Fintech Labs Insights

FEBRUARY 9, 2024

We’ll also link to important demos, podcasts and YouTube videos. This constantly updated article tracks the biggest and most important new products released worldwide by financial technology companies, along with banks, credit unions, investment advisors, insurance companies, credit card issuers and payment providers.

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Fintech Labs Insights

APRIL 4, 2017

A look at the companies demoing live at FinovateSpring on April 26 & 27 in San Jose. He is also a founding team member of Optima Tax Relief, a 2015 Inc. He was also co-founder of Optima Tax Relief, a 2015 Inc. Pick up your tickets today and save your spot. SuperMoney helps people compare financial services.

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South State Correspondent

OCTOBER 20, 2022

We have seen this a thousand times, and it is ALWAYS a mistake – banks do demos of technology but rarely try to use it themselves before purchasing it. When designing or choosing new technology, select the one that employees or customers can complete the fastest. The result?

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Gonzobanker

DECEMBER 17, 2021

As regulators grappled with new policy, Congress pondered taxing crypto, and bankers began pilots to offer crypto currency conversion, the industry quickly realized that this alternative currency paradigm is here to stay and must be integrated into future strategy and client experience. Brent continues to hone his craft with each demo.

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MyBankTracker

JULY 6, 2020

Are Tax Loss Harvesting and Automatic Rebalancing Included? Tax-loss harvesting and automatic rebalancing can help manage your investments more efficiently. When you harvest tax losses , you sell investments at a loss to offset gains. That can mean a tax break. But the more you invest, the more the fees add up over time.

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MyBankTracker

JULY 6, 2020

Are Tax Loss Harvesting and Automatic Rebalancing Included? Tax-loss harvesting and automatic rebalancing can help manage your investments more efficiently. When you harvest tax losses , you sell investments at a loss to offset gains. That can mean a tax break. But the more you invest, the more the fees add up over time.

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Online Taxes Management Tools 52

Fintech Labs Insights

APRIL 13, 2017

A look at the companies demoing live at FinovateSpring on April 26 & 27 in San Jose. The new TALK app from AutoKept is the first AI and voice recognition add-on to popular software that wipes out 90% of daily bookkeeping and tax records for small businesses. Pick up your tickets today and save your spot.

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Perficient

OCTOBER 20, 2020

MarketPlace is typically described during an OneStream demo as an app store for OneStream with the speaker typically referencing one or more of the solutions from the MarketPlace In this blog, I will expand on the explanation communicated during most OneStream demos I have attended and add my own perspective. So “What is MarketPlace”?

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Fintech Labs Insights

JULY 1, 2016

Near the top of the list of expense reporting and reimbursement headaches for international travelers is the value-added tax, or VAT. ” Pictured (left to right): Chief Product Officer Koen Christiaens and CCO Wim Derkinderen demoing the Xpenditure platform at FinovateEurope 2016 in London. .

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Fintech Labs Insights

AUGUST 16, 2016

A look at the companies demoing live to 1,5000+ fintech professionals on September 8 & 9, 2016. Innovative and integrated financial planning and tax planning. Innovative and integrated financial planning and tax planning. Register today. Department of Labor, fiduciary-focused, solution. Why it’s great.

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William Mills

DECEMBER 12, 2017

Between massive tax revisions and the end of net neutrality, small businesses are expected to struggle in the coming year, creating an opportunity for financial institutions to step in and provide real value. Among those companies were an impressive line-up of new and veteran organizations that were able to demo their solutions.

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Fintech Labs Insights

NOVEMBER 23, 2020

Like a retirement plan or HSA, employees agree to have a small percentage of their pay withheld ( though a key difference is the savings account if funded after-tax ). Since these are after-tax dollars, there are no IRS reporting requirements, rules, or penalties for making withdrawals.

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Fintech Labs Insights

MAY 3, 2017

The recent launch of Payment Ninja is one small step toward 100% free payment acceptance for merchants, and one giant leap for the San Francisco-based payment company that demoed its technology at FinovateSpring 2016. Payment Ninja went live in the U.K. at the end of April and will be available in EU countries, the U.S.,

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Fintech Labs Insights

MARCH 23, 2016

The latest from upcoming FinDEVr New York 2015 presenters: Xignite to provide free market data for FinTech Sandbox demo participants. Markit unveils new tax utility service. Avalara teams up with WooCommerce to help online merchants manage sales taxes. VIX Verify. Green Key Technologies.

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Fintech Labs Insights

MARCH 6, 2017

Because Envestnet | Yodlee pulls all necessary information directly from the user’s bank, there is no need for the client to supply paper bank statements and tax returns. This is similar to the company’s Mortgage Asset Verification product launched in December of last year.

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Fintech Labs Insights

FEBRUARY 2, 2016

As far as the mechanics for the agreement are concerned, RBC will act as the custodian of all of the Investor Gateway client assets and will take responsibility for producing and distributing account statement and tax documents. FutureAdvisor’s founder & CEO Bo Lu demoed its premium service at FinovateFall 2013.

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Fintech Labs Insights

OCTOBER 8, 2015

Also in the “coming soon” category is IBSSMail’s patent-pending real-time online biometric document signature solution for loan applications, tax returns and other financial services documents. The post IBSSMail Brings Multi-factor, Biometric Authentication to Email appeared first on Finovate.

