William Mills

APRIL 26, 2017

William, Steven and I are at the FinovateSpring Conference getting ready for a great day of demos. He has more than 30 years of experience in financial technology and is a recognized leader in financial and technology marketing. Mills-Grimes is the Digital Marketing Manager at William Mills Agency. Stay tuned!

social media 68

social media Customer Experience Marketing Strategies Strategy 68

William Mills

SEPTEMBER 25, 2018

3 second demo – combination of two methods for password – key/password and voice. Demoing from BofA chatbot that could not tell the user’s identity. Pretending it is a husband and wife demo. Funny and unusual for a Finovate demo. Demoing mobile banking app which has smart capability.

Mobile 78

Mobile Customer Experience Lending Analytics 78

Social Assurance

OCTOBER 29, 2021

Growing Utilization of Marketing and Compliance Tools and Technology. The pandemic helped shake up some long-held traditional forms of banking and marketing. Financial marketers have advanced their marketing strategies and implemented new techniques and channels to their mix.

Compliance 15

Compliance Survey Marketing social media 15

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. Ana, CEO is speaking. “20 12:15 pm Capsilon.

San Francisco 69

San Francisco social media San Jose Customer Experience 69

William Mills

MAY 11, 2016

05:44 pm That is a wrap on demos for the day. Demo: Sezzle app with knowledge based authentication to link bank accounts. Race Data brought bank client on stage who is thrilled with the product, he also states that the technology gives context to bank call center employees as well. ^KT. Demoing first with apple watch.

Video 40

Video Mobile social media Analytics 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. Demo: Logging into App without the use of password. He is funny, this is so quick, he doesn’t need 7 minutes to demo. Demo: They are demoing on whatsapp.

social media 40

social media ATM Mobile Customer Experience 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. I’m having a little trouble following their demo as it’s fast but I’m working on it. Very good demo.

Video 40

Video Lending social media Analytics 40