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. Mills-Grimes is the Digital Marketing Manager at William Mills Agency. Stay tuned!

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

Cisco

MAY 25, 2021

Interactive Demo in Chrome: [link]. The digital revolution is transforming the way companies connect to customers. And the businesses that succeed in the future will be continuously connected to their customers through whatever channels their customers choose.

Strategy 71

Strategy Mobile Study System 71

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. infocorpgroup. www.infocorpgroup.com.

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. Industry Solutions Marketing Mgr.). Showing a Know Your Customer solution on a browser-based platform. Assaf Frenkel (VP, Product & Marketing).

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

Sergii Danilenko (Head of Marketing). I’m having a little trouble following their demo as it’s fast but I’m working on it. Sabina Bhatia (Director, Marketing). 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.

Video 40

Video Lending social media Analytics 40