Independent Banker

FEBRUARY 24, 2016

When it comes to finance, millennials are a generation known to be conservative in spending and distrustful of financial institutions. Thus, it’s not shocking that millennials are a driving factor in the growing financial technology, or FinTech, movement. Innovation in payments.

Millennials 70

Millennials San Francisco Bitcoin cryptocurrency 70

William Mills

APRIL 27, 2017

From their web site: We create, design and develop innovative applications, combining talent and technology to achieve high impact creative solutions for our clients’ needs. Valuable, but I’m not sure if there is a core innovation represented here. ^SR. New financial product category: home ownership investment.

San Francisco 68

San Francisco social media San Jose Customer Experience 68

William Mills

MAY 11, 2016

This approach makes a lot of sense– but not sure if it would meet the governance and compliance considerations of most banks and investment management firms. ^SR Use the blockchain to manage identity, that’s one of the aims of DigiByte. BaseVenture provides a platform for fund management. Show platform on a Chrome browser.

Video 40

Video Lending social media Analytics 40

William Mills

MAY 11, 2016

CreditHQ helps businesses manage cashflow. Managing cash flow – targeted at small business in partnership with banks. ^KT. Here’s another solution for document management and origination. ^SR. Katerina Frolovicheva (MD, Technologies Innovations). ChipShield also has an integrated password management vault.

Video 40

Video Mobile social media Analytics 40

William Mills

MAY 9, 2018

How they describe their product/innovation: Project Finance is a personal finance application that shows users the future of their finances based on all the choices and decisions they’re making today. Grounding your organization’s digital transformation in people, processes, and technology is critical. Product Demoed: Agile Mortgages.

Security 40

Security Samsung Strategy San Jose 40

William Mills

MAY 10, 2016

OurCrowd is bringing a fintech solution to the process of sourcing and managing deals. Interesting take on managing customer experience, a big topic nowadays. 12:33 pm Finova Financial – @FinovaFinancial – [link]. We expect to see innovations in mobile, security, analytics, customer experience, and more. ^SR.

San Jose 40

San Jose Customer Experience Mobile social media 40

William Mills

SEPTEMBER 9, 2016

Auto-financing is ripe for innovation. Demo: Customer Insight Dashboard for Regional Manager who can view their forward looking metrics such as customer attrition and look forward several quarters. Social media is a special challenge since social media was not created with compliance in mind.

social media 40

social media ATM Mobile Customer Experience 40

Fintech Labs Insights

OCTOBER 16, 2016

Organized by SWIFT, Sibos is considered to be the world’s premier financial services event covering areas such as payments, securities, cash management, and trade. 2016 was the first year that Sibos dedicated a track “exclusively to distributed ledger” technology. Nearly 70% have embraced mobile technology.

Trends 12

Trends Fintech blockchain America 12

William Mills

SEPTEMBER 7, 2016

Data and Analytics are a profit center rather than something that just needs to be managed. Demo: A Wealth Management Company (ACME)– GoodData can embed analytics directly in ACME’s dashboard. Both money management and helping consumers to save (and have access to emergency funds) is vital to our economy.

Mobile 40

Mobile Cards Fraud Data 40