Perficient

DECEMBER 7, 2020

Replace paper-based processes for submitting tax forms, providing payment, and signature. Involve stakeholders in demos of the solution you are building to instill confidence and collaboration. Digitize the group set-up workflow when business has closed. But the time and thought you put into the steps above will take you far.

Groups 294

Groups Comparison Industry Tools 294

Fintech Labs Insights

AUGUST 16, 2016

A look at the companies demoing live to 1,5000+ fintech professionals on September 8 & 9, 2016. RightCapital provides a Department of Labor, fiduciary-focused, financial planning solution that digitizes and redefines the financial planning experience for financial advisors and their clients. Register today. Why it’s great.

User Experience 12

User Experience Taxes Innovation Fintech 12

Fintech Labs Insights

MARCH 6, 2017

Along with providing more valuable metrics for the lender, the Risk Insight Suite creates a smoother user experience for the end client. 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.

Tools 15

Tools Report Analytics Comparison 15

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.

Mobile 40

Mobile Cards Fraud Data 40

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. And “best interest” is key. The website features more than 11,000 expert and consumer advice columns and reviews.

UX 22

UX Online Comparison Lending 22

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.

San Francisco 12

San Francisco Video Fintech Data 12