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FinovateSpring 2016 Live Blog – Day 2

William Mills

Helping banks with customer retention by transforming data into knowledge about their customer’s engagement and key events on their journey. 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. What’s the market strategy?

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FinovateSpring 2016 Live Blog – Day 2

William Mills

Tim Dubes (VP, Marketing). Millennials want their mortgages fast, rocket fast.” One or two of three new mortgages are going to be Millennials (I think he said two but I’m not sure)” This is REALLY important. “One Millennials want the right mortgage, right now, online or on their phone. Man, that’s true. Stay tuned! ^KT.

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Finovate Fall 2016 Live Blog – Day 1

William Mills

I’ve heard that financial planners are having a hard time getting Millennials thinking about retirement but instead focus on short-term financial goals – homes, vacations, etc. InSpirAve is transparent pay-for-performance model where we create incremental revenue for retail and financial institutions. since day one.

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