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William, Steven and I are at the FinovateSpring Conference getting ready for a great day of demos. He has more than 30 years of experience in financial technology and is a recognized leader in financial and technology marketing. William Mills Agency will be live blogging at FinovateSpring 2017. 11:25 am Good Morning!
3 second demo – combination of two methods for password – key/password and voice. Demoing from BofA chatbot that could not tell the user’s identity. However, they see their main value as helping to improve customerexperience. ^SR Pretending it is a husband and wife demo. 09:34 am Cashoff.
Interactive Demo in Chrome: [link]. The digital revolution is transforming the way companies connect to customers. And the businesses that succeed in the future will be continuously connected to their customers through whatever channels their customers choose.
ALL LENDERS whether banks, credit unions or independent mortgage bankers MUST step up their customerexperience and reduce costs with new technology from companies like BeSmartee. Again, another great UI show how a loan officer can work faster creating a better customerexperience. William Mills. finovate Tweets.
There is a growing focus on customerexperience and related compliance issues. Qumrum allows banks to actually document customer interactions online. CallVU helps the banker to better relate to the customer journey, with information relevant to each stage. ^SR. Customer care turning into a customer journey.
05:44 pm That is a wrap on demos for the day. To get the customer, they offer a rewards program which is 1% rewards. Demo: Sezzle app with knowledge based authentication to link bank accounts. Demoing first with apple watch. Is this the first time we have seen an apple watch as apart of a demo today? v=tSR3jjaegjs.
Demo: Logging into App without the use of password. He is funny, this is so quick, he doesn’t need 7 minutes to demo. Construct bond portfolios that are customized and optimized for each client. Demoing: Character, Joe Wilkes who is a rising star investor. Built a solution called Customer Insight for banking.
I’m having a little trouble following their demo as it’s fast but I’m working on it. I’ve been in conversations with folks fro ForwardLane over the past two weeks and I’m really interested in their offering and their demo today. Scale private banking model to a much broader market. Very good demo. ANOTHER great UI.
I’m here at the Santa Clara Convention Center covering the demos. In addition to two great days of demos I’m looking forward to days 3 and 4 of conference content and a panel session I’m hosting on Friday. Product Demoed: Project Finance. Demo video will be available soon. Website: projectfinance.io.
Demoing – Bills for T-mobile – Brought in balance and due date. Demo: A Wealth Management Company (ACME)– GoodData can embed analytics directly in ACME’s dashboard. Visualizing data for trends and market projection, visualize data in different ways. Demo: Bank application form. Also a pretty good customerexperience.
The Sneak Peek series looks at the innovators demoing live on stage at FinvoateFall 2015. Adobe helps the financial services industry transform paper forms, documents, and their associated manual processes into consistent, compliant, connected customerexperiences across multiple channels.
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