Document Millennials Online User Experience 
PYMNTS
JANUARY 31, 2018
In online banking, 40 percent abandonment is … intolerable. As many as four in 10 consumers have at some point in their journey into online banking found the process frustrating enough to give up, as estimated by Signicat. In life, 40 percent of anything is a lot. And the frustration level has grown.
PYMNTS
JANUARY 14, 2019
That’s because they’ve trained consumers over the last half decade that walking into a store isn’t as nearly as satisfying or productive an experience as shopping online—and not necessarily from those same traditional players. And it did so via a channel that was not at all conducive to a digital shopping experience.
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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. Chip card reader for when customers are shopping online to improve security.
Fintech Labs Insights
JANUARY 8, 2016
December: Introduces bank account deposits using POLi online payment service. Jumio : demoed credentials-management technology, Netverify, that turns mobile devices into ID document-scanning terminals. May: Wins “Top Innovation, Best User Experience” in Citi Mobile Challenge. September: Launches in Mandarin.
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. The network lets the user ask family and friends to HELP the user buy something. I liked this demo.
Fintech Labs Insights
MAY 25, 2017
The platform also enables ready integration for outside parties such as external accounting software or even a real live human accountant, who can be set up on the platform’s accounting dashboard on banqUP and review the details of all transactions, including the original documents, and even leave notes right on the document image.
Fintech Labs Insights
JULY 22, 2015
Apex Clearing will explain its cutting-edge financial services platform and how online brokerage firms and FinTech groups can grow their businesses by leveraging our technology. Simply put, there is no other way to get this data and bring your user’s wallet to life in your app.
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