PYMNTS

JULY 30, 2019

Having recently announced a $400 million Series F funding round, Nubank is developing a small business banking solution after expanding from its initial services as a credit card issuer. In small business banking, the friction points that threaten the user experience are quite similar in Latin America to the friction faced in the U.K.,

User Experience 122

User Experience America Analysis Industry 122

PYMNTS

DECEMBER 11, 2018

Today, nearly half of gig workers surveyed for the most recent PYMNTS.com Gig Economy Index say they use a digital marketplace to find work, handle payments and manage other key components of freelancing, like taxes. “They put in their credit card number, and it’s ‘set it and forget it.'” working population.

Payments 178

Payments User Experience Cards Taxes 178

PYMNTS

NOVEMBER 21, 2016

Payment regulations, prepaid card regulations, controlled currencies,” Monty began. As an example, Monty explained that, in Mexico, prepaid cardholders might use their cards more at ATMs, while workers in another locale — say, New York City — might use those cards more at the point of sale.

Payments 100

Payments New York City Regulation Taxes 100

Celent Banking

JUNE 5, 2015

Another case arises when consumers have high interest rate credit card debt. Anchoring on credit card disclosures is very powerful. Initial experiences with the new credit card disclosures shows that borrowers are anchoring on the minimum payment figure, and on occasion paying less each month than they otherwise would.

Conference 100

Conference Taxes User Experience Nebraska 100

PYMNTS

DECEMBER 11, 2019

As the open banking business model permeates into the B2B financial services market, FinTechs and traditional financial institutions continue to find new use cases for API integrations and connectivity to elevate the business-user experience. Alliance Bank Taps Into Ephesoft Data Capture.

Fintech 132

Fintech Groups Data Strategy 132

PYMNTS

NOVEMBER 24, 2020

There are commercial cards, wires and a variety of domestic bank transfer networks, as well as a slew of digital wallets and payment gateways like PayPal and Stripe — and SaaS firms must be able to support them all in order to actually acquire the customers interested in their products. “You'll choose that product over the other.”.

Payments 151

Payments Software Strategy User Experience 151

PYMNTS

AUGUST 3, 2016

Early Warning’s clearXchange network will now enable P2P payments between the more than 200 million Visa debit cards in the U.S., including payments to non-Visa branded debit cards as well. These partners with programs already up and running include Fiserv and its Popmoney P2P service, Ingo Money and Square.

Payments 100

Payments User Experience Security Cards 100

PYMNTS

APRIL 30, 2018

In this world, the only things certain are death and taxes. LendingClub makes unsecured personal loans to consumers, mostly to consolidate and pay off credit card debt and more recently to refinance auto loans. All tout an easy user experience via a mobile app that helps users track and monitor spend.

Fintech 183

Fintech blockchain Lending Digital Banking 183

MyBankTracker

JULY 23, 2020

No tax loss harvesting or automatic rebalancing for brokerage accounts. You get the benefit of experienced portfolio management, plus tax loss harvesting. That can help to minimize the tax bite taken out of your investments. Are Tax-Loss Harvesting and Automatic Rebalancing Included? Types of Accounts Offered.

Taxes 52

Taxes Online Tools Management 52

Tomorrow's Transactions

MAY 26, 2020

Firstly, when we are transacting with an organisation (from getting past a registration barrier to download some info, through buying things, to filing tax returns), everything on our screens is about the organisation (much of it irrelevant for our purposes) and nothing is about us. Hopefully, that would be rare. Governance (e.g.

Apple 60

Apple Google User Experience US 60

Javelin Strategy & Research

FEBRUARY 23, 2015

And the market has responded with a broad range of mobile-first personal finance apps that feature aggregated accounts, financial alerts, cash-flow management, credit health, debt management, reward oversight, motivational coaching, payment decision-making, scam protection, shopping, taxes, wealth management – and yes, even budgeting.

Management 40

Management Taxes Mobile America 40

South State Correspondent

AUGUST 31, 2022

Then there are vendor contracts, employment agreements, statements of work, loan documents, financial statements, tax returns, deposit account documents, policies, and an array of similar applications. Pulling data off a tax return has a low error rate while pulling data off an attorney-prepared loan document is more challenging.

Training 74

Training Data Examples Taxes 74

Fintech Labs Insights

OCTOBER 7, 2015

From online payment portals to unified APIs, Hyperwallet’s global payout network provides collaborative economy companies and their workers with a range of payments capabilities, integrated financial tools, tax reporting solutions, and business support services. ” Key takeaways.

San Francisco 12

San Francisco User Experience Software Tools 12

Lars Markull

JUNE 30, 2020

In contrast, “official” open banking flows can lead to a more secure end-user experience (official flow meaning something in which the bank is in the loop and offers built-for-purpose APIs, as opposed to an aggregator cutting out the bank by finding hacks to get the data off the bank’s user interface).

Data 52

Data Regulation Mobile Security 52

Lars Markull

JUNE 30, 2020

In contrast, “official” open banking flows can lead to a more secure end-user experience (official flow meaning something in which the bank is in the loop and offers built-for-purpose APIs, as opposed to an aggregator cutting out the bank by finding hacks to get the data off the bank’s user interface).

Data 52

Data Regulation Mobile Security 52

Lars Markull

JUNE 30, 2020

In contrast, “official” open banking flows can lead to a more secure end-user experience (official flow meaning something in which the bank is in the loop and offers built-for-purpose APIs, as opposed to an aggregator cutting out the bank by finding hacks to get the data off the bank’s user interface).

Data 52

Data Regulation Mobile Security 52

Fintech Labs Insights

MAY 30, 2017

CEO Miron Lulic urges you to think of the “serendipity” of real-time offers provided on platforms like airline fare aggregator Kayak, and imagine the same user experience in financial services. What is SuperMoney ? The website features more than 11,000 expert and consumer advice columns and reviews. Magazine’s 2015 ranking.

UX 22

UX Online Comparison Lending 22

William Mills

SEPTEMBER 7, 2016

With CRMnext, replacing a lost card or request a new pin is a one button process. Demo: voice conversation with Alexa, able to ask bank account balance, block cards, pay bills, send money to friends. Built a workflow for the bank so the bank can approve payment and see all compliance and tax information. No other app does that.

Mobile 40

Mobile Cards Fraud Data 40

Fintech Labs Insights

JULY 22, 2015

Avalara will detail the Weird and Wacky World of Sales Tax. Did you know that sales-tax in the U.S. There are over 12,000 taxing jurisdictions covering millions of taxability rule combinations. Why it’s a must-see: Tokenizing with one gateway removes the burden of PCI compliance but locks that card into a single gateway.

San Francisco 12

San Francisco Video Fintech Data 12

CB Insights

OCTOBER 31, 2017

The Pivot : We came up with a fresh take on the plethora of AR-style apps that create visual effects based on face detection and tracking… [Poor user experience] had a big impact on our retention metrics. It’s not ideal when your best user acquisition strategy is partnering with a company who has a competing product.

Company 78

Company US San Francisco Capital 78