Fintech Labs Insights

JULY 22, 2015

CoreIQ is a marketing automation system developed by Onovative that speeds onboarding and broadens cross-selling opportunities for community banks and credit unions. ” Pictured (left to right): Onovative co-founders Michael Browning (CEO) and Clay Turner (CTO) demonstrating CoreIQ at FinovateSpring 2015 in San Jose.

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Technology Marketing San Jose Community Bank 12

William Mills

APRIL 27, 2017

Today is clearly Mortgage day at Finovate in San Jose. Seems like a pretty straightforward application of marketing automation and predictive marketing. From their web site: Unison is the market leader in home ownership investment. Mills-Grimes is the Digital Marketing Manager at William Mills Agency.

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San Francisco social media San Jose Customer Experience 68

Fintech Labs Insights

APRIL 30, 2015

Register today to see and meet these innovators in person on May 12 and 13 at our upcoming conference in San Jose, California. See you in San Jose! Finaeos automates the back-office and capital raise compliance. HQ: San Jose, California. HQ: San Francisco, California. Why it’s great.

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Fintech Labs Insights

JUNE 15, 2016

Market intelligence is the tool for this kind of “know your customer,” but for many small and medium-sized banks the challenge of turning raw customer data into actionable market intelligence has been both pricey and technically prohibitive. This is where Race Data comes in. ” Company facts.

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Community Bank Data Community Marketing 12