Social Assurance

OCTOBER 29, 2021

Social Assurance’s Marketing and Compliance Report provides an analysis of the financial services industry and explores trends for the upcoming year. Growing Utilization of Marketing and Compliance Tools and Technology. The pandemic helped shake up some long-held traditional forms of banking and marketing.

Compliance 15

Compliance Survey Marketing social media 15

Cisco

MAY 25, 2021

Using Cameras, Sensors and Digital Signage for Alerts, Warnings, Building Status, Automation, Analytics …Find Rooms, minimize over-scheduling, eliminate no-shows, reduce late meeting starts, social distancing , SPACE OS – Middleware for COVID compliance, Cleaning Room Hold example. Interactive Demo in Chrome: [link].

Strategy 71

Strategy Mobile Study System 71

William Mills

MAY 9, 2018

I’m here at the Santa Clara Convention Center covering the demos. In addition to two great days of demos I’m looking forward to days 3 and 4 of conference content and a panel session I’m hosting on Friday. Product Demoed: Project Finance. Demo video will be available soon. Website: projectfinance.io.

Security 40

Security Samsung Strategy San Jose 40

William Mills

MAY 11, 2016

05:44 pm That is a wrap on demos for the day. 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? Then demo goes to mobile app where you can see investment ideas, recommendations, etc.

Video 40

Video Mobile social media Analytics 40

William Mills

SEPTEMBER 7, 2016

Demoing – Bills for T-mobile – Brought in balance and due date. Data and Analytics are a profit center rather than something that just needs to be managed. Demo: A Wealth Management Company (ACME)– GoodData can embed analytics directly in ACME’s dashboard. Demo: Bank application form. This happens a LOT.

Mobile 40

Mobile Cards Fraud Data 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 I’m having a little trouble following their demo as it’s fast but I’m working on it. Scale private banking model to a much broader market. Very good demo.

Video 40

Video Lending social media Analytics 40

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. Demoing: Character, Joe Wilkes who is a rising star investor. Demo: AutoGravity App – can see 4 fare offers and show payment and rate before they walk onto the dealership. It’s accepted and you login.

social media 40

social media ATM Mobile Customer Experience 40