William Mills

SEPTEMBER 25, 2018

Namaste Credit’s automated credit assessment memo tool improves SME application review time and accuracy using image enhancement, OCR and advanced analytics. Some data gets categorized via the tool. Currently lots of losses because of failure in the Muni Market. This is a white-label service available to any bank. ^SR.

Mobile 78

Mobile Customer Experience Lending Analytics 78

William Mills

MAY 11, 2016

The tool helps people to do research and generate investment options. ^SR. Now showing custom, personalized customer video which I assume is using data analysis combined with automated video production tools. They are bringing financial data aggregation to the personal wealth management market. It looks pretty slick.

Video 40

Video Lending social media Analytics 40

William Mills

APRIL 27, 2017

There is also a backend workflow tool, as well as a portal for realtors. ^SR. 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. The platform provides a full digital process for submitting an application.

San Francisco 68

San Francisco social media San Jose Customer Experience 68

William Mills

MAY 10, 2016

This is a tool that helps you to leverage stock research and stock picking tools. Certainly an interesting application, but I’m not sure what differentiates from any other team collaboration tool. He has more than 30 years of experience in financial technology and is a recognized leader in financial and technology marketing.

San Jose 40

San Jose Customer Experience Mobile social media 40

William Mills

MAY 11, 2016

This looks like a polling tool, to get quick client feedback, mostly about current events. The fact that this is an automated tool means it lacks authenticity. What’s the market strategy? This is a simple tool to update all of your credit cards, usually in the aftermath of a card security breach.

Video 40

Video Mobile social media Analytics 40

William Mills

SEPTEMBER 12, 2017

YUKKA Lab AG detects market sentiments and transforms them into innovative tools for the finance and communications industry. YUKKA Lab‘s software reads and understands financial news within seconds and provides asset managers and financial advisors with an information advantage at a considerable smaller expenditure of time.

Samsung 69

Samsung Mobile User Experience Google 69

William Mills

MAY 9, 2018

Synapse Financial Technologies, [link] @synapsefi. SMB new account opening and engagement is WAY behind consumer banking tools. He has more than 34 years of experience in financial technology and is a recognized leader in financial and technology marketing. Presenters: Sankaet Pathak.

Security 40

Security Samsung Strategy San Jose 40