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. I like this idea.

San Francisco 69

San Francisco social media San Jose Customer Experience 69

William Mills

MAY 9, 2018

Our Actionable Intelligence Management solutions help banks and mortgage companies streamline and automate manual processes, seize new business opportunities and manage compliance, all while transforming the customer experience. Key Partnerships & Customers. Synapse Financial Technologies, [link] @synapsefi.

Security 40

Security Samsung Strategy San Jose 40

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. Addresses compliance, fraud experience and customer experience analytics. Working for the past 6 years with many banks to design their online experience.

social media 40

social media ATM Mobile Customer Experience 40

William Mills

SEPTEMBER 7, 2016

Also a pretty good customer experience. Swych is a private company funded by seasoned angel investors from the banking, financial services, payments, gifting, telecom and enterprise computing space. Swych’s headquarters are in Plano, Texas with offices in San Francisco, CA. Their application is middleware.

Mobile 40

Mobile Cards Fraud Data 40