FICO

JUNE 14, 2023

Banks will be leveraging AI/ML and automation to deliver proactive, always-on personalized customer experiences and interactions that can be followed up with action. CLARKE: Within five years, I believe personalization at scale, or hyper-personalization as many call it, will be table stakes in banking.

Analytics 52

Analytics Strategy Survey Technology 52

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. Software as a service. It looks pretty slick.

Video 40

Video Lending social media Analytics 40

William Mills

MAY 11, 2016

11:37 am William Mills, CEO of William Mills Agency, and Stephen Ramirez, CEO of Beyond the Arc, discuss major trends presented at this year’s Finovate and highlight key companies such as Malauzai Software, PayActiv and many more! What’s the market strategy? Advisor Software – @AdvisorSoftware – [link].

Video 40

Video Mobile social media Analytics 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. Working for the past 6 years with many banks to design their online experience. Purple = Customer Experience.

social media 40

social media ATM Mobile Customer Experience 40

NCR

MAY 31, 2017

When it comes to delivering a successful omni-channel marketing strategy, devising and launching your plans are just the first steps. Just as much time and attention are required to manage your marketing.

Management 83

Management Marketing ATM Customer Experience 83

NCR

MAY 24, 2017

What is the most effective way to engage customers – both existing and prospective? It’s a big question for many businesses, and one that drives a lot of marketing strategies. ATMs can even wish customers a happy birthday. .”

Marketing 81

Marketing ATM Marketing Strategies Strategy 81

Social Assurance

DECEMBER 20, 2016

With filters and editing software, you can turn a drab photo into a beautiful photo in minutes. Our platform provides a great way to streamline your social processes and help execute your marketing strategy. Customer Service. Customer experience is the heart of marketing. 6 Pay Per Clicks. Be timely.

social media 12

social media Tools Video Branding 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. Key Advisory Board Members.

Security 40

Security Samsung Strategy San Jose 40

William Mills

SEPTEMBER 7, 2016

Also a pretty good customer experience. The bank’s software still blocks it even though they have all the logic and the one-time password that the consumer unknowingly gave out. Reston, VA-based software company that builds trust online. Getting ready to talk about two customer experiences. Biometrics?

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