Financial Services - Apex, North Carolina, United States
In 2022, the user experience is just as important as the product itself. Yet, financial services have seemingly not received the memo. Perhaps it got stuck in the fax machine, or is still in the mail? It seems these two "technologies" are still necessities within the industry. We feel otherwise. Helping investors transfer their 401(k) and other accounts with the click of a button is what we strive for each and every day. With a "user first" approach, we believe that we are set to transform and disrupt this industry.
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