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. BeSmartee www.besmartee.com ^William.

San Francisco 69

San Francisco social media San Jose Customer Experience 69

William Mills

MAY 10, 2016

There is a growing focus on customer experience and related compliance issues. Qumrum allows banks to actually document customer interactions online. Leveraging assets from mobile banking and moving into the customer journey. i.e. showing the mobile banking when they are calling customer service.

San Jose 40

San Jose Customer Experience Mobile social media 40

William Mills

MAY 11, 2016

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. Blake Wood (SVP & Director, Program Innovation).

Video 40

Video Lending social media Analytics 40

William Mills

MAY 11, 2016

Katerina Frolovicheva (MD, Technologies Innovations). This is a leading bank in Russia, with a track record of fintech innovation. Customers can store all of their online profiles in one secure location to improve user experience. What’s the market strategy? David Carr (Innovation Manager).

Video 40

Video Mobile social media Analytics 40

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