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.

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San Francisco social media San Jose Customer Experience 68

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.

San Jose 40

San Jose Customer Experience Mobile social media 40

William Mills

MAY 9, 2018

Our Actionable Intelligence Management solutions help banks and mortgage companies streamline and automate manual processes, seize new business opportunities and manage compliance, all while transforming the customer experience. Info: Covered Security acts as a personal security assistant looking out for your online life.

Security 40

Security Samsung Strategy San Jose 40

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 Do no go online and get another online loan. Millennials want the right mortgage, right now, online or on their phone. Delta CU approved her mortgage.

Video 40

Video Lending social media Analytics 40

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.

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