Remove Financial Technology Remove Millennials Remove social media Remove White Paper
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FinovateSpring 2016 Live Blog – Day 2

William Mills

From my understanding of their offering they let mid to large financial planners/consultants utilize state-of-the-art data tools in real time coupled with NLQ AI for a better customer experience, allowing a financial planner to do a better job for more clients in less time. Millennials want their mortgages fast, rocket fast.”

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FinovateSpring 2016 Live Blog – Day 2

William Mills

Fiserv is meeting that need for FIs and millennials. Industry leader Fiserv is tackling the issue account opening for Millennials. The account has a tie into social media and sharing. This is the integration of mobile social media with trading. Millennials want their mortgages fast, rocket fast.”

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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. finovate Tweets.

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