Celent Banking

SEPTEMBER 30, 2015

These are a handful of the topics discussed at this week’s Customer Experience for Financial Services (CXFS) Conference, organized by Worldwide Business Research in Charlotte, NC. But as one presenter stated, having more VoC channels doesn’t automatically result in a better customer experience.

Customer Experience 100

Customer Experience social media Charlotte Conference 100

William Mills

APRIL 26, 2017

William, Steven and I are at the FinovateSpring Conference getting ready for a great day of demos. He has more than 30 years of experience in financial technology and is a recognized leader in financial and technology marketing. She manages all digital and social media efforts on behalf of agency clients.

social media 68

social media Customer Experience Marketing Strategies Strategy 68

Abrigo

MAY 5, 2022

Others are hosted by former regulatory officials and current financial institution executives who have a knack for finding interesting guests to interview or well-timed topics to discuss. Using Data to Acquire, Engage, and Retain Banking Customers,” and “Customer Identity: Balancing Security and Seamless Banking Experiences.”

Community 195

Community Lending Maine Resources 195

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. Leveraging assets from mobile banking and moving into the customer journey. i.e. showing the mobile banking when they are calling customer service.

San Jose 40

San Jose Customer Experience Mobile social media 40

William Mills

MAY 11, 2016

From my understanding of their offering they let mid to large financial planners/consultants utilize state-of-the-art data tools in real time coupled with NLQ AI for a better customer experience, allowing a financial planner to do a better job for more clients in less time. 01:15 pm 10 Reasons Why Fintech Startups Fail.

Video 40

Video Lending social media Analytics 40

William Mills

SEPTEMBER 9, 2016

Addresses compliance, fraud experience and customer experience analytics. Customers want self-service capabilities but regulation and risk is top of mind that get in the way of digital interactions. Social media is a special challenge since social media was not created with compliance in mind.

social media 40

social media ATM Mobile Customer Experience 40

William Mills

MAY 11, 2016

The account has a tie into social media and sharing. This is the integration of mobile social media with trading. William, Steven and I are here at the conference ready to go. The leaders in financial technology, fintech, have converged in San Jose for the annual Finovate Spring conference.

Video 40

Video Mobile social media Analytics 40