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.

Technology 148

Technology Management Innovation User Experience 148

PYMNTS

NOVEMBER 23, 2020

Even B2B payments now need to be delivered with a better user experience, and much work remains. In that usage, there were solutions that pulled ahead because of their user experience, because of their loveliness, because they [delivered] the intuitiveness that consumers or small businesses are looking for.”.

Data 143

Data User Experience Fintech Lending 143

PYMNTS

APRIL 12, 2017

Zeta, the FinTech startup that offers digital employee benefits for tax optimization, announced Tuesday (April 11) has inked a deal with National Payments Corporation of India’s (NPCI) payment platform, RuPay.

Taxes 100

Taxes User Experience Cards Payments 100

South State Correspondent

JANUARY 25, 2024

For example, the LAM will be secure and will have access to a user’s driver’s license, photo, tax records, and W-2s. Should the user want to open an account, it will have all the information at the ready, reducing the current five-minute digital process to seconds. Banks will present a “LAM view” of workflow.

Examples 370

Examples Security User Experience Data 370

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.

Training 448

Training Data Examples Taxes 448

PYMNTS

FEBRUARY 21, 2019

Streit also highlighted the firm’s ongoing collaboration with Intuit , with its Turbo Tax solution enabling users to receive tax refunds on a Prepaid Visa Card issued by Green Dot. Green Dot also plans to upgrade the BaaS platform again in 2020, he noted, with an emphasis on risk controls and compliance.

Taxes 188

Taxes User Experience Cards Operations 188

PYMNTS

JULY 30, 2019

Those opportunities are particularly impactful in an era of banking where customer service and end-user experiences are often the defining factor of whether a customer is loyal or not. In small business banking, the friction points that threaten the user experience are quite similar in Latin America to the friction faced in the U.K.,

User Experience 122

User Experience America Analysis Industry 122

PYMNTS

JULY 26, 2018

The companies pointed to the so-called Fin-Tax — high interest rates and fees associated with alternative employee financing solutions, like payday loans — as a key barrier to financial wellness for employees. The press release cited Broadmoor Consulting Managing Principal Todd Baker, which highlighted this challenge.

User Experience 100

User Experience Taxes Capital Management 100

PYMNTS

APRIL 18, 2019

The first time a micropreneur does their taxes for the year, Whiting told Webster, is enough to send most of them running back to their nine-to-five, and their simple W-2 life. That is the reality of what customers want in terms of user experience.”. Time And Cash — Two Things Of Which All Micropreneurs Need More.

Taxes 226

Taxes Payments Cards User Experience 226

FirstInternet

NOVEMBER 23, 2020

Now is absolutely the time to begin to develop your tax strategy with your accountant. For example, if you received a Paycheck Protection Program loan, you’ll need to know how your loan forgiveness (or not) will affect your next tax return. This is where the advice of a trusted financial professional is critical.

social media 98

social media Taxes Study Retail 98

PYMNTS

MAY 29, 2020

He pointed to the need for SMBs to remain competitive and provide consumers a best-in-class end-user experience that can often only be achieved with modern technology. In some cases, tax advantages may be available.

Capital 168

Capital Technology User Experience Strategy 168

Celent Banking

JUNE 5, 2015

There are variations in how an issue is framed – the exact same words can be used to ask the same question, but the font, the background – any elements of the user experience – will also have an effect. These “UX” nuances matter, and refining the details of the user experience will be hugely important.

Conference 100

Conference Taxes User Experience Nebraska 100

Perficient

DECEMBER 7, 2020

Replace paper-based processes for submitting tax forms, providing payment, and signature. Create a self-service large group quoting engine and plan comparison tool that is dynamic based on geographic location and includes core medical offerings with ancillary benefits (such as critical illness or hospital indemnity).

Groups 294

Groups Comparison Industry Tools 294

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.

Payments 149

Payments Capital Taxes Lending 149

PYMNTS

NOVEMBER 24, 2020

On top of this challenge is the added complexity of the growing number of jurisdictions establishing their own tax requirements for SaaS firms operating across borders, a pain point that Owens said can be a headache for smaller software providers. A Continually Evolving Business Model.

Payments 151

Payments Software Strategy User Experience 151

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.

Taxes 12

Taxes San Francisco Case Study Conference 12

PYMNTS

MARCH 16, 2018

“[APIs] are exploding now because technology seems a little less heavy, and we’re becoming more familiar with new capabilities and how it can enable us from a cost-savings and user experience perspective.”. It’s also about having accurate, reliable rates trusted by global tax authorities.”.

Risk Management 134

Risk Management Survey Management Fintech 134

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

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. Are Tax-Loss Harvesting and Automatic Rebalancing Included?

Taxes 52

Taxes Online Management Examples 52

MyBankTracker

AUGUST 27, 2020

That’s helpful if you want to build a portfolio that includes tax-advantaged and taxable investments. Are Tax Loss Harvesting and Automatic Rebalancing Included? Zacks Trade doesn’t offer automatic tax loss harvesting or automatic rebalancing inside brokerage accounts. That can help keep your tax bill down.

Tools 52

Tools Taxes Online Security 52

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

AUGUST 3, 2016

Use cases for funds disbursements include insurance claims payments, contractor payments, tax refunds and many other forms of business payment services – including merchant services where real-time deposit of sales proceeds is viewed as a critical component of day-to-day operations.

Payments 100

Payments User Experience Security Cards 100

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.

Management 87

Management Fintech Industry Trends 87

MyBankTracker

MARCH 31, 2021

You can compare all of their features and user experience to find the one that you like the best. Recordkeeping and Taxes. Each brokerage will send you statements and you’ll need to enter information about each of your brokerages at tax time. Access to Your Money. No brokerage company is perfect.

Tools 52

Tools Taxes Examples Company 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

PYMNTS

NOVEMBER 23, 2016

In our case, I think there was a lot of excitement around the user experience that we built and how intuitive we made it. I generally tend to look at companies I think have done a really phenomenal job in terms of building a very intuitive user experience for what people would think of as a very complex product.

Online 100

Online Industry User Experience New York 100

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.

Training 74

Training Data Examples Taxes 74

Perficient

FEBRUARY 16, 2021

It is now embedded in the EPM Cloud Platform applications (Planning, Financial Consolidation and Close, Tax Reporting, and Free Form) alongside, and eventually replacing, Financial Reporting.” The New Embedded Reports Offering Provides a Better User Experience.

Report 322

Report User Experience Taxes Meeting 322

Fintech Labs Insights

AUGUST 16, 2016

RightCapital provides a Department of Labor, fiduciary-focused, financial planning solution that digitizes and redefines the financial planning experience for financial advisors and their clients. Innovative and integrated financial planning and tax planning. Department of Labor, fiduciary-focused, solution. Why it’s great.

User Experience 12

User Experience Taxes Innovation Fintech 12

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

Fintech Labs Insights

MARCH 6, 2017

Along with providing more valuable metrics for the lender, the Risk Insight Suite creates a smoother user experience for the end client. Because Envestnet | Yodlee pulls all necessary information directly from the user’s bank, there is no need for the client to supply paper bank statements and tax returns.

Tools 15

Tools Report Analytics Comparison 15

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

NOVEMBER 24, 2020

Offering a tailored payment experience is even more critical for B2B merchants selling across borders. Not only do sellers need to support local payment methods, but they must also adhere to local tax requirements. Offering customers payment options is vital in today's market as demands for a consumer-like user experience grow.

Customer Experience 181

Customer Experience Meeting User Experience Examples 181

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.”

social media 195

social media Data Marketing Technology 195