William Mills

SEPTEMBER 25, 2018

However, they see their main value as helping to improve customer experience. ^SR Cashoff enhances customer engagement with its loyalty program offering cash back by big-name brands. This functionality includes restaurants, events, concerts, and more. 09:34 am Cashoff. banks @cashoff_uk Lina Perez, Billy Leung.

Mobile 78

Mobile Customer Experience Lending Analytics 78

William Mills

APRIL 27, 2017

With the Fannie Mae and Freddie Mac still in recovery there has not been great investment in mortgage technology. These folks are may be one of the companies that bring 21st Century technology to the industry. They invested in new technology and are promoting the heck out of it. Ana, CEO is speaking. “20 12:15 pm Capsilon.

San Francisco 68

San Francisco social media San Jose Customer Experience 68

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. Good job. ^WM.

San Jose 40

San Jose Customer Experience Mobile social media 40

William Mills

MAY 11, 2016

Sergii Danilenko (Head of Marketing). Banks are not experts in IT, so now they can leverage plug-and-play technology functionality. Corezoid is advocating for a “process focused” view of bank technology, by use of APIs. Going to speak about technology can be better used in the card world. Maria Gurina (Bus.

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. Race Data brought bank client on stage who is thrilled with the product, he also states that the technology gives context to bank call center employees as well. ^KT.

Video 40

Video Mobile social media Analytics 40

Social Assurance

NOVEMBER 6, 2020

Despite the formidable challenge of combining four in-person events into one virtual event, the benefits of this new format were soon apparent. By having CFOs and CEOs in attendance, content would lend itself to position bank marketers as a critical function within any organization. Subscribe to our blog and stay connected!

Marketing 12

Marketing Conference Minneapolis Analytics 12

William Mills

SEPTEMBER 9, 2016

From their web site: Based in San Francisco, MarketX was founded by a group of experienced professionals from finance, legal, and technology backgrounds. 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.

social media 40

social media ATM Mobile Customer Experience 40

FICO

JUNE 23, 2023

Sectors that leverage digital marketing strategies for acquiring and properly serving customers are moving towards hyper-personalization — a ‘supercharged’ version of personalization using real-time customer data, artificial intelligence, automation and predictive analytics. Is it a new device? Is an OTP needed?

Fraud 52

Fraud Management Customer Experience Strategy 52

FICO

APRIL 17, 2023

It’s also a minimum mandatory expectation among bank customers. The way we all bank has undergone a huge transformation — driven in part through technological innovation and in part through a post-pandemic cultural shift. Customers expect personalized engagement from all businesses they transact with, including financial services.

Survey 52

Survey Customer Experience Analytics Study 52

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. Again another financial wellness platform using machine learning technology. A TON of really old technology is being used in mortgage lending.

Security 40

Security Samsung Strategy San Jose 40

William Mills

SEPTEMBER 7, 2016

Also a pretty good customer experience. Their technology is basically a card with a built in computer that lets the holder to change a credit card to a different type of credit card, or perhaps even a debit card. Perhaps there is a big bank in Canada that has embraced their technology. Their application is middleware.

Mobile 40

Mobile Cards Fraud Data 40

CB Insights

DECEMBER 14, 2017

We identified four larger areas where these companies set themselves apart — in design, how they launch, the customer experience they build, and how they market themselves — and found that they had stories to tell in all of these categories. Build a better customer experience: How to build an end-to-end brand.

Video 78

Video Branding Company Strategy 78