Connect people to experts

Transform Omni-Channel Commerce

SMBs are outgrowing current solutions w/ too many users and customers — everything is slow. Alternatives are very expensive, overbuilt, require massive migration/learning curve.

Modernize technology stack and dramatically simplify developer experience for capabilities

Composable, and reusable user experiences. Remediation at point of need. 2.0 rewrites

Be the center of small business growth

Be the Financial Identity Platform

Customers having difficulty finding what they need on our websites and when they do, it’s not easy at all to complete simple tasks.

Banking grade multi-factor auth for highly sensitive transaction

Decomposing the client side monolith code into domain specific components. Deprecating the IUX monolith

Revolutionize speed to benefit

Fuel Success for SMBS with up to 100 Employees

Customers lack confidence and need access to experts for high stakes financial tasks. Experts want to grow their practice and find new customers.

Passive Continuous authentication to prevent real fraud in real time

Adopting 2.0 API's and updating experiences

Disrupt the small business mid-market

Be the Virtual Expert Platform

Consumers struggle to make ends meet and have difficulty finding the best rates and Financial Institutions want quality leads and reduced friction to approve.

Introduce and expand industry leading password-less auth factors such as mobile push, WebAuthN, TOTP

Updating our devportal documentation to be more discoverable and useful to aid in self service onboarding.

Unlock smart money decisions

Focus on Clean Data, Never Enter Data, Accelerate AI

Finding customers online is costly and time consuming. Customers try to expand to new e-commerce channels, but they don’t work together (Amazon doesn’t work with Etsy, and neither works with my website). Managing customers, inventory, tax laws across multiple channels, and payment methods is complex.

Consolidate 20+ SBSEG sign in experiences to a single experience and expand progressive sign up

Insights and Call to Action Framework