Descrizione del servizio
Playbook is a financial guidance app for higher-earning millennials with a focus on tax optimization. Launched in beta in July 2021, Playbook helps members pay less in taxes by maxing out tax-optimized accounts and growing their long-term savings. The platform has over 10,000 users and roughly 50,000 on the waiting list. The company has 15 employees and is continuing to grow the team.
Le ultime news di Playbook
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The Data Point: 59% of Canadian Firms Have Warm Feelings About Real-Time Payments
Though real-time payments (RTP) aren’t yet available in Canada, North America’s commercial northern lights want all the benefits of real-time rails, one might say, in …
1 week, 4 days ago
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Retailers Nudge Consumers With Cash to Try Pickup Instead of Delivery
In a trend that resembles the popular 1970s “Try it, You’ll Like It” ad for Alka Seltzer, U.S. retailers are starting to incentivize customers with …
1 week, 6 days ago
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Merchants Mull Payments Orchestration as Downtime, Outages, Disrupt Business
Digital payments are essential to making eCommerce happen, but they can sometimes be less than reliable. Payment provider outages can occur without warning and last …
1 week, 6 days ago
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Merchants Mull Payments Orchestration as Downtime, Outages Disrupt Business
Digital payments are essential to making eCommerce happen, but they can sometimes be less than reliable. Payment provider outages can occur without warning and last …
1 week, 6 days ago
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47% of Brazilian Consumers Use Smartphones While Shopping in Stores
Mobile commerce is at the center of the Brazilian eCommerce market. As a result, merchants must orient their digital innovation efforts around their customers’ demands …
2 weeks ago
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The Data Point: Now Hear This — Voice Recognition Cut Australian Shopping Friction by 89%
Australia is both leading and lagging when it comes to the digital transformation of shopping, as the nation that arguably ignited the current buy now, …
2 weeks, 1 day ago
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The Data Point: Brazil’s Smartphone-Centric Shoppers Report 58% Less Friction
Taking a different path to digitization, Brazil is a nation where more people have smartphones than they do bank accounts, creating a unique mix of …
2 weeks, 5 days ago
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Chewy’s Act of Kindness Goes Viral and Serves as a Lesson in Loyalty
For an out-of-pocket cost of maybe $50, a random act of kindness has earned online pet supply retailer Chewy millions in positive PR while standing …
2 weeks, 5 days ago
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Money Mobility Playbook: How to Manage Security, Customer Experience Risks
Risk is inherent in money mobility, since delivering instant payments to multiple endpoints in a range of currencies means making your way through red tape.
3 weeks, 4 days ago