William Mills

APRIL 27, 2017

Omnichannel campaigns online. From their web site: We create, design and develop innovative applications, combining talent and technology to achieve high impact creative solutions for our clients’ needs. Showing how a banker could build an online offer in real time. As a HubSpot certified specialist, K.T.

San Francisco 69

San Francisco social media San Jose Customer Experience 69

William Mills

MAY 10, 2016

There is a growing focus on customer experience and related compliance issues. Qumrum allows banks to actually document customer interactions online. We enable FIs to record everything that goes on with the customers transactions on mobile, online, social and let the FI validate interactions on that site. 11 hours a day online.

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 Do no go online and get another online loan. Stay tuned! ^KT.

Video 40

Video Lending social media Analytics 40

William Mills

MAY 11, 2016

Chip card reader for when customers are shopping online to improve security. Integrate with any online merchant site. Customers can store all of their online profiles in one secure location to improve user experience. What’s the market strategy? Helps with mobile onboarding and anti-money laundering compliance. ^SR.

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. Working for the past 6 years with many banks to design their online experience. Now showing “Virtual Bank Online Banking” on a Windows 10 browser.

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. Info: Covered Security acts as a personal security assistant looking out for your online life. Brian Milas.

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