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. Download: 10 Reasons Why Fintech Startups Fail White Paper.

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

Customers can store all of their online profiles in one secure location to improve user experience. What’s the market strategy? Demo: “Audit Smarter” – ask clients to download mobile app for security authentication. Digital customers are more profitable customers. Adds in Social security.

Video 40

Video Mobile social media Analytics 40

William Mills

SEPTEMBER 7, 2016

Also a pretty good customer experience. Getting ready to talk about two customer experiences. USAA is a customer and they are known as an innovator. Visual Collaboration Solution” – Acting as the head of customer experience at a fictional bank. Their application is middleware. Biometrics?

Mobile 40

Mobile Cards Fraud Data 40

CB Insights

DECEMBER 14, 2017

They’ve used that infrastructure to grow fast and connect directly to their customers. Download this research briefing to see how corporates and startups are shaping the future of retail with tech. Build a better customer experience: How to build an end-to-end brand. New Frontiers in Retail Tech.

Video 78

Video Branding Company Strategy 78