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. Some data gets categorized via the tool. Currently lots of losses because of failure in the Muni Market. 09:34 am Cashoff.

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. 12:28 pm Infocorp.

San Francisco 69

San Francisco social media San Jose Customer Experience 69

William Mills

NOVEMBER 1, 2016

Personally, I found two other findings more exciting because of how they validated what I have observed among my peers and clients: CMOs having added responsibilities that may include tasks falling within customer experience or sales, for example; and. Marketing technology goes beyond an operational element. Content marketing.

Technology 40

Technology US Customer Experience Marketing 40

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. This is a tool that helps you to leverage stock research and stock picking tools. Leveraging assets from mobile banking and moving into the customer journey.

San Jose 40

San Jose Customer Experience Mobile social media 40

Social Assurance

DECEMBER 20, 2016

Go ahead a sing yourself through the 12 days of Social Assurance Content and learn more about how to Market With Confidence. Don’t treat your Linkedin page like an extension of your website’s About page, it is a stand-alone marketing tool. Talk to your audience just like you would with any other marketing tool.

social media 12

social media Tools Video Branding 12

William Mills

MAY 11, 2016

The tool helps people to do research and generate investment options. ^SR. Now showing custom, personalized customer video which I assume is using data analysis combined with automated video production tools. Customize video, like you would a direct mail piece. The tool is called Advisor Now.

Video 40

Video Lending social media Analytics 40

William Mills

MAY 11, 2016

This looks like a polling tool, to get quick client feedback, mostly about current events. The fact that this is an automated tool means it lacks authenticity. Customers can store all of their online profiles in one secure location to improve user experience. What’s the market strategy?

Video 40

Video Mobile social media Analytics 40