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 10, 2016

There is a growing focus on customer experience and related compliance issues. He has more than 30 years of experience in financial technology and is a recognized leader in financial and technology marketing. Mills-Grimes is the Digital Marketing Consultant at William Mills Agency.

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 Mills-Grimes is the Digital Marketing Consultant at William Mills Agency.

Video 40

Video Lending 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. I can see how some other social media channels may be more prevalent and important in the U.S. Especially to bank or invest?

social media 40

social media ATM Mobile Customer Experience 40

William Mills

MAY 11, 2016

What’s the market strategy? The account has a tie into social media and sharing. This is the integration of mobile social media with trading. Helps with mobile onboarding and anti-money laundering compliance. ^SR. Corezoid is advocating for a “process focused” view of bank technology, by use of APIs.

Video 40

Video Mobile social media Analytics 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