William Mills

SEPTEMBER 25, 2018

Synthesise and perform efficiency on documents. Takes a picture of documents and can get 99% accuracy in the data. Showing a document collection service via a mobile app. But, out in the field, it can be difficult to gather the documentation a lender needs to evaluate the application.

Mobile 78

Mobile Customer Experience Lending Analytics 78

William Mills

APRIL 27, 2017

Capsilon is compiling the data into a PDF and generate a list of required documents. Separates individual documents and sorts automatically to industry standard or a custom process. The loan processor and underwriter have a dynamic checklist of documents. What information do I need to enter this loan and register the loan?

San Francisco 68

San Francisco social media San Jose Customer Experience 68

William Mills

MAY 11, 2016

Here’s another solution for document management and origination. ^SR. From their website: ShortSave helps servicers help borrowers — without red tape, phone calls, or additional documentation. Can add loan documents with image capture via phone. What’s the market strategy? Lots of useable data. Pete Myers (CEO).

Video 40

Video Mobile social media Analytics 40

William Mills

MAY 11, 2016

For investors, they pre-populate legal investment subscription documents. They use this tech for onboarding in the financial industry, particularly mortgage. The backend technology is hosted on the cloud. They have technology to scan documents, perform OCR, and upload—all from a mobile device. FundManger.io

Video 40

Video Lending social media Analytics 40

William Mills

MAY 10, 2016

Qumrum allows banks to actually document customer interactions online. Kofax can do background search of other documents to help verify bank customer identities. He has more than 30 years of experience in financial technology and is a recognized leader in financial and technology marketing.

San Jose 40

San Jose Customer Experience Mobile social media 40

William Mills

SEPTEMBER 9, 2016

Summary of Originators includes graphs, headshots, other additions include documents, analytics and loan data that you can dive deeper into. He has more than 30 years of experience in financial technology and is a recognized leader in financial and technology marketing. With reporting, can get rid of excel.

social media 40

social media ATM Mobile Customer Experience 40

William Mills

SEPTEMBER 12, 2017

I guess in summary it’s SUPER ENCRYPTION for transactions, document movement. He has more than 34 years of experience in financial technology and is a recognized leader in financial and technology marketing. These folks are based in Maryland so that explains the NSA connection.

Samsung 69

Samsung Mobile User Experience Google 69