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 Download our latest white paper that discusses what it really takes to develop a successful Fintech startup. Molly Pandya (SVP, Product Management).

Video 40

Video Lending social media Analytics 40

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 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

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

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