PYMNTS

NOVEMBER 24, 2020

The B2B Software-as-a-Service market has followed a fairy unique evolutionary path over the last few decades. But as Owens explained in a recent conversation with PYMNTS, B2B SaaS firms must be diligent about their approach to the market — particularly as that market becomes increasingly crowded and competitive.

Payments 151

Payments Software Strategy User Experience 151

PYMNTS

SEPTEMBER 27, 2019

Operating out of New Zealand, Hnry offers gig economy workers tax administration technology that has just caught the attention of investors to the tune of $1.35 The firm operates a platform to automate tax and financial management processes for gig workers, sole traders and contractors. Engage:BDR.

Payments 149

Payments Capital Taxes Lending 149

PYMNTS

MAY 29, 2020

In today’s market, growing availability of government aid has helped many SMBs, yet also lifted the curtain for many entrepreneurs about just how confusing, opaque and limiting certain financing arrangements can be. In some cases, tax advantages may be available.

Capital 168

Capital Technology User Experience Strategy 168

PYMNTS

MARCH 16, 2018

Because APIs facilitate integration between two services, the technology allows FinTechs to innovate in their niche markets, rather than attempting to be a jack of all trades. “I It’s also about having accurate, reliable rates trusted by global tax authorities.”. It’s a sentiment echoed throughout the B2B FinTech market.

Risk Management 134

Risk Management Survey Management Fintech 134

Celent Banking

JUNE 5, 2015

An event geared towards academics, its rigor is a refreshing complement to the work that I see from market practitioners at traditional industry shows. These “UX” nuances matter, and refining the details of the user experience will be hugely important. There is no such thing as the “right thing” for everybody.

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

MyBankTracker

SEPTEMBER 10, 2020

Real estate can act as a hedge against inflation and market volatility. DiversyFund is good for… People who want to grow wealth through real estate investments Investors who want to own REITs vs. physical properties Self-motivated investors who are comfortable directing their own portfolio People who want a solid online user experience.

Taxes 52

Taxes Online Management Examples 52

PYMNTS

AUGUST 3, 2016

Ninety percent of the $10 trillion “push” payments market opportunity is concentrated in a variety of disbursements made between businesses and consumers that today rely on cash, checks and ACH to move money between those parties.

Payments 100

Payments User Experience Security Cards 100

MyBankTracker

MARCH 31, 2021

Money Market Rates. When your money isn’t invested in the market, your brokerage will keep your cash in a money market fund. Each brokerage operates its own money market fund and the interest rates can vary. You can compare all of their features and user experience to find the one that you like the best.

Tools 52

Tools Taxes Examples Company 52

CB Insights

DECEMBER 15, 2020

The benefits of digitization stretch across client acquisition, client interaction, and advice, whether that be using VR and chatbots to provide better user experience, onboarding new users with self-service workflows, or using AI to rebalance portfolios automatically. . Source: Deloitte. Source: Bloomberg.

Management 87

Management Fintech Industry Trends 87

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

PYMNTS

APRIL 30, 2018

In this world, the only things certain are death and taxes. All-digital, all-tech lending platforms that could deliver better user experiences and faster credit decisioning would become the new normal and take share from banks who were too big and cost-laden to keep — or catch — up. A penny saved is a penny earned.

Fintech 183

Fintech blockchain Lending Digital Banking 183

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

APRIL 24, 2023

So, like any new bank marketer, it composed a fairly interesting email (below) using the subject line “Secure Your Healthcare Future: Boost Your Health Savings Account Contribution.” The application changed the subject line again to “Take Advantage of Tax-Free Savings: Increase Your Health Savings Account Contribution.”

social media 195

social media Data Marketing Technology 195

PYMNTS

JUNE 12, 2019

Consumer tax solutions provider H&R Block is ramping up its position in the small business financial services market with the takeover of Wave. “Wave addresses these concerns by delivering financial solutions and a simple user experience on a single platform.”

Taxes 161

Taxes User Experience National Strategy 161

PYMNTS

NOVEMBER 24, 2020

Indeed, business-to-business (B2B) eCommerce is a thriving market that, today, is growing even more quickly as a result of the coronavirus crisis. Estimates from from Frost & Sullivan earlier this year forecast the B2B eCommerce market to hit more than $6.6 trillion generated in the business-to-consumer market.

Customer Experience 181

Customer Experience Meeting User Experience Examples 181

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

PYMNTS

JULY 31, 2019

Payments providers like Visa are focusing on solutions that increase speed and security for companies and individuals moving money between countries, while still offering seamless user experiences. “I You have to make sure the colors match up across a myriad combinations of markets, currencies and use-cases.

Payments 144

Payments blockchain Kansas Security 144

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. working population. . ”

Payments 178

Payments User Experience Cards Taxes 178

PYMNTS

NOVEMBER 21, 2016

Some markets demonstrate certain preferences in how workers receive payment for their work. Local taxes on deposit products can present difficulties as well, making it a challenging country for some to penetrate. “Moving money in and out and across jurisdictions [in Latin America and elsewhere] becomes tough.”

Payments 100

Payments New York City Regulation Taxes 100

FICO

MARCH 6, 2020

At FICO, I am responsible for planning and implementing growth strategies to develop new markets, and the expansion of our compliance business globally. Finally, the suite includes comprehensive Tax Compliance & Reporting capabilities to support FATCA and CRS requirements. What do you do? How long have you been in the industry?

Compliance 81

Compliance Technology Fraud Analytics 81

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. Specifically, the presentation will focus on Apex’s API behavior, and how it facilitates customer acquisition.

San Francisco 12

San Francisco Video Fintech Data 12

William Mills

SEPTEMBER 7, 2016

Visualizing data for trends and market projection, visualize data in different ways. Built a workflow for the bank so the bank can approve payment and see all compliance and tax information. Also a pretty good customer experience. Marketing is headed by Stephanie Barrueto and Product Engineering by Linda Yang.

Mobile 40

Mobile Cards Fraud Data 40

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. Unfortunately, we were not able to find our place in the market. But we just didn’t feel as confident in that market.”.

Company 78

Company US San Francisco Capital 78

CB Insights

NOVEMBER 16, 2017

JD.com took a huge risk by stepping into a major market and investor Capital Today made a $2.4B Semiconductor Manufacturing International generated huge returns for investor New Enterprise Associates when it built a semiconductor company with an experienced team in a fast-growing international market.

Lending 78

Lending Capital Company Google 78