William Mills

APRIL 27, 2017

With the Fannie Mae and Freddie Mac still in recovery there has not been great investment in mortgage technology. 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. Ana, CEO is speaking. “20 12:15 pm Capsilon.

San Francisco 69

San Francisco social media San Jose Customer Experience 69

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. Leveraging assets from mobile banking and moving into the customer journey. i.e. showing the mobile banking when they are calling customer service. Good job.

San Jose 40

San Jose Customer Experience Mobile social media 40

William Mills

MAY 11, 2016

Banks are not experts in IT, so now they can leverage plug-and-play technology functionality. Corezoid is advocating for a “process focused” view of bank technology, by use of APIs. Going to speak about technology can be better used in the card world. This is a very sophisticated fraud detection technology! ^SR.

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. The thrust of one helps the others.

Fintech 153

Fintech Customer Experience America System 153

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.

Strategy 28

Strategy Marketing Analytics Innovation 28

William Mills

SEPTEMBER 9, 2016

From their web site: Based in San Francisco, MarketX was founded by a group of experienced professionals from finance, legal, and technology backgrounds. Addresses compliance, fraud experience and customer experience analytics. Working for the past 6 years with many banks to design their online experience.

social media 40

social media ATM Mobile Customer Experience 40

William Mills

MAY 11, 2016

Helping banks with customer retention by transforming data into knowledge about their customer’s engagement and key events on their journey. Race Data brought bank client on stage who is thrilled with the product, he also states that the technology gives context to bank call center employees as well. ^KT. Robert Armiak (CEO).

Video 40

Video Mobile social media Analytics 40

Independent Banker

OCTOBER 31, 2022

Then, by monitoring AI as it works, banks can see where their customers’ experience can improve. There’s incredible value in banks’ data, and they aren’t optimizing it either because of a lack of technology or it’s locked in the core. Here are common issues customers experience that AI could improve. “My

Community Bank 91

Community Bank Community Customer Experience Data 91

PYMNTS

JULY 8, 2020

These friction points are too often the result of the outdated and inefficient cross-border payments infrastructure that most financial institutions (FIs) rely upon. Once the onboarding is complete, payments processors can link with the receiving banks via APIs rather than go through the labyrinth of linked correspondence banks.

Payments 144

Payments Customer Experience System Resources 144

William Mills

MAY 9, 2018

Again another financial wellness platform using machine learning technology. 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. Grounding your organization’s digital transformation in people, processes, and technology is critical.

Security 40

Security Samsung Strategy San Jose 40

Gonzobanker

DECEMBER 19, 2022

SoFI gets a commercial bank that brings deposits, compliance, AND business lending. Goes to Aaron Graft, Triumph Financial for building a payments network (for trucking) with its factoring arm becoming the second largest factor in the transportation industry while starting Triumph Pay, which is what has investors valuing the company as it is.

Community 216

Community Fintech Industry Innovation 216

Gonzobanker

DECEMBER 14, 2023

Meanwhile, technology changes continued at a breakneck pace, with generative AI the biggest topic around management tables. The specifics are unclear, but bankers recognized that this will be an absolute game-changing technology in future years, and delivery will change in ways we can’t even conjure yet.

Fintech 195

Fintech Community Regional Technology 195

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

PYMNTS

DECEMBER 6, 2018

However, Trevor Dryer, co-founder and recently former CEO of small business lending technology firm Mirador , said that unlike large banks, credit unions often offer a more localized and personalized approach to servicing their small businesses. Mirador recently took a major step in positioning itself to service the credit union community.

Training 161

Training Fintech Lending Customer Experience 161

CB Insights

MAY 15, 2019

DBS launched its Singapore innovation lab to break out of its “traditional banking mindset to think, behave, and deliver more like a technology company,” according to Neal Cross, chief innovation officer. Fidelity — Fidelity Center for Applied Technology (FCAT) and Fidelity Labs. Founded: 1999 and 2005.

Innovation 78

Innovation blockchain Technology Groups 78

Fintech Labs Insights

SEPTEMBER 1, 2015

ArcBit aims to lever Bitcoin and Blockchain technology to connect you to the global Internet economy. Authy delivers proven fast-to-implement, highly scalable and reliable 2FA with an intuitive user experience and a powerful API. Auvenir is a smarter way to audit financial statements. Dynamics, Inc.

Company 12

Company Software Analytics Mobile 12