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.
Read MoreIn 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.
Read MoreFor 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.
Read MoreBarring 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.
Read MoreWhile 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.
Read MoreIn 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.
Read MoreWhile the ultimate victims were retail traders who saw their savings wiped out, trading platforms also suffered major damage—both financial and reputational.
Read MoreAccording to Sam Nofzinger, Public’s GM of Brokerage + Crypto, how user demographics change—and the extent to which these users mature—have hinged upon the kinds of trading platforms available to them.
Read MoreIn an interview with The Financial Revolutionist, Jon Briggs, KeyBank’s Head of Commercial Product, describes the evolution of BaaS and embedded banking from an incumbent’s perspective.
Read MoreGary Singh, Zeta’s President, said that banks have been slow to move toward modern banking solutions or providing BaaS to their clients because of siloed and outdated tech stacks that are expensive to move away from.
Read Morehe right conditions are now in place for BaaS to take off and shape banking experiences in its image. Regulators are catching up now, though, and may pivot BaaS in new directions.
Read MoreIn an interview with The Financial Revolutionist, Signzy’s Co-Founder, Ankit Ratan, as well as its Marketing Director, Ryan Stack, dive into the content of and channels for Signzy’s marketing efforts.
Read MoreWhat explains the BaaS zeitgeist in this current moment, and what role do product developments play in this evolution?
Read MoreIn 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 MoreCompliance teams at startups have to deal with an expansive confluence of variables—KYC, passports, AML, travel restrictions—wherever these two industries meet.
Read MoreThe Financial Revolutionist is weekly newsletter and blog focused on the torrid pace of financial innovation. Today, thanks to the exponential rate of technological change, explosion in global trade and new regulations ushered in by the Great Financial Crisis, a new financial revolution is under way. In this battle, virtually every aspect of the greater financial services sector is subject to rigorous challenge. With the Financial Revolutionist, we are aspiring to create a boots-on-the-ground and highly opinionated assessment of important financial innovation developments in the past week.
