CFPB Monitor

JANUARY 29, 2020

One of the most important areas of consumer financial regulation today is the use of internet- or social media-based platforms to target advertising for consumer financial products. The article makes specific recommendations to financial institutions considering the use of targeted marketing.

Lending 130

Lending social media Compliance Regulation 130

William Mills

MAY 8, 2018

He has more than 34 years of experience in financial technology and is a recognized leader in financial and technology marketing. He has personally advised more than 300 chief executives on marketing strategy, business development, mergers and acquisitions, company branding and public relations.

social media 40

social media Customer Experience Marketing Strategies Strategy 40

NCR

MARCH 1, 2016

That’s why some of us from Banking.com will be attending, and even actively participating in, the Bank Social Media Conference , which is set for April 7- in Newark, N.J. On the one hand, social media within retail banking is still in its infancy, yet it’s raging with innovation and experimentation (at least when budgets allow).

Conference 40

Conference social media Marketing Strategies Strategy 40

William Mills

NOVEMBER 1, 2016

Our agency is no stranger to technology, its evolution and its expanding impact on all of our lives. 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. But what about technology spending for your CMO?

Technology 40

Technology US Customer Experience Marketing 40

William Mills

APRIL 27, 2017

With the Fannie Mae and Freddie Mac still in recovery there has not been great investment in mortgage technology. These folks are may be one of the companies that bring 21st Century technology to the industry. They invested in new technology and are promoting the heck out of it. BeSmartee www.besmartee.com ^William.

San Francisco 68

San Francisco social media San Jose Customer Experience 68

William Mills

SEPTEMBER 25, 2018

There are behavioral cues buried deep in the transactional data. Takes a picture of documents and can get 99% accuracy in the data. Once run the OCR, it will clean up the minor issues and the data is very clean. Some data gets categorized via the tool. Trying to be a big-data source for the Muni market. ^DG.

Mobile 78

Mobile Customer Experience Lending Analytics 78

NCR

MAY 16, 2016

A little thought and preparation beforehand will do wonders for your marketing strategy and translate into more sales for you. This makes it easier for the Google bots to crawl your site, and feed the harvested data into its ever-changing algorithm that gives your website its ranking. Social Media. Local Presence.

Strategy 53

Strategy social media Google CA 53

William Mills

MAY 11, 2016

Race Data – @RaceDataSystems – [link]. Turn data into energized relationships. Race dashboard: Large data set to work with. Helping banks with customer retention by transforming data into knowledge about their customer’s engagement and key events on their journey. Lots of useable data. ^KT.

Video 40

Video Mobile social media Analytics 40

William Mills

MAY 11, 2016

Sergii Danilenko (Head of Marketing). Banks are not experts in IT, so now they can leverage plug-and-play technology functionality. Corezoid is advocating for a “process focused” view of bank technology, by use of APIs. Going to speak about technology can be better used in the card world. Maria Gurina (Bus.

Video 40

Video Lending social media Analytics 40

FICO

MARCH 24, 2021

I’d like to start with data ingestion, as the medium is the message and data is your medium. Data needs to be fed, shared, enriched, stored and used in the banking ecosystem for several different decisions. In order to achieve this, at the time of application, all types of data will need to be accessible in real time.

Data 59

Data social media Resources Examples 59

William Mills

MAY 10, 2016

Like a HELOC on your car but using a technology platform. 12:32 pm Payment Data Systems – [link]. Matt Decker (VP, Technology). Payment Data Systems is unveiling Akimbo Now, delivery of digital cards that eliminates the need for plastic. Mills-Grimes is the Digital Marketing Consultant at William Mills Agency.

San Jose 40

San Jose Customer Experience Mobile social media 40

William Mills

SEPTEMBER 9, 2016

From their web site: Based in San Francisco, MarketX was founded by a group of experienced professionals from finance, legal, and technology backgrounds. Social media is a special challenge since social media was not created with compliance in mind. We will show you how to use the data you already have.”

social media 40

social media ATM Mobile Customer Experience 40

CB Insights

OCTOBER 23, 2018

Consumers are now buying CPG goods online, via mobile, at the office, through on-demand delivery, in meal kits and personalized services, by using smart home and voice technology, and more. Traditional VC firms and even technology companies have also moved into CPG investments. They’re also changing the way they shop.

Branding 73

Branding Industry Retail Strategy 73

William Mills

MAY 9, 2018

Again another financial wellness platform using machine learning technology. It adds a layer of connectivity between accounts that enables users to explore scenarios and tradeoffs — using their actual account data and information — and provides advice and guidance around the most optimal actions they can take with their money.

Security 40

Security Samsung Strategy San Jose 40

William Mills

SEPTEMBER 7, 2016

Data can be used to advise clients on where their money is going and provide suggestions on saving money. Data and Analytics are a profit center rather than something that just needs to be managed. Turning Data into Insight and further into Action. With GoodData can productize the data and more.

Mobile 40

Mobile Cards Fraud Data 40

CB Insights

FEBRUARY 27, 2018

From robots that sew and cut fabric, to AI algorithms that predict style trends, to VR mirrors in dressing rooms, technology is automating, personalizing, and speeding up every aspect of fashion. In this report, we dive into the trends reshaping how our clothes and accessories are designed, manufactured, distributed, and marketed.

Industry 78

Industry Branding social media Retail 78

CB Insights

DECEMBER 14, 2017

These direct-to-consumer, or D2C companies, are able to manufacture and ship their products at much lower costs than traditional consumer brands because they own all of their customers’ data and maintain end-to-end control over the making, marketing, and distribution of products.

Video 78

Video Branding Company Strategy 78

CB Insights

JUNE 7, 2018

Data collection methods. Psychographics is the study of consumers based on their activities, interests, and opinions (marketers call these AIOs). Psychographics is the study of consumers based on their activities, interests, and opinions (marketers call these AIOs). For example, imagine trying to market a vegan protein bar.

Marketing 78

Marketing Data Analytics Examples 78