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

William Mills

SEPTEMBER 25, 2018

Fortr3ss’ Oracle service to Corda and Ethereum blockchains uses intelligent voice biometrics and artificial intelligence to solve the identity of node players in smart contracts for financial and healthcare institutions adopting blockchain. 3 second demo – combination of two methods for password – key/password and voice.

Mobile 78

Mobile Customer Experience Lending Analytics 78

William Mills

APRIL 27, 2017

ALL LENDERS whether banks, credit unions or independent mortgage bankers MUST step up their customer experience and reduce costs with new technology from companies like BeSmartee. Again, another great UI show how a loan officer can work faster creating a better customer experience. William Mills. finovate Tweets.

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. Qumrum allows banks to actually document customer interactions online. CallVU helps the banker to better relate to the customer journey, with information relevant to each stage. ^SR. Customer care turning into a customer journey.

San Jose 40

San Jose Customer Experience Mobile social media 40

William Mills

SEPTEMBER 9, 2016

Demo: Logging into App without the use of password. He is funny, this is so quick, he doesn’t need 7 minutes to demo. Construct bond portfolios that are customized and optimized for each client. Demoing: Character, Joe Wilkes who is a rising star investor. Built a solution called Customer Insight for banking.

social media 40

social media ATM Mobile Customer Experience 40

William Mills

MAY 11, 2016

I’m having a little trouble following their demo as it’s fast but I’m working on it. I’ve been in conversations with folks fro ForwardLane over the past two weeks and I’m really interested in their offering and their demo today. Very good demo. Consumers can see financial plan, in the context of their regular spending.

Video 40

Video Lending social media Analytics 40

William Mills

MAY 11, 2016

05:44 pm That is a wrap on demos for the day. To get the customer, they offer a rewards program which is 1% rewards. Demo: Sezzle app with knowledge based authentication to link bank accounts. Demoing first with apple watch. Is this the first time we have seen an apple watch as apart of a demo today? v=tSR3jjaegjs.

Video 40

Video Mobile social media Analytics 40