South State Correspondent
JANUARY 25, 2024
Of course, these LAMs don’t care about the aesthetics of a workflow or website, so information and requests for data will be presented in more code-based scripts, making it more efficient for these LAM agents to interact with a bank. Banks will present a “LAM view” of workflow. Then, there are LAMs controlled by the bank.
Perficient
NOVEMBER 4, 2020
At Perficient, we have been helping our customers solve this kind of problem for decades, but it often presented a few specific challenges. Thinking about that loan package, tax returns and W2s are standard forms with standard layouts that change rarely. Document classification.
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Bobsguide
MAY 26, 2022
Generation Life – a leading life insurance company that’s been providing Australians with tax-effective investment solutions for over 18 years – has launched its innovative new lifetime income solution, known as Generation Life LifeIncome, on GBST’s cloud-based wealth administration platform, Composer.
South State Correspondent
AUGUST 31, 2022
Then there are vendor contracts, employment agreements, statements of work, loan documents, financial statements, tax returns, deposit account documents, policies, and an array of similar applications. Pulling data off a tax return has a low error rate while pulling data off an attorney-prepared loan document is more challenging.
South State Correspondent
APRIL 24, 2023
Since it still was not done with its task, it made a further refinement by looking at every customer’s domicile, pulling the state’s incremental tax brackets, and then customizing the email (below). The application changed the subject line again to “Take Advantage of Tax-Free Savings: Increase Your Health Savings Account Contribution.”
Celent Banking
JUNE 5, 2015
I’ve put together some of the most interesting, surprising, or relevant tidbits that I heard over two and half days of presentation. I’m not attempting to replicate the precision of the presenters or discussants, nor am I going to cite them in accepted academic fashion. There is no such thing as the “right thing” for everybody.
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.
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