Document Financial Technology Management User Experience 
Fintech Labs Insights
MARCH 9, 2016
The app, Xero TaxTouch aims to help self-employed workers track business expenses and manage their business-related tax deductions. In the Tinder-like user experience, freelancers separate their expenses by swiping right to file a business expense (see image on left) and swiping left to file a personal one.
William Mills
MAY 11, 2016
CreditHQ helps businesses manage cashflow. Managing cash flow – targeted at small business in partnership with banks. Here’s another solution for document management and origination. ^SR. From their website: ShortSave helps servicers help borrowers — without red tape, phone calls, or additional documentation.
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CB Insights
OCTOBER 31, 2019
Personal finance: Using chatbots to help people manage their spending. For example, CRM platform Intercom’s “Answer Bot” can interpret questions and retrieve appropriate answers from the site’s FAQ and help documentation — something that would take users a long time to search for themselves. Table of Contents.
William Mills
MAY 9, 2018
Presenter Profile: How they describe themselves: AI Foundry uses AI and user-guided machine learning to transform enterprise operations by integrating information, people and processes. one solves the low accuracy level of automated conversational applications with its Conversational Data Management Platform. Key Executives.
William Mills
SEPTEMBER 12, 2017
VERY Cool mobile, user experience. Transforming consumer risk management with patented analytics, proprietary data and real-time insight into consumer behavior. Very interesting UI on how companies and topics are integrated as well as the sentiment of the financial news. I believe it, but it’s still bad news.
William Mills
SEPTEMBER 7, 2016
Data and Analytics are a profit center rather than something that just needs to be managed. Demo: A Wealth Management Company (ACME)– GoodData can embed analytics directly in ACME’s dashboard. Both money management and helping consumers to save (and have access to emergency funds) is vital to our economy. I liked this demo.
Fintech Labs Insights
SEPTEMBER 1, 2015
Market segments include insurance, banks, telecom, utilities, and property management. additiv develops and implements digital innovations and business models for financial services providers. Adobe is changing the world through digital experiences. Auvenir is a smarter way to audit financial statements. Dynamics, Inc.
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