William Mills

APRIL 27, 2017

From their web site: Unison is the market leader in home ownership investment. Headquartered in San Francisco, Capsilon serves many of the mortgage industry’s most innovative companies, including two of the 10 largest residential mortgage lenders in the United States. I like this idea. As a HubSpot certified specialist, K.T.

San Francisco 69

San Francisco social media San Jose Customer Experience 69

William Mills

MAY 9, 2018

Our Actionable Intelligence Management solutions help banks and mortgage companies streamline and automate manual processes, seize new business opportunities and manage compliance, all while transforming the customer experience. Product Demoed: Agile Mortgages. Key Executives. Key Investors. Kodak Alaris. One, [link]. Kodak Alaris.

Security 40

Security Samsung Strategy San Jose 40

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. Visualizing data for trends and market projection, visualize data in different ways. Help customers manage their finances.

Mobile 40

Mobile Cards Fraud Data 40

William Mills

SEPTEMBER 9, 2016

From their web site: Based in San Francisco, MarketX was founded by a group of experienced professionals from finance, legal, and technology backgrounds. Targeted at Marketing, execs, lines of business owners, etc. Built the platform for networking, data management and analytics and reporting. I need to learn more.

social media 40

social media ATM Mobile Customer Experience 40