Gonzobanker

DECEMBER 14, 2023

We remember his architecting the legendary Bank of America and Security Pacific merger on the West Coast. Richard Durbin for his continued assault on the industry’s ability to make money supporting safe, secure consumer and business payments. The Smarter Bank – Customer Experience Award – goes to Synovus Bank.

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Insights on Business

FEBRUARY 10, 2019

The conference holds an impressive line up of education and activities for financial leaders focused on developing a strategic point of view and prospective roadmap to lead their organizations into the future: Reshaping the customer experience with new business models supporting an integrated ecosystem-based marketplace. Useful links.

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William Mills

DECEMBER 12, 2017

Customer experience, automation, machine learning, artificial intelligence (AI), ease of use, flexibility – all of these were part of the discussions at this year’s SourceMedia’s Small Business Banking Conference in Austin, Texas. They want tools that help them grow their business and remove the tedious activities that prevent that.

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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. Kofax has a great suite of solutions for authenticating customers. For Banks, Know Your Customer, is a critical security responsibility.

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William Mills

SEPTEMBER 9, 2016

Demo: Logging into App without the use of password. He is funny, this is so quick, he doesn’t need 7 minutes to demo. Construct bond portfolios that are customized and optimized for each client. Demoing: Character, Joe Wilkes who is a rising star investor. Built a solution called Customer Insight for banking.

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William Mills

MAY 11, 2016

05:44 pm That is a wrap on demos for the day. To get the customer, they offer a rewards program which is 1% rewards. Demo: Sezzle app with knowledge based authentication to link bank accounts. Demoing first with apple watch. Is this the first time we have seen an apple watch as apart of a demo today? v=tSR3jjaegjs.

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Fintech Labs Insights

AUGUST 4, 2016

A look at the companies demoing live to 1,500+ fintech professionals on September 8 & 9, 2016. Qumram’s groundbreaking approach is the only way to operate a fully-transparent digital business while ensuring regulatory compliance and mitigating conduct risk. Register today. . Why it’s great. Presenters.

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William Mills

SEPTEMBER 7, 2016

Demoing – Bills for T-mobile – Brought in balance and due date. Demo: A Wealth Management Company (ACME)– GoodData can embed analytics directly in ACME’s dashboard. Demo: voice conversation with Alexa, able to ask bank account balance, block cards, pay bills, send money to friends. Demo: Bank application form.

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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 I’m having a little trouble following their demo as it’s fast but I’m working on it. 01:08 pm NuData Security – @NuDataSecurity – [link]. Good job! ^WM.

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Fintech Labs Insights

JULY 22, 2015

Why it’s a must-see: For banks: FIs can get an open platform that is truly able to deliver a superior customer experience, while at the same time offering full control to manage and maintain; they’re not locked into any vendor. Blockcypher will explain how Bitcoin and block chains enable programmable money.

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Fintech Labs Insights

NOVEMBER 18, 2015

To watch all 70+ companies demo live, be sure to register soon. Avoka’s digital commerce platform helps banks, insurance and wealth management institutions overcome the challenge of “selling” financial products by offering a frictionless, omni-channel customer experience.

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CB Insights

MAY 15, 2019

Working with FCAT, the charity searched for third-party vendors and iterated testing on compliance with legal and regulatory requirements to be able to accept Bitcoin. The lab aims to improve banking through better uses of technology and has a serious focus on customer participation as the best way to find solutions. Founded: 2016.

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