Perficient

DECEMBER 1, 2022

But financial advisors that work for larger wealth managers and are looking to be more targeted and personalized with client outreach are often burdened by the hoops put in place by corporate infrastructures that they must jump through in order to get new marketing content made or sales campaigns underway.

Taxes 294

Taxes Customer Experience Marketing Compliance 294

CB Insights

APRIL 29, 2019

As of this publication, LinkedIn showed active listings for a UX design alchemist at Critical TechWorks and a product and solutions development alchemist at Together Abroad. At the now defunct Convergys Corporation, new sales employees pitching the company’s customer management software were known as retail Jedis. Tax Wrangler.

Innovation 78

Innovation Software Taxes Google 78

Fintech Labs Insights

SEPTEMBER 1, 2020

Synkbooks (aka Tax Labs Inc.). Product: Small business bookkeeping which forces owners to keep their books in the same categories as IRS tax categories to simplify tax returns Business model: Direct to small businesses HQ: LA Launched: July 2018 Raised: No announced funding Founders: Isai Cortez. Seed-Stage Startup.

Fintech 15

Fintech Delaware Taxes UX 15

Fintech Labs Insights

MAY 30, 2017

As the company’s Managing Partner Harry Langenberg pointed out, SuperMoney is taking the same approach to loan comparison that “won Google the search engine wars.” ” Pictured: SuperMoney Managing Partner Harry Langenberg demonstrating the Supermoney loan offer comparison tool at FinovateSpring 2017.

UX 22

UX Online Comparison Lending 22