Perficient
DECEMBER 1, 2022
Tax season was approaching, and Jane, a Financial Advisor employed by Faux Advisors Group, wanted to target clients and prospects that would benefit from using tax-aware asset allocation (moving high-yield assets to a tax-deferred or exempt account to help decrease taxable income).
Celent Banking
JUNE 5, 2015
These “UX” nuances matter, and refining the details of the user experience will be hugely important. Here are a few other tidbits that I’ll expand upon in the full report: People don’t like to pay taxes (no surprise).
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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. Tax Wrangler. This is not the only alchemist position out there. Weekend Happiness Concierge. Source: Jorge Royan.
Fintech Labs Insights
DECEMBER 2, 2019
Metrics: In Q3, @bankmobile (digital unit of @CustomersBank ) books small profit ($900k pre-tax) despite $4M fraud loss + $1M legal bill. Wells Fargo’s Greenhouse has UX issues to overcome ahead of national rollout. UX Tips: U.S. BankMobile posted its first profitable quarter in the period ending Sep 30, 2019.
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.
Fintech Labs Insights
APRIL 22, 2020
With $5k in savings, the top 3% tier only nets $12/month before-tax (or $9 to $10 after-tax). However, for the top savers that bank is targeting, e.g. those with $50k in savings, the extra yield (130 BP over other high-yield accounts) amounts to a meaningful $600 to $700 annually (before tax). Digital Banks for Small Businesses.
Fintech Labs Insights
MAY 30, 2017
” SuperMoney also hosts a wealth of personal financial information on topics ranging from auto insurance and business credit cards to tax planning and wealth management. The post SuperMoney Brings a Kayak-Like UX to the Online Borrowing Process appeared first on Finovate. Magazine’s 2015 ranking.
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