Perficient
DECEMBER 1, 2022
But financial advisors that work for larger wealth managers and are looking to be more targeted and personalized with client outreach are often burdened by the hoops put in place by corporate infrastructures that they must jump through in order to get new marketing content made or sales campaigns underway.
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. Seed-Stage Startup.
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Fintech Labs Insights
MAY 30, 2017
As the company’s Managing Partner Harry Langenberg pointed out, SuperMoney is taking the same approach to loan comparison that “won Google the search engine wars.” ” Pictured: SuperMoney Managing Partner Harry Langenberg demonstrating the Supermoney loan offer comparison tool at FinovateSpring 2017.
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. At the now defunct Convergys Corporation, new sales employees pitching the company’s customer management software were known as retail Jedis. Tax Wrangler.
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