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. 12:15 pm Capsilon.

San Francisco 68

San Francisco social media San Jose Customer Experience 68

William Mills

MAY 10, 2016

There is a growing focus on customer experience and related compliance issues. Industry Solutions Marketing Mgr.). Finova Financial – @FinovaFinancial – [link]. The Finova Financial” Car Title Credit Solution – costs 70% percent less than industry average.” Simon Scheurer (CTO).

San Jose 40

San Jose Customer Experience Mobile social media 40

William Mills

MAY 11, 2016

Corezoid is advocating for a “process focused” view of bank technology, by use of APIs. 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 The backend technology is hosted on the cloud. Stay tuned! ^KT.

Video 40

Video Lending social media Analytics 40

William Mills

MAY 11, 2016

What’s the market strategy? Industry leader Fiserv is tackling the issue account opening for Millennials. Helps with mobile onboarding and anti-money laundering compliance. ^SR. We are the global leaders in identity solutions while protecting FI’s and providers from compliance and fraud.” That’s new. I like that.

Video 40

Video Mobile social media Analytics 40

William Mills

SEPTEMBER 9, 2016

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). To be truly client centric, you need to engage with your clients where they want.

social media 40

social media ATM Mobile Customer Experience 40

William Mills

MAY 9, 2018

Our Actionable Intelligence Management solutions help banks and mortgage companies streamline and automate manual processes, seize new business opportunities and manage compliance, all while transforming the customer experience. Synapse Financial Technologies, [link] @synapsefi. william@williammills.com William Mills, CEO WMA.

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.

Mobile 40

Mobile Cards Fraud Data 40