Remove Customer Experience Remove Financial Technology Remove Marketing Strategies Remove Operations
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FinovateSpring 2016 Live Blog – Day 2

William Mills

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. Tim Dubes (VP, Marketing). This is great.

Video 40
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FinovateSpring 2016 Live Blog – Day 2

William Mills

Diana Chin (HR & Operations). Customers can store all of their online profiles in one secure location to improve user experience. What’s the market strategy? Customize video, like you would a direct mail piece. Tim Dubes (VP, Marketing). Can also set geographic limits on who can invest. ^SR.

Video 40
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Finovate Fall 2016 Live Blog – Day 2

William Mills

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. Working for the past 6 years with many banks to design their online experience. Purple = Customer Experience.

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Finovate Spring 2018 – Day 2

William Mills

Presenter Profile: How they describe themselves: AI Foundry uses AI and user-guided machine learning to transform enterprise operations by integrating information, people and processes. Key Partnerships & Customers. Synapse Financial Technologies, [link] @synapsefi. Key Advisory Board Members.

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Finovate Fall 2016 Live Blog – Day 1

William Mills

Also a pretty good customer experience. operation of Russian-based company. Some of the best voice and handwriting recognition technology has come from sciences from Russian; some still there, others that have relocated to Israel and other countries. Getting ready to talk about two customer experiences.

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