Branding Compliance Document Financial Technology 
William Mills
APRIL 27, 2017
Capsilon is compiling the data into a PDF and generate a list of required documents. Separates individual documents and sorts automatically to industry standard or a custom process. The loan processor and underwriter have a dynamic checklist of documents. What information do I need to enter this loan and register the loan?
William Mills
MAY 11, 2016
Here’s another solution for document management and origination. ^SR. From their website: ShortSave helps servicers help borrowers — without red tape, phone calls, or additional documentation. Can add loan documents with image capture via phone. Branded version is available. ^KT. Lots of useable data. Pete Myers (CEO).
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William Mills
MAY 11, 2016
Corezoid is advocating for a “process focused” view of bank technology, by use of APIs. 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 Showing using a brand new device on a brand new connection.
William Mills
MAY 10, 2016
There is a growing focus on customer experience and related compliance issues. Qumrum allows banks to actually document customer interactions online. Kofax can do background search of other documents to help verify bank customer identities. Qumram – @QumramAG – [link]. Simon Scheurer (CTO). Nicola Cowburn (CMO).
Fintech Labs Insights
AUGUST 22, 2024
Stratyfy: Raised $12M, decision intelligence technology gaining traction, particularly in risk management. Themis: Raised $9M, compliance and governance tech gaining steady traction, particularly with larger corporate clients. Glia: Expanded customer service technology offerings with AI enhancements.
William Mills
SEPTEMBER 9, 2016
Now showing how Avoka can integrate with a ton of apps in a matter of days with your company’s brand. Quickly integrating a variety of solutions is a huge problem facing financial institutions. Franchises – Americas greatest brands” They have a list view function where investors can investigate franchises near and far.
Fintech Labs Insights
OCTOBER 3, 2016
Added to its Compliance Document Management Solution, CertCapture. Partnered with Scotiabank to co-brand loans for SMEs in Mexico and Canada. Added to KBW Nasdaq Financial Technology Index. Partnered with BitSight Technologies to enhance its Know Your Third Party platform. Authy ( FD15 ). Avalara ( FD15 ).
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