William Mills

APRIL 27, 2017

Today is clearly Mortgage day at Finovate in San Jose. 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. It looks like the company HQ is in Uruguay and they have an office in San Juan, PR.

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. Some of the top companies in fintech are gathered for the Spring Finovate conference in San Jose. We expect to see innovations in mobile, security, analytics, customer experience, and more. ^SR. Qumram – @QumramAG – [link].

San Jose 40

San Jose Customer Experience Mobile social media 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 Blake Wood (SVP & Director, Program Innovation). They are bringing financial data aggregation to the personal wealth management market. Solutions).

Video 40

Video Lending social media Analytics 40

William Mills

MAY 11, 2016

Katerina Frolovicheva (MD, Technologies Innovations). This is a leading bank in Russia, with a track record of fintech innovation. What’s the market strategy? David Carr (Innovation Manager). Helps with mobile onboarding and anti-money laundering compliance. ^SR. Sberbank – @sberbank – [link].

Video 40

Video Mobile social media Analytics 40

William Mills

MAY 9, 2018

How they describe their product/innovation: Project Finance is a personal finance application that shows users the future of their finances based on all the choices and decisions they’re making today. In today’s world there is uncertainty around many things, your finances don’t have to be one of them.

Security 40

Security Samsung Strategy San Jose 40