Document Marketing Strategies Operations User Experience 
William Mills
MAY 11, 2016
Diana Chin (HR & Operations). 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?
PYMNTS
MAY 31, 2019
-based B2B FinTechs led the way in this week’s investment roundup, with more than $212 million in new funding falling in the hands of startups targeting a range of enterprise operations. Agosto said it will add to its sales and marketing team, and promote its Skykit content management system solution. The company raised $6.5
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CB Insights
AUGUST 24, 2017
“We are simplifying our entire go-to-market strategy and reducing our cost structure while we increase our ability to more effectively serve our customers. The second front of our transition is how we are building platforms to exploit the cloud and dramatically expand the size of our market opportunities. .
William Mills
SEPTEMBER 12, 2017
VERY Cool mobile, user experience. I checked out their web site and they are promoting their IOS/Google Play mobile apps (no surprise) and I found this: This website is operated and maintained by Collective Returns, Inc. I guess in summary it’s SUPER ENCRYPTION for transactions, document movement. Interesting.
William Mills
MAY 9, 2018
Presenter Profile: How they describe themselves: AI Foundry uses AI and user-guided machine learning to transform enterprise operations by integrating information, people and processes. With so many companies showing web-based platforms the quality of the user experience is paramount. I like their web-based UI.
William Mills
SEPTEMBER 7, 2016
We are doing a refi on our condo and I had to use GoToMeeting to show our FI’s mortgage lender how to find and use the documents we uploaded on THEIR system because the loan officer didn’t know how to use the system. operation of Russian-based company. Marketing is headed by Stephanie Barrueto and Product Engineering by Linda Yang.
CB Insights
DECEMBER 14, 2017
The Honest Company’s content marketing strategy that drives 151,000 visits from pre-qualified customers. A year later, the Canadian Food Inspection Agency banned the startup from operating in Canada due to it not meeting certain nutritional standards required for it to be a meal replacement.
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