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FinovateSpring 2016 Live Blog – Day 2

William Mills

Credit HQ helps demonstrate to a small business how to start trading. Customers can store all of their online profiles in one secure location to improve user experience. What’s the market strategy? Fiserv is meeting that need for FIs and millennials. Walk through the purchase experience. That’s new.

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Finovate Fall 2016 Live Blog – Day 1

William Mills

We are doing a refi on our condo and I had to use GoToMeeting to show our FI’s mortgage lender how to find and use the documents we uploaded on THEIR system because the loan officer didn’t know how to use the system. Personalized savings plan (good), using various savings accounts and how much people need to save to reach their goal.

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