank.

Fintech 194

Fintech Community Regional Technology 194

William Mills

SEPTEMBER 7, 2016

Demo: A Wealth Management Company (ACME)– GoodData can embed analytics directly in ACME’s dashboard. Includes a customer health meter, ACME;s scores compared to scores of other companies. Also a pretty good customer experience. but the company has a mobile app in development as well. Founded: May 2007.

Mobile 40

Mobile Cards Fraud Data 40

Gonzobanker

DECEMBER 19, 2022

In January, we were discussing crypto and the need to formulate customer crypto strategies. In December, the founder and CEO of Crypto Exchange company FTX was arrested in the Bahamas (yah, don’t ask) and charged with fraud and conspiracy. The Smarter Bank Technology Award. Goes to MVB Financial. Best Industry Afterparty.

Community 216

Community Fintech Industry Innovation 216

CB Insights

MAY 15, 2019

As fintech plays a larger role in the financial ecosystem, companies are looking for ways to use tech to solve problems and find new opportunities in the space. One popular approach: in-house financial innovation labs. Get the entire 43-page PDF. Citi is currently looking to merge its labs into a more cohesive unit.

Innovation 78

Innovation blockchain Technology Groups 78