Search Results for: document preparation

Intuit Supercharges Virtual Expert Platform with AI Enhancements to Streamline Expert-Assisted Tax Filing
Finance News

Intuit Supercharges Virtual Expert Platform with AI Enhancements to Streamline Expert-Assisted Tax Filing

Fintech News Desk
by Fintech News Desk0
Intuit’s platform behind TurboTax Live connects people to experts and helps build customer confidence, while driving personalized experiences at scale and reducing tax filing time Intuit, the global financial technology platform that makes TurboTax, Credit Karma, QuickBooks, and Mailchimp, has introduced artificial intelligence (AI) enhancements for its Virtual Expert Platform to drive highly-personalized experiences, connecting consumers......
Advisor360° Deepens its Insurance Capabilities on Policy Riders
InsurTech News

Advisor360° Deepens its Insurance Capabilities on Policy Riders

Fintech News Desk
by Fintech News Desk0
New Insurance Rider Access in Fourth Quarter of 2022 Caps Year of Robust Innovation Advisor360°, a leading provider of integrated technology for broker-dealers and other wealth managers, has made it easier for advisors to view the policy riders that are attached to their clients’ in force insurance policies. The upgraded......
Bectran Partners With NCS Credit to Deliver Credit Teams an Integrated UCC Filing Solution for Asset-Backed Credit Quality Monitoring
Fintech News

Bectran Partners With NCS Credit to Deliver Credit Teams an Integrated UCC Filing Solution for Asset-Backed Credit Quality Monitoring

Fintech News Desk
by Fintech News Desk0
Credit, Collections & Accounts Receivable Software leader Bectran, Inc. has partnered with NCS Credit to release the industry-leading UCC (Uniform Commercial Code) Filing solution. This solution eliminates the time spent initiating the UCC filing process through the direct transmission of UCC filing data in digital format to NCS Credit from the Bectran......
Digital Tools and Assets on the Rise in Estate Planning, as Nearly 70% of Professionals are Incorporating Them into 2022 Plans
Cryptocurrency Digital News

Digital Tools and Assets on the Rise in Estate Planning, as Nearly 70% of Professionals are Incorporating Them into 2022 Plans

Fintech News Desk
by Fintech News Desk0
Annual TD Wealth survey explores challenges and opportunities within estate planning in 2022 According to TD Wealth’s fourth annual estate planning survey, digital tools and assets could be adding another level of complexity to the planning process. This year’s survey found that more than two-thirds (69%) of estate and financial planners are......
H&R Block Offers More Ways to Get Help with Taxes as It Blends Digital Services with Human Expertise and Care
Digital Payments News

H&R Block Offers More Ways to Get Help with Taxes as It Blends Digital Services with Human Expertise and Care

Fintech News Desk
by Fintech News Desk0
H&R Block shares the top considerations for the upcoming tax season As record inflation continues to pressure Americans’ paychecks, H&R Block is here to help people get their biggest refund possible in a year in which tax law changes require reconciling past federal payments, such as stimulus checks and the......
FNBC Bank & Trust Makes Business Banking Easy With New Digital Lending Capabilities
Banking Business News

FNBC Bank & Trust Makes Business Banking Easy With New Digital Lending Capabilities

Fintech News Desk
by Fintech News Desk0
Following their success with PPP, the community bank is expanding its use of Numerated to bring additional convenience and efficiency to their full suite of business banking products. FNBC Bank & Trust, a $650 million locally owned and locally managed community bank serving the Chicago metropolitan area, is making business......
Women-Owned Agility Bank (In Organization) To Launch the Community Business Bank of the Future With Numerated
Banking Fintech News

Women-Owned Agility Bank (In Organization) To Launch the Community Business Bank of the Future With Numerated

Fintech News Desk
by Fintech News Desk0
Numerated, the Inc. 5000’s fastest-growing fintech SaaS company, has been selected by Agility Bank (in organization), a primarily women-owned and women-led commercial community bank. Numerated, the Inc. 5000’s fastest-growing fintech SaaS company, has been selected by Agility Bank (in organization), a primarily women-owned and women-led commercial community bank. Agility Bank (in organization)......
Kakao Pay Takes a Quantum Leap Through the IPO to Become the Nationwide One-stop Platform for All Digital Financial Services
Digital Payments Fintech News

Kakao Pay Takes a Quantum Leap Through the IPO to Become the Nationwide One-stop Platform for All Digital Financial Services

Fintech News Desk
by Fintech News Desk0
Kakao Pay plans to empower users by placing diverse financial services at their fingertips The company showed strong growth in the numbers of the user base, partnerships with financial institutions, total transaction volume, and revenue The IPO proceeds will be used in the capital expansion of the subsidiaries, reinforcement of the......
Independent Bank Partners with Numerated to Bring Digital Lending Convenience to Michigan Businesses
Banking Fintech News

Independent Bank Partners with Numerated to Bring Digital Lending Convenience to Michigan Businesses

Fintech News Desk
by Fintech News Desk0
Numerated, the fast-growing fintech making business banking easy for financial institutions and their clients, announced its partnership with Independent Bank, a $4.5 billion leading community bank with more than 60 locations across Michigan’s lower peninsula Numerated, the fast-growing fintech making business banking easy for financial institutions and their clients, announced......
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