Compliance Demo Marketing Strategies social media 
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.
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.
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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.
William Mills
APRIL 27, 2017
From their web site: Capsilon provides comprehensive digital mortgage solutions that enable mortgage companies to increase productivity and lower costs, while ensuring compliance. Standby for for our take on the demos of #finovate Spring 2017. Mills-Grimes is the Digital Marketing Manager at William Mills Agency. William Mills.
William Mills
MAY 10, 2016
There is a growing focus on customer experience and related compliance issues. Demo: calling customer service and screen shows personalized information such as info about checking account instead of the standard number screen on the phone. Demo 2: when a customer does need to talk with an agent. Simon Scheurer (CTO).
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.
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.
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