financial advisor

SMB Accountants Pull Data Integration To The Top Of Their Priority Lists

SMB Accountants Pull Data Integration To The Top Of Their Priority Lists
SMB Accountants Pull Data Integration To The Top Of Their Priority Lists
May 13, 2019  |  B2B Payments

The rise of small business (SMB) accountants as financial advisors to their clients has emerged in parallel with a surge of back-office software solutions. In...

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What Payroll Innovation Says About Accountants’ Shifting Role
What Payroll Innovation Says About Accountants’ Shifting Role
April 19, 2019  |  B2B Payments

The shifting role of small business (SMB) accountants is largely driven by the increase in automated solutions available to business owners today. With machines now...

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Small Businesses At The Center Of Bots Vs Accountants
Small Businesses At The Center Of Bots Vs Accountants
January 09, 2019  |  B2B Payments

Behind many shifting trends in small business (SMB) financial services — the rise of FinTech service providers, the emergence of artificial intelligence (AI), even regulatory...

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How Accountants-Turned-Advisors Can Manage The FinTech Deluge
How Accountants-Turned-Advisors Can Manage The FinTech Deluge
December 18, 2018  |  B2B Payments

Technology may be enabling automation in small business (SMB) accounting and financial management, but rather than cutting out the need for human accountants in the...

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Intuit’s Mint Updates iOS App With Data-Driven Insights
Intuit’s Mint Updates iOS App With Data-Driven Insights
August 27, 2018  |  Consumer Finance

To offer users actionable advice, Intuit’s Mint is updating its personal finance iOS Mint app with added benefits, new design features and data-driven MintSights™. The...

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Amazon And Fidelity Labs Launch VR Financial Advisor
Amazon And Fidelity Labs Launch VR Financial Advisor
May 16, 2018  |  Amazon

Amazon and Fidelity Labs have teamed up to create a digital financial advisor that people can interact with using a virtual reality headset. Get the...

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Are Robo-Advisors The Autonomous Future Of Investments?
Are Robo-Advisors The Autonomous Future Of Investments?
May 18, 2017  |  Digital Banking

Robo-advisors are touted as the next big thing in digital banking and investments. For the May Digital Banking Tracker™, PYMNTS spoke with Dan Egan, director of Behavioral Finance and...

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NEW REPORT: Will Investors Put Their Robo Assets On The Robo-Line?
NEW REPORT: Will Investors Put Their Robo Assets On The Robo-Line?
May 17, 2017  |  Digital Banking

From automation to mobile-first institutions and solutions, disruption is the new normal for the digital banking space. Get the Full Story Complete the form to...

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