William Mills

MAY 11, 2016

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. Ryan Wilk (VP, Customer Success) and Robert Capps (VP, Bus.

Video 40

Video Lending social media Analytics 40

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. Leveraging assets from mobile banking and moving into the customer journey. i.e. showing the mobile banking when they are calling customer service.

San Jose 40

San Jose Customer Experience Mobile social media 40

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. Hybrid approach to empower advisors, remain compliant and really help customers. Auto-financing is ripe for innovation. It’s seems better to invest in a brand you are more comfortable with an established presence.

social media 40

social media ATM Mobile Customer Experience 40

William Mills

MAY 11, 2016

Katerina Frolovicheva (MD, Technologies Innovations). This is a leading bank in Russia, with a track record of fintech innovation. Customers can store all of their online profiles in one secure location to improve user experience. Branded version is available. ^KT. David Carr (Innovation Manager).

Video 40

Video Mobile social media Analytics 40

CB Insights

MAY 15, 2019

One popular approach: in-house financial innovation labs. We’ve created a list of finance innovation labs from some of the biggest names in the industry, as well as from newcomers looking to make a name through tech. We’ve written about corporate innovation theater before — and how sometimes corporate innovation goes wrong.

Innovation 78

Innovation blockchain Technology Groups 78

Gonzobanker

DECEMBER 14, 2023

Under Stuart’s leadership over the past 17 years, OnPoint has gone from under $2 billion in assets to knocking on the door of $10 billion, all while becoming the most recognized financial brand in the Portland market and achieving some of the industry’s best profitability in 2023. Oh, and along the way, OnPoint will provide an amazing $2.5

Fintech 194

Fintech Community Regional Technology 194

William Mills

SEPTEMBER 7, 2016

Also a pretty good customer experience. Integrated with major retailer API’s like Amazon, eBay, Best Buy and several other aspirational brands. debut with its innovative e-form management system, the eximee™ Platform, eximee.com , at the September FinovateFall 2016 conference in New York. Their application is middleware.

Mobile 40

Mobile Cards Fraud Data 40