PYMNTS

MARCH 19, 2018

Data helps companies understand customers and change their go-to-market strategies to meet their buying habits. Data needs protection , however, a key desire of consumers who may be wary and weary of aggressive marketing. Think of it as outsourcing data analytics, to at least ensure that the data is in compliance.

Analytics 124

Analytics Data Compliance Tools 124

Gonzobanker

OCTOBER 26, 2021

Whatever the good intentions of these new mandates, any new compliance orders require resources, change management, and an understanding of the unintended risks that could arise. Having an executive in charge of ESG integration and a combined strategy for mergers will be a small move with big impact.

Leadership 97

Leadership Compliance Strategy Branding 97

PYMNTS

APRIL 18, 2018

Keeping pace with that growth, said CEO and Co-Founder Michael Praeger , means having a ringmaster in place over various channels and their operations, from marketing functions to distribution. Praeger said that’s why AvidXchange decided to bring on a Chief Growth Officer of its own.

Fraud 100

Fraud Leadership Marketing Strategies Analytics 100

PYMNTS

JUNE 5, 2020

Open banking provides opportunities such as upgraded customer convenience and customized financial solutions that can help consumers access bank account details, send payments, manage their budgets and more. We need to manage risk appropriately, but open banking is a good thing,” Davies said.

Security 174

Security Fintech Data Fraud 174

CFPB Monitor

JANUARY 29, 2020

Recently, Carol Evans and Westra Miller from the Federal Reserve’s Division of Consumer and Community Affairs published an article in the Fed’s Consumer Compliance Outlook addressing this very issue, entitled “ From Catalogs to Clicks: The Fair Lending Implications of Targeted, Internet Marketing.”

Lending 130

Lending social media Compliance Regulation 130

PYMNTS

MARCH 8, 2017

“It’s very easy to underestimate the complexity of what’s required to scale a payments company, regardless of your go-to market strategy.”. Back then, even though PayPal was just beginning to gain traction and online banking was quite prevalent, the apartment rental market was still dominated by paper checks, Weiss explained.

Fintech 130

Fintech Marketing Strategy Payments 130

Long Lasting Ideas

AUGUST 7, 2014

In the past it was easier to manage social media use by restricting access to sites on company systems, but smart phones and the acceptance of using social media in marketing communications has changed the landscape. Write the First Draft – Present to appropriate management for review. 8 Steps to Create Your Social Media Policy.

social media 69

social media Policies How To Handbook 69

Social Assurance

NOVEMBER 19, 2021

.” -Jaime Faulker, Social Assurance Client Growth Manager. A good marketing budget starts with determining where your financial brand wants to go. Decide company goals early on and let these help guide your marketing budget planning process. Marketing strategies must evolve in order to stay relevant to the modern customer.

Marketing 29

Marketing Branding Marketing Strategies Strategy 29

Cisco

MAY 25, 2021

Using Cameras, Sensors and Digital Signage for Alerts, Warnings, Building Status, Automation, Analytics …Find Rooms, minimize over-scheduling, eliminate no-shows, reduce late meeting starts, social distancing , SPACE OS – Middleware for COVID compliance, Cleaning Room Hold example. Interactive Demo in Chrome: [link].

Strategy 71

Strategy Mobile Study System 71

Gonzobanker

JUNE 25, 2021

Further, this same study found that out of 27 systems, call center and customer relationship management (CRM) platforms both ranked in the top 10 by banks for systems slated for purchase or replacement this year. These tips can help executives manage – and keep – the people so critical to customer care.

Customer Experience 105

Customer Experience Fraud Policies Training 105

Social Assurance

OCTOBER 13, 2021

certainly, felt firsthand the impact of Facebook and Instagram going down, preventing our clients, consumers, and businesses from distributing their content and preventing advertisers and marketers from managing campaigns, optimizing their advertising, and accessing their analytics. And we too, at Social Assurance.

social media 15

social media Strategy Marketing Strategies Marketing 15

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 11, 2016

CreditHQ helps businesses manage cashflow. Managing cash flow – targeted at small business in partnership with banks. ^KT. Here’s another solution for document management and origination. ^SR. What’s the market strategy? ChipShield also has an integrated password management vault. Karl Falk (CEO).

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 Use the blockchain to manage identity, that’s one of the aims of DigiByte. BaseVenture provides a platform for fund management. FundManger.io Solutions).

Video 40

Video Lending social media Analytics 40

William Mills

MAY 10, 2016

There is a growing focus on customer experience and related compliance issues. OurCrowd is bringing a fintech solution to the process of sourcing and managing deals. Interesting take on managing customer experience, a big topic nowadays. Mills-Grimes is the Digital Marketing Consultant at William Mills Agency.

San Jose 40

San Jose Customer Experience Mobile social media 40

FICO

APRIL 17, 2023

Acknowledging Poor Performance and Legacy Systems’ Impact on Personalization More than one in three (+33%) respondents are dissatisfied with their firms’ abilities to successfully attract, engage, originate, on-board, nurture, or manage new and existing customers. It’s a near-uniform viewpoint.

Survey 52

Survey Customer Experience Analytics Study 52

PYMNTS

MAY 31, 2019

Accounts payable, cloud migration, Big Data and even legal management for startups raising new funding were all targeted among investors. The company instead operates a platform that enables startups to plan and manage their own funding rounds — including compliance and legal document management. The company raised $6.5

Capital 143

Capital Analytics Big Data Data 143

The Emmerich Group

APRIL 15, 2013

Smart banks who focus on growing assets and net interest margin NOW through proven sales and marketing strategies will not only survive under new compliance rules—they’ll also become strong enough to capture the best A-credit customers from failing banks and earn premium pricing to boot.

System 28

System Strategy Meeting Tools 28

William Mills

SEPTEMBER 9, 2016

Targeted at Marketing, execs, lines of business owners, etc. Demo: Customer Insight Dashboard for Regional Manager who can view their forward looking metrics such as customer attrition and look forward several quarters. Addresses compliance, fraud experience and customer experience analytics. 31 years sent excel was released.

social media 40

social media ATM Mobile Customer Experience 40

PYMNTS

MAY 1, 2018

Founder and CEO Bruce Parker explained that, similar to these existing techs, Modo provides a utility for managing complexity by supporting various types of connections – one to one, one to many, many to one and many to many – from one end of a transaction to the other. Modo’s number-one FAQ is, “Wait, so aren’t you just a switch/gateway/hub?”

Innovation 126

Innovation Fraud System Cards 126

Social Assurance

DECEMBER 17, 2021

Starting a new year is a good time to hit refresh on processes in place – including your brand’s content marketing strategy. What is a Content Marketing Strategy? A content marketing strategy is the use of valuable content to reach business goals. How to Create Your Content Marketing Strategy.

Strategy 15

Strategy Branding Marketing Marketing Strategies 15

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. Product Demoed: Agile Mortgages. Key Executives. Key Investors. Kodak Alaris. One, [link].

Security 40

Security Samsung Strategy San Jose 40

Fintech Labs Insights

JULY 6, 2016

Designed to help financial institutions meet increasingly challenging regulatory and compliance standards, NICE Skype for Business supports dynamic selective recording, customizable to specific compliance policies.

Technology 16

Technology Compliance Marketing Strategies Meeting 16

William Mills

SEPTEMBER 7, 2016

Data and Analytics are a profit center rather than something that just needs to be managed. Demo: A Wealth Management Company (ACME)– GoodData can embed analytics directly in ACME’s dashboard. Visualizing data for trends and market projection, visualize data in different ways. Turning Data into Insight and further into Action.

Mobile 40

Mobile Cards Fraud Data 40