William Mills

APRIL 27, 2017

From their web site: Capsilon provides comprehensive digital mortgage solutions that enable mortgage companies to increase productivity and lower costs, while ensuring compliance. He has more than 30 years of experience in financial technology and is a recognized leader in financial and technology marketing.

San Francisco 68

San Francisco social media San Jose Customer Experience 68

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 Sabina Bhatia (Director, Marketing). Stay tuned! ^KT.

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. He has more than 30 years of experience in financial technology and is a recognized leader in financial and technology marketing. Qumram – @QumramAG – [link]. Simon Scheurer (CTO). Nicola Cowburn (CMO).

San Jose 40

San Jose Customer Experience Mobile social media 40

William Mills

MAY 11, 2016

What’s the market strategy? They’ve created a chip reader that can be plugged into your computer, so consumer can use EMV for online purchases. VIX Verify isn’t (yet) big in the US, but does have traction globally. They help FIs use the mobile phone for identity verification. Sabina Bhatia (Director, Marketing).

Video 40

Video Mobile social media Data 40

William Mills

SEPTEMBER 9, 2016

Addresses compliance, fraud experience and customer experience analytics. Social media is a special challenge since social media was not created with compliance in mind. We don’t all have those techie nephews who can help us whenever we need tech support. Visit us at www.liferay.com. Can view desktop, smart-phone, etc.

social media 40

social media ATM Mobile Customer Experience 40

William Mills

MAY 9, 2018

I’ve participated in every US event except one as well as Finovate Europe last year. Presenter Profile: How they describe themselves: AI Foundry uses AI and user-guided machine learning to transform enterprise operations by integrating information, people and processes. Synapse Financial Technologies, [link] @synapsefi.

Security 40

Security Samsung Strategy San Jose 40

William Mills

SEPTEMBER 7, 2016

Demo: 5 Use cases centering around an Advisor (Andrew) who met with customer who opened a new account. Andrew just needs to review the account and forward on to compliance for their review. Andrew can snooze until Compliance has done their work so his workspace is not cluttered. Their application is middleware.

Mobile 40

Mobile Cards Fraud Data 40