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South State Correspondent

SEPTEMBER 13, 2023

Maybe the payer needs a breakout of taxes, or perhaps the payee was only able to ship a partial order. For example, payments that include taxes will enable the bank to transfer the tax liability into a separate account for easier cash management. Clients will be onboarded, in order, based on this list.

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Fintech Labs Insights

JULY 6, 2015

A long-time Finovate alum, Monitise demoed its technology at the inaugural Finovate in 2007. ” Monitise has had a busy first half of 2015. This month, Monitise and Banco Santander announced their plan to launch a “fintech venture builder” program in the second half of 2015. Founded in 2003 and headquartered in London, U.K.,

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Fintech Labs Insights

JULY 24, 2015

The company uses the applying business’s past two years of tax returns, current bank account information, and the FICO scores of the business’s owners in order to make a customized, funding determination in minutes. Dealstruck’s Series B round comes just a few months after the company’s $8.3

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Gonzobanker

DECEMBER 19, 2017

Demo Quote of the Year Award – Goes to ID Analytics , “Let’s go straight to the demo.”. Executioner’s Tax (Swing of the Ax) – Power Trip. The Gonzo team hopes this revenue momentum is fed right back into the delivery of new functionality for these systems and support resources to match the sales success. Female – Keith Urban.

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Fintech Labs Insights

JANUARY 21, 2016

A look at the companies demoing live to 1,500 fintech professionals. Register today. TaxFree4U is an innovative service that utilizes IT solutions to provide customers with the most efficient and simple way in the market to get the VAT refunds on purchases made in the EU. Features: 48 hour refund. Purchases available within any store in EU.

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Fintech Labs Insights

APRIL 17, 2017

Patch of Land ( FF 2014 demo ). Realty Mogul ( FS 2014 demo ). Realty Mogul offers a 1031 exchange option for investors for a tax-friendly funding option. CK Mack ( FF 2012 demo ). Users invest in mortgage-dependent promissory notes issued by PeerStreet. The minimum investment is $1,000. Cash flow share.

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Tefkin

JUNE 3, 2014

Companies such as Betterment (disclosure, Anthemis is an investor & I am a customer) make investing in a diversified portfolio of ETFs easy and provide additional services such as automated rebalancing and tax optimisation. On the other end of the scale (Alpha), access to alternative assets has become easier with the JOBS act.

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Fintech Labs Insights

JULY 9, 2015

It also offers tax documentation and FDIC insurance for U.S. Check out itBit’s full live demo from FinovateSpring 2015 below, or visit the Finovate video archives. The company selected New York state because the founders are based in NYC and it is the most difficult state to get a license from. currency deposits.

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Fintech Labs Insights

OCTOBER 30, 2016

FundAmerica ( F15 ), arguably one of the most explicitly “regtech” companies to demo at a Finovate, provides crowdfunding platforms with APIs for a wide variety of “mission-critical, back-end regulatory requirements.”. OutsideIQ ( F16 ) enables FIs to uncover regulatory risk using a combination of machine learning and human analysis.

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Fintech Labs Insights

AUGUST 25, 2015

Small businesses can take advantage of the technology for expense and tax deductibility tracking for their employees. Check out the FinovateSpring 2015 demo video for Slice below. Slice can alert the consumer, for example, when a card charge does not have an accompanying electronic receipt. We are agnostic as to what partners have.”

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Fintech Labs Insights

OCTOBER 3, 2016

Demoed at FinovateFall 2016. Demoed at FinovateFall 2016, became first company to win Finovate Best of Show six times. Teamed up with WooCommerce to help online merchants manage sales taxes. Announced sales-tax accuracy guarantee. Demoed at FinovateSpring 2016. Demoed at FinovateSpring 2016. Modo ( FD15 ).

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William Mills

SEPTEMBER 7, 2016

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. Demo: voice conversation with Alexa, able to ask bank account balance, block cards, pay bills, send money to friends. Demo: Bank application form.

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Tomorrow's Transactions

JUNE 6, 2016

I saw some interesting demos at Consensus. In any of these cases I would be faced with the necessity to provide my financial identity all over again. I think Consult Hyperion’s “4x4” model works very well, so we’ll use that. So in this emerging paradigm, our thought processes then drift on toward the content of this ledger.

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Fintech Labs Insights

MAY 30, 2017

“SuperMoney guides our users to loan offers that are in their best interest,” Lulic said at the beginning of the company’s FinovateSpring demo earlier this year. And “best interest” is key. The website features more than 11,000 expert and consumer advice columns and reviews. Magazine’s 2015 ranking.

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Fintech Labs Insights

JULY 16, 2015

Selecting presenters for this year’s FinovateFall conference in New York was not an easy task, since we received the most number of applications to demo we’ve ever seen. Don’t miss your chance to see all of these companies, and more, demo their technology live.

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PYMNTS

DECEMBER 19, 2016

Chetty and his team did that by gaining access to the anonymized tax returns of people in their mid-30s over a 40-year period between 1940 and 1980. Is it time for retail credit to go back to the future for this demo? A few things in closing.

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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. It will present a live demo of this ‘breaking into my own bank account’ on mobile using a malicious Flashlight App.

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Fintech Labs Insights

DECEMBER 9, 2016

” Stephane Dubois, CEO of Xignite, during his company’s demo at FinovateAsia 2016. Specifically, high net worth clients may require access to more complex investment vehicles – including non-equity investments – as well as more advanced rebalancing and tax harvesting than the average investor.

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