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. Again another financial wellness platform using machine learning technology. Pretty good dashboard.

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. 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. Demoing first with apple watch.

Video 40

Video Mobile social media Analytics 40

William Mills

SEPTEMBER 7, 2016

Demoing – Bills for T-mobile – Brought in balance and due date. Demo: A Wealth Management Company (ACME)– GoodData can embed analytics directly in ACME’s dashboard. Visualizing data for trends and market projection, visualize data in different ways. Demo: Bank application form. This happens a LOT. Especially in college.

Mobile 40

Mobile Cards Fraud Data 40

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. Demo: Logging into App without the use of password. He is funny, this is so quick, he doesn’t need 7 minutes to demo. I need to learn more. It’s accepted and you login.

social media 40

social media ATM Mobile Customer Experience 40

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 68

San Francisco social media San Jose Customer Experience 68