William Mills

APRIL 27, 2017

Today is clearly Mortgage day at Finovate in San Jose. He has more than 30 years of experience in financial technology and is a recognized leader in financial and technology marketing. Mills-Grimes is the Digital Marketing Manager at William Mills Agency. BeSmartee www.besmartee.com ^William.

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San Francisco social media San Jose Customer Experience 68

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]. Some of the top companies in fintech are gathered for the Spring Finovate conference in San Jose.

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San Jose Customer Experience Mobile social media 40

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.

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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. ChipShield also has an integrated password management vault. David Carr (Innovation Manager). Martin Campbell (CEO).

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Video Mobile social media Analytics 40

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.

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