Social Assurance

NOVEMBER 16, 2020

Recognize the need for greater effort in developing content strategies in order to lift your social media game. We recently addressed the changing nature of marketing and what it means for financial brands. How do you effectively update your marketing strategy? Marketing and Compliance Survey Insights.

Marketing 15

Marketing social media Marketing Strategies Branding 15

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? Fiserv is meeting that need for FIs and millennials.

Video 40

Video Mobile social media Analytics 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 Tim Dubes (VP, Marketing). Millennials want their mortgages fast, rocket fast.” Millennials want the right mortgage, right now, online or on their phone.

Video 40

Video Lending social media Analytics 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.

Mobile 40

Mobile Cards Fraud Data 40