Social Assurance

OCTOBER 13, 2021

Whether that action is to serve and help someone learn about a particular topic, to entertain and engage them, to inform an audience about an event or social issue, or for them to take a specific action, like visiting your website. The content you create is intended to do something. Your lenders will love you!).

social media 15

social media Strategy Marketing Strategies Marketing 15

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. He has more than 30 years of experience in financial technology and is a recognized leader in financial and technology marketing.

San Francisco 69

San Francisco social media San Jose Customer Experience 69

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. This looks like a polling tool, to get quick client feedback, mostly about current events. What’s the market strategy? Data Analytics, life events and more.

Video 40

Video Mobile social media Analytics 40

William Mills

MAY 10, 2016

There is a growing focus on customer experience and related compliance issues. We’ll be blogging live from the 2-day event, covering over 72 companies. He has more than 30 years of experience in financial technology and is a recognized leader in financial and technology marketing. Qumram – @QumramAG – [link].

San Jose 40

San Jose Customer Experience Mobile social media 40

William Mills

SEPTEMBER 9, 2016

You can look at life events such as marriage, credit card, new job, etc. Addresses compliance, fraud experience and customer experience analytics. Social media is a special challenge since social media was not created with compliance in mind. Blue, Red (Compliance), Green (what bankers do best). All options are possible.

social media 40

social media ATM Mobile Customer Experience 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 He has more than 30 years of experience in financial technology and is a recognized leader in financial and technology marketing.

Video 40

Video Lending social media Analytics 40

FICO

APRIL 17, 2023

The impact of legacy systems, the continued inability to hire or retain skilled talent, wrestling with compliance and regulatory demands — these are also hampering the ability to meet customer expectations for nearly half of respondents (~45%). Around a third of all banks are also keen to fill existing gaps in their toolkits.

Survey 52

Survey Customer Experience Analytics Study 52

Social Assurance

DECEMBER 17, 2021

Starting a new year is a good time to hit refresh on processes in place – including your brand’s content marketing strategy. What is a Content Marketing Strategy? A content marketing strategy is the use of valuable content to reach business goals. How to Create Your Content Marketing Strategy.

Strategy 15

Strategy Branding Marketing Marketing Strategies 15

William Mills

MAY 9, 2018

I’ve participated in every US event except one as well as Finovate Europe last year. There are a number of great events in FinTech but this one I do my best to attend each year. We also manage BSA/AML compliance, instant authentication of bank accounts and data aggregation. 01:17 pm.

Security 40

Security Samsung Strategy San Jose 40

William Mills

SEPTEMBER 7, 2016

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. Built a workflow for the bank so the bank can approve payment and see all compliance and tax information. Their application is middleware. since day one.

Mobile 40

Mobile Cards Fraud Data 40