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. also conducts the planning and day–to–day management of all related marketing activities.

social media 68

social media Customer Experience Marketing Strategies Strategy 68

William Mills

SEPTEMBER 25, 2018

3 second demo – combination of two methods for password – key/password and voice. Demoing from BofA chatbot that could not tell the user’s identity. However, they see their main value as helping to improve customer experience. ^SR Pretending it is a husband and wife demo. 09:34 am Cashoff.

Mobile 78

Mobile Customer Experience Lending Analytics 78

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. We enable FIs to record everything that goes on with the customers transactions on mobile, online, social and let the FI validate interactions on that site.

San Jose 40

San Jose Customer Experience Mobile social media 40

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. Omnichannel campaigns online.

San Francisco 68

San Francisco social media San Jose Customer Experience 68

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

William Mills

MAY 11, 2016

I’m having a little trouble following their demo as it’s fast but I’m working on it. Do no go online and get another online loan. Under the scenario the consumer can transfer much-needed cash as well get cash (that was earned, not paid yet) so no payday or online lending debt is added. Very good demo. Good job! ^WM.

Video 40

Video Lending social media Analytics 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