Compliance Customer Experience Financial Technology Online 
William Mills
APRIL 27, 2017
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. Omnichannel campaigns online.
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. We enable FIs to record everything that goes on with the customers transactions on mobile, online, social and let the FI validate interactions on that site.
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William Mills
MAY 11, 2016
Corezoid is advocating for a “process focused” view of bank technology, by use of APIs. 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 Do no go online and get another online loan. Stay tuned! ^KT.
CB Insights
DECEMBER 5, 2017
Assurant most recently made a $5M investment in professional rental management company Vacasa , while AIG made investments in 2015 in construction-site wearable safety firm Human Condition Safety and cyber defense services and compliance firm K2 Intelligence. Number of investments (since 2012): 2. Stated investment focus: N/A. 13 in 2015.
William Mills
MAY 11, 2016
Chip card reader for when customers are shopping online to improve security. Integrate with any online merchant site. Customers can store all of their online profiles in one secure location to improve user experience. ^KT. Helps with mobile onboarding and anti-money laundering compliance. ^SR.
William Mills
SEPTEMBER 9, 2016
Addresses compliance, fraud experience and customer experience analytics. Customers want self-service capabilities but regulation and risk is top of mind that get in the way of digital interactions. Social media is a special challenge since social media was not created with compliance in mind. Very nice UI.
Independent Banker
OCTOBER 31, 2022
From gaming and online advertisements to autonomous vehicles and smart homes, artificial intelligence (AI) is used in a wide variety of ways. First, with AI’s ability to mimic human intelligence, community banks can quickly process huge amounts of data to ease customer friction. By Susan Springer. Quick Stat. Source: Business Insider.
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