Payments Source

JANUARY 1, 2018

The first round of questions posed in our marketing survey relate to pain points, allows us to gauge where spending will take place in upcoming months. Marketing pain points: Bad data, consistent customer experience, and tracking campaign results. Difficulty creating a consistent, multi-channel customer experience.

Trends 72

Trends Customer Experience Survey Data 72

William Mills

NOVEMBER 1, 2016

We live and breathe it each day through our clients, who have partnered with us (in most cases) for one reason: to help tell their technology story to the right people. CMOs allocating more of their marketing budget toward the use of technology – 27 percent, exactly. Marketing technology goes beyond an operational element.

Technology 40

Technology US Customer Experience Marketing 40

FICO

MARCH 28, 2023

Join us there! Stephanie joined FICO in 2014, recently serving as executive vice president of sales and marketing. As executive vice president of software, Stephanie is responsible for all elements of the company’s software business, including software technology, product management, service, sales, and marketing functions.

Leadership 52

Leadership Software Community Florida 52

Gonzobanker

JUNE 22, 2017

We suggest you strategically focus your insourcing efforts on these five things: Information management – It’s a real pain to find good data and reporting people. But we cannot outsource information management to third parties. You all have managers that ask different questions the data must answer. Too seldom.

Training 89

Training Lending Customer Experience Tools 89

William Mills

SEPTEMBER 25, 2018

Fortr3ss’ Oracle service to Corda and Ethereum blockchains uses intelligent voice biometrics and artificial intelligence to solve the identity of node players in smart contracts for financial and healthcare institutions adopting blockchain. Fortress ID is a password manager. www.fortr3ss.com @Fortr3ssinc Alessandro Chiarini.

Mobile 78

Mobile Customer Experience Lending Analytics 78

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. Ramirez is CEO of Beyond the Arc, Inc.

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. OurCrowd is bringing a fintech solution to the process of sourcing and managing deals. Leveraging assets from mobile banking and moving into the customer journey.

San Jose 40

San Jose Customer Experience Mobile social media 40

PYMNTS

MARCH 15, 2016

On top of that, merchants have to think about how they are going to push their marketing strategies globally. Which is pretty remarkable if you think about it, showcasing the ever-important need for merchants to understand how to optimize their customer experiences for mobile — both on a global and local level.

Mobile 100

Mobile Regional Marketing Strategy 100

William Mills

MAY 11, 2016

This approach makes a lot of sense– but not sure if it would meet the governance and compliance considerations of most banks and investment management firms. ^SR Sabina Bhatia (Director, Marketing). 2 out of 3 families live with financial stress, 50 million households in the US. Molly Pandya (SVP, Product Management).

Video 40

Video Lending social media Analytics 40

FICO

APRIL 17, 2023

Feedback was analyzed from more than 300 senior decision-makers responsible for personalization of customer experience at banks across North America, Brazil, South Africa, UK and Thailand. All of these are directly hitting banks' financial performance, competitive edge and their ability to deliver good customer experiences.

Survey 52

Survey Customer Experience Analytics Study 52

William Mills

MAY 11, 2016

CreditHQ helps businesses manage cashflow. They analyze credit interactions to determine which customers will pay, and when. Managing cash flow – targeted at small business in partnership with banks. ^KT. Here’s another solution for document management and origination. ^SR. What’s the market strategy?

Video 40

Video Mobile social media Analytics 40

Tech and Finance

JUNE 22, 2016

We wanted to focus on the complete customer experience. You won’t fully own the customer experience unless you are taking the risk. With life insurance, the smallest change at the front end of your experience can have massive implications. Want to make a change to your marketing strategy?

Policies 32

Policies Regulation Industry Data 32

William Mills

SEPTEMBER 9, 2016

Listening to banks and realized that they don’t have sentiments of their customers to create insights and they were not looking forward. Built a solution called Customer Insight for banking. Targeted at Marketing, execs, lines of business owners, etc. Addresses compliance, fraud experience and customer experience analytics.

social media 40

social media ATM Mobile Customer Experience 40

Social Assurance

DECEMBER 20, 2016

But many of us don’t find fun ways to talk about the fee revenue we have. Talk about your products that make life easier for your customers. Our platform provides a great way to streamline your social processes and help execute your marketing strategy. Customer Service. 3 Fee Hens. 6 Pay Per Clicks. Be timely.

social media 12

social media Tools Video Branding 12

William Mills

MAY 9, 2018

I’ve participated in every US event except one as well as Finovate Europe last year. 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. Product Demoed: Agile Mortgages. Key Executives. oneconvers.

Security 40

Security Samsung Strategy San Jose 40

William Mills

SEPTEMBER 7, 2016

Data and Analytics are a profit center rather than something that just needs to be managed. Demo: A Wealth Management Company (ACME)– GoodData can embed analytics directly in ACME’s dashboard. Visualizing data for trends and market projection, visualize data in different ways. Also a pretty good customer experience.

Mobile 40

Mobile Cards Fraud Data 40

CB Insights

DECEMBER 14, 2017

We identified four larger areas where these companies set themselves apart — in design, how they launch, the customer experience they build, and how they market themselves — and found that they had stories to tell in all of these categories. Build a better customer experience: How to build an end-to-end brand.

Video 78

Video Branding Company Strategy 78