Marketing cutting-edge tax solutions
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For accountants, Tax Day is an ongoing operational and marketing process—both satisfying clients in time for the April deadline, while also growing customer bases and revenues.
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Fintech News Stories
Inside Navan’s rebrand and expansion
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In an interview with The Financial Revolutionist, Navan EVP and GM Michael Sindicich describes Navan’s broadened focus on expense (not just travel), outlines the staffing decisions and strategies the company undertook during the pandemic, and explains the company’s rebranded at this stage in its journey.
Read MoreFintech’s Great Reappraisal
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Sarah Lamont is an Associate at F-Prime Capital, where she focuses on early-stage investments in fintech.
Read MoreWhy are older women invisible to HealthTech?
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Sharon Carothers leads the SensisHealth practice after two decades of consulting and leadership positions at The Lewin Group, American Legacy Foundation (now Truth Initiative), and Booz Allen Hamilton.
Read MoreThe future of healthcare-focused fintechs with Distributed Ventures
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According to Shawn Ellis, Managing Partner at Distributed Ventures, the marriage of fintech and healthcare can fundamentally alter how the medical sector operates and how patients navigate the healthcare space.
Read MoreAI and the future of financial advisors with Q.ai
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According to Jason Mountford, Trend Analyst at Q.ai, the use of artificial intelligence in the financial advisor space is “an untapped area.”
Read MoreHow regulation shapes financial-advisor fintech
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Though financial advisors have existed in various forms over the centuries—as accountants, lawyers, bankers, and others—the financial planning field has, since its genesis, been a standardized and compliance-oriented space.
Read MoreMarketing fintech solutions to financial advisors
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Despite the growing popularity of robo-advisors like Wealthfront as well as the proliferation of other automated tools to manage consumers’ wealth, the financial-advisor space is poised to grow 15% by 2031—a sizeable increase for a job that already hires more than 300,000 people in the US alone.
Read MoreNonprofits boost the economy, but they desperately need banking help
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In an OpEd for The Financial Revolutionist, Daniel Grunstein, Co-Founder and CEO of Crowded, an open banking solution for nonprofits, outlines the financial challenges nonprofits face, details how nonprofits contribute to the US financial landscape, and explains the personal history behind Crowded’s mission.
Read MoreA “Justice League” for SMB lending with Nor-Cal FDC
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To Sanford Livingston, Nor-Cal FDC’s CEO, the organization’s work, as well as its tie-up with StandardC, helps marginalized and disadvantaged groups “meet the needs of the policy and regulations for standard banking transactions.”
Read MoreSelling alt assets through education with Yieldstreet
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To Milind Mehere, Yieldstreet’s Founder and CEO, the company provides access to successful investment vehicles that are typically out of reach for everyday investors.
Read MoreFintech's new frontiers in retail sales
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Few markets in the US present as promising a cash cow as retail. With an estimated value of $4.55 trillion—and growing more than 3% annually—the sector is potentially lucrative, but also volatile.
Read MoreHow fintechs can revolutionize retail operations
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Though it channels innovative potential—reacting quickly to, and even shaping, consumer tastes—the retail sector’s operational culture remains largely unchanged from what it was decades ago.
Read MoreAutomating supply chain financing with 40Seas
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Eyal Moldovan, 40Seas’s CEO and Co-Founder, said that the payment terms and frameworks governing the B2B space are the same ones he saw his father navigating as a clothes importer thirty years ago.
Read MoreWhat 2022 meant for fintech operations
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Major changes over the past year have inexorably shaped the fintech landscape—but few departments have been as affected as operations teams, which have had to react to developments and refract those new realities through hiring and strategy decisions.
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