Making operations solve for financial wellness

Making operations solve for financial wellness

From cross-team alignment to deeper outreach strategies, relatively low-lift operational changes can let players of all sizes create a more equitable and wellness-conducive landscape.

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The rules shaping financial wellness

The rules shaping financial wellness

A wave of new fintechs as well as product announcements from incumbents suggest that financial wellness is more than a passing trend—it’s a metric that financial players of all stripes are taking seriously.

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Embedding financial wellness with Array

Embedding financial wellness with Array

Yesterday, Array announced the launch of Debt Manager, which offers real-time information on consumer debt.

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Solving for financial mindfulness

Solving for financial mindfulness

According to Courtney Cardin, Aura’s Co-Founder, many US consumers can engage in high-awareness or high-acceptance practices, but often lack the ability to merge the two.

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Preparing for the digital-identity revolution

Preparing for the digital-identity revolution

Digital-identity solutions are addressing a suite of use cases—from KYC challenges to humanitarian issues. While these solutions are still in the works, and their infrastructural shape isn’t fully certain yet, fintechs and financial institutions can already prepare operationally for their arrival.

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How Mastercard is building a global digital-ID network

How Mastercard is building a global digital-ID network

In an interview with The Financial Revolutionist, Sarah Clark, Senior Vice President of Digital Identity at Mastercard, explains the end goal of Mastercard’s digital-identity project, describes the privacy and security guidelines it follows, and justifies a private actor fulfilling this function—rather than a public entity.

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Pitching the public on digital identity

Pitching the public on digital identity

Digital-identity solutions are a promising countermeasure that may help mitigate fraud. But they come with their own risks that consumers have to be aware of—and potentially regulate with the help of lawmakers.

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The case for reusable digital IDs

The case for reusable digital IDs

According to Aidan McCarty, Unum ID’s CEO & Founder, reusable IDs help businesses experience higher throughput rates, lower fraud, and lower customer acquisition costs.

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How early-stage players are approaching the tax space

How early-stage players are approaching the tax space

In an interview with The Financial Revolutionist, Jaimin Desai, Reconcile’s Co-Founder & CEO, shares an early-stage founder’s view on breaking into a crowded tax-solution market, describes Reconcile’s operational strategy for growth, and outlines the upcoming year for his startup.

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What a public tax solution could mean to private competitors

What a public tax solution could mean to private competitors

In an interview with The Financial Revolutionist, Ben Borodach, April’s Co-Founder & CEO, describes the platform’s new e-filing solution, discusses the implications of a government-built filing product, and outlines regulatory changes that can improve the US taxpaying experience.

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Marketing cutting-edge tax solutions

Marketing cutting-edge tax solutions

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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The products defining Tax Day

The products defining Tax Day

Barring unprecedented emergencies like the Covid-19 pandemic, Tax Day has fallen reliably on or around April 15th since 1955. It can feel like the tax-paying process has remained the same since that year, too.

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How the meme stock craze changed trading-platform operations

How the meme stock craze changed trading-platform operations

While regulations have been slow to react to the meme stock craze, some key components to trading-platform ops have fundamentally changed over the past two years.

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Three takeaways from the House Financial Committee report on meme stocks

Three takeaways from the House Financial Committee report on meme stocks

In the wake of the r/wallstreetbets fiasco, lawmakers rallied to make sense of the technology—as well as the laws—that made such volatile market behavior possible.

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How trading platforms have grown since the meme stock craze

How trading platforms have grown since the meme stock craze

While the ultimate victims were retail traders who saw their savings wiped out, trading platforms also suffered major damage—both financial and reputational. 

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