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 10, 2016

One use case is to use a bot, via text messaging, to help customers when they have potential credit card fraud. Qumrum allows banks to actually document customer interactions online. Kofax can do background search of other documents to help verify bank customer identities. Simon Scheurer (CTO). Nicola Cowburn (CMO).

San Jose 40

San Jose Customer Experience Mobile social media 40

William Mills

MAY 11, 2016

For investors, they pre-populate legal investment subscription documents. This is a very sophisticated fraud detection technology! ^SR. They have technology to scan documents, perform OCR, and upload—all from a mobile device. Mills-Grimes is the Digital Marketing Consultant at William Mills Agency. FundManger.io

Video 40

Video Lending social media Analytics 40

William Mills

SEPTEMBER 9, 2016

I like the idea but I am a bit concerned about the potential for fraud from both companies and investors. Addresses compliance, fraud experience and customer experience analytics. Social media is a special challenge since social media was not created with compliance in mind. users fall victim to fraud.”

social media 40

social media ATM Mobile Customer Experience 40

William Mills

SEPTEMBER 7, 2016

03:04 pm Experian Fraud & Identity – https://www.experian.com/decision-analytics/identity-and-fraud/fraud-and-identity.html – @Experian – Adam Fingersh – GM and SVP, Fraud and Identity Solutions & John Sarreal. About to show use case on credit card fraud. Demo: Bank application form.

Mobile 40

Mobile Cards Fraud Data 40

William Mills

MAY 9, 2018

By more accurately classifying documents, extracting relevant data and feeding downstream mortgage application workflows, AI Foundry provides increased insight, better analytics and improved decision-making. He has more than 34 years of experience in financial technology and is a recognized leader in financial and technology marketing.

Security 40

Security Samsung Strategy San Jose 40