William Mills

DECEMBER 12, 2017

Customer experience, automation, machine learning, artificial intelligence (AI), ease of use, flexibility – all of these were part of the discussions at this year’s SourceMedia’s Small Business Banking Conference in Austin, Texas. Think Quicken Loans® on steroids but for small business lending. www.miradortech.com.

Conference 40

Conference Innovation Lending Customer Experience 40

FICO

JANUARY 8, 2021

Transforming the Customer Experience: Telecommunications. Telecommunication providers have access to massive amounts of customer data, which can be leveraged by analytics to drive smarter, more personal customer decisions and offers,” noted Tim VanTassel. To be clear, this is not only about efficiency in lending.

Analytics 52

Analytics Analysis Lending Management 52

Gonzobanker

DECEMBER 22, 2020

Financial institutions went from having no PPP lending program at all to funding their first loan in 90 days – and this with literally last-minute regulatory guidance. By providing unprecedented loan relief and loan counseling/assistance for millions of their customers impacted by the pandemic.

Idaho 181

Idaho Community Industry Strategy 181

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

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. Peer lending meets machine learning, with LendingRobot. The algorithm automates the process of identifying, and investing in, the best peer-to-peer lending opportunities.

Video 40

Video Lending social media Analytics 40

William Mills

MAY 11, 2016

Helping banks with customer retention by transforming data into knowledge about their customer’s engagement and key events on their journey. This looks like a polling tool, to get quick client feedback, mostly about current events. The account has a tie into social media and sharing. Alec Roth (Sales).

Video 40

Video Mobile social media Analytics 40

William Mills

SEPTEMBER 9, 2016

You can look at life events such as marriage, credit card, new job, etc. That will show the likelihood that a customer may take an action such as leaving the bank. Addresses compliance, fraud experience and customer experience analytics. International lending platform – Create opportunities for Investors.

social media 40

social media ATM Mobile Customer Experience 40

FICO

APRIL 24, 2023

Trust Bank implemented the customer onboarding and risk management capabilities using FICO® Platform , a cloud-based decisioning platform that allows companies to centralize and operationalize advanced analytics at speed to enhance customer experience, for optimal digital onboarding. “As

Risk Management 52

Risk Management Digital Banking Customer Experience Management 52

CB Insights

NOVEMBER 6, 2018

Partnerships & Events. Beyond brand partnerships, Google appears to be focusing more on beauty events with industry leaders. At the event, Google highlighted an increase in personalized searches for beauty products that meet specific user needs — again using search data to help beauty brands make consumer-focused decisions.

Google 72

Google Apple Industry Branding 72

Gonzobanker

NOVEMBER 18, 2014

With a focus on digital banking and branch transformation, it was interesting to see the attendee list with lots of sexy new customer experience and analytics titles. Favorite Gonzo quote of the event: “For 16 years, we’ve said our technology sucks … because it’s never good enough.” General Sessions.

Chicago 98

Chicago Retail Branch Design Training 98

South State Correspondent

MAY 13, 2024

Last week, Nacha held its Smarter Faster Payments Conference in Miami, a significant event for over 1,800 bankers and vendors. Unfortunately, most banks don’t gather fraud data across payment channels or track “pre-crime events.” The law firm of Sidley Austin held a session on the CFPB’s uniqueness.

Conference 195

Conference Payments Fraud Data 195

William Mills

MAY 9, 2018

I’ve participated in every US event except one as well as Finovate Europe last year. There are a number of great events in FinTech but this one I do my best to attend each year. A TON of really old technology is being used in mortgage lending. Key Partnerships & Customers. Good job AI Foundry!

Security 40

Security Samsung Strategy San Jose 40

William Mills

SEPTEMBER 7, 2016

Also a pretty good customer experience. Command center for small business lending. A customer gets and email with a link and see the offers that the bank has given them. This triggers activity and lending platform. First product is small business lending using machine learning. Michael is approved.

Mobile 40

Mobile Cards Fraud Data 40

Gonzobanker

DECEMBER 14, 2023

The Grow-a-Cool-Niche-Award – goes to Bank Newport for creating a national marine lending business and investing to win with more talent, partnerships and technology. Word: Community banks don’t lend on $400 million office buildings in Manhattan and San Francisco. The Smarter Bank – Customer Experience Award – goes to Synovus Bank.

Fintech 195

Fintech Community Regional Technology 195