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10 Big Bank Marketing Lessons from the ABA Bank Marketing Conference

South State Correspondent

Casey Christopher, Chief Empowerment Officer at Quontic Bank (NY, $835mm), and Brooke Ybarra, VP of Innovation Strategy at the ABA, provided bankers with a working knowledge of the current regulatory environment and how each technology works.

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FinovateSpring 2017 Live Blog – Day 2

William Mills

BeSmartee is based in Huntington Beach, CA. 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. Seems like a pretty straightforward application of marketing automation and predictive marketing.

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How CPAs Can Help Loan Officers Assess Business’ Risks, Valuations

NCR

We also scrutinize revenue projections based on a variety of business and market factors such as consumer demand and the entrepreneur’s go-to-market strategy. Hall is the Managing Director of Hall & Company, CPAs & Consultants in Irvine, CA. We review financial assumptions being made for reasonableness.

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Finovate Spring 2018 – Day 2

William Mills

How they describe their product/innovation: Project Finance is a personal finance application that shows users the future of their finances based on all the choices and decisions they’re making today. HQ: Sunnyvale, CA. In today’s world there is uncertainty around many things, your finances don’t have to be one of them.

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Finovate Fall 2016 Live Blog – Day 1

William Mills

Swych’s headquarters are in Plano, Texas with offices in San Francisco, CA. debut with its innovative e-form management system, the eximee™ Platform, eximee.com , at the September FinovateFall 2016 conference in New York. USAA is a customer and they are known as an innovator. Now showing mobile app on an Android Device.

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