Insights on Business

DECEMBER 10, 2017

Consumers have been conditioned by Google and Apple to see that banking services can be much more accessible and convenient from a mobile device. There are also huge legacy issues where existing infrastructure cannot be demolished in order to accommodate customers who are still attached to old methods.

Fintech 115

Fintech social media Apple Google 115

William Mills

FEBRUARY 7, 2017

Key trends in this year’s report include the continued evolution of payments technology, increased adoption of self-service and innovative branch automation technology, and further enhancements to mobile banking – all converging as part of an overlying strategy to improve the customer experience.

Report 40

Report social media Customer Experience Industry 40

William Mills

JULY 18, 2016

Search Engine Optimization tactics to improve your digital footprint in the financial technology industry. SEO is crucial for companies in the financial technology industry because it helps generate leads by being on page one of Google when consumers are searching for your products or services. Mobile Friendly.

social media 40

social media Google Mobile Software 40

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. Demoing mobile banking app which has smart capability. Very interesting to see what is coming to the mobile banking app.

Mobile 78

Mobile Customer Experience Lending Analytics 78

William Mills

APRIL 27, 2017

Showing a mobile browser-based that once again looks slick. 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. She manages all digital and social media efforts on behalf of agency clients.

San Francisco 69

San Francisco social media San Jose Customer Experience 69

William Mills

MAY 10, 2016

They use Natural Language Processing algorithms for the customer interaction. The bot can be accessed via chat, mobile, email, and other channels. ^SR There is a growing focus on customer experience and related compliance issues. Qumrum allows banks to actually document customer interactions online. ^SR

San Jose 40

San Jose Customer Experience Mobile social media 40

William Mills

SEPTEMBER 9, 2016

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. Social media is a special challenge since social media was not created with compliance in mind.

social media 40

social media ATM Mobile Customer Experience 40