Perficient

DECEMBER 1, 2022

Tax season was approaching, and Jane, a Financial Advisor employed by Faux Advisors Group, wanted to target clients and prospects that would benefit from using tax-aware asset allocation (moving high-yield assets to a tax-deferred or exempt account to help decrease taxable income).

Taxes 294

Taxes Customer Experience Marketing Compliance 294

Celent Banking

JUNE 5, 2015

These “UX” nuances matter, and refining the details of the user experience will be hugely important. Here are a few other tidbits that I’ll expand upon in the full report: People don’t like to pay taxes (no surprise).

Conference 100

Conference Taxes User Experience Nebraska 100

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. Retail Jedi. At the now defunct Convergys Corporation, new sales employees pitching the company’s customer management software were known as retail Jedis.

Innovation 78

Innovation Software Taxes Google 78

Fintech Labs Insights

APRIL 22, 2020

Thoughts : It’s a clever approach to drive direct-deposit relationships, the holy grail in retail banking. With $5k in savings, the top 3% tier only nets $12/month before-tax (or $9 to $10 after-tax). Student Banking UX: BankMobile Passport Program Encourages Digital Banking + Academic Achievement.

Taxes 15

Taxes CA UX Digital Banking 15