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. infocorpgroup. I like this idea.

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.

Las Vegas 12

Las Vegas San Francisco San Diego Conference 12

Gonzobanker

DECEMBER 14, 2023

Merger of Equals Deal of the Year (Bank) – Burke & Herbert Financial Services Corp. and Summit Financial Group, Inc. Merger of Equals Deal of the Year (Credit Union) – Spire Credit Union and Hiway Credit Union put 2+2 together to make a $4 billion institution in the Minnesota market. billion bank in the Mid-Atlantic region.

Fintech 195

Fintech Community Regional Technology 195

Fintech Labs Insights

JANUARY 18, 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.

Las Vegas 12

Las Vegas San Diego Nashville Charlotte 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.

Las Vegas 12

Las Vegas San Diego Conference Austin 12

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. Listening to banks and realized that they don’t have sentiments of their customers to create insights and they were not looking forward. I need to learn more.

social media 40

social media ATM Mobile Customer Experience 40