PYMNTS

JULY 30, 2020

The Salt Lake City payment processing platform has joined with Plaid, a Visa subsidiary based in San Francisco, that builds financial technology platforms to connect bank accounts and initiate automated clearing house (ACH) transfers.

San Francisco 159

San Francisco User Experience Cards Customer Experience 159

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. 12:28 pm Infocorp.

San Francisco 69

San Francisco social media San Jose Customer Experience 69

Fintech Labs Insights

MAY 2, 2023

These are the largest events in the financial services industry geared towards banking technologists, program managers, marketers, developers and C-Suite execs at both legacy financial institutions and upstart banktech and fintech firms. Event Spotlight Tech meets finance in San Francisco 60+ demos. 100+ speakers.

Las Vegas 12

Las Vegas San Francisco San Diego Conference 12

Fintech Labs Insights

JULY 11, 2023

These are the largest events in the financial services industry geared towards banking technologists, program managers, marketers, developers and C-Suite execs at both legacy financial institutions and upstart banktech and fintech firms. 2,000 attendees (1,000 from financial institutions). 200 speakers.

Las Vegas 12

Las Vegas San Diego Conference Austin 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. Hybrid approach to empower advisors, remain compliant and really help customers. Auto-financing is ripe for innovation. I need to learn more.

social media 40

social media ATM Mobile Customer Experience 40

CB Insights

MAY 15, 2019

As fintech plays a larger role in the financial ecosystem, companies are looking for ways to use tech to solve problems and find new opportunities in the space. One popular approach: in-house financial innovation labs. Fidelity Labs is also exploring how AI can improve customer service and FCAT opened a blockchain incubator.

Innovation 78

Innovation blockchain Technology Groups 78

William Mills

MAY 9, 2018

How they describe their product/innovation: Project Finance is a personal finance application that shows users the future of their finances based on all the choices and decisions they’re making today. In today’s world there is uncertainty around many things, your finances don’t have to be one of them.

Security 40

Security Samsung Strategy San Jose 40