“I love filing my return!” Said no one ever… did you know in the US people spend over 5 billion hours per year to get their taxes done. And Column Tax is in a mission to do something about it!
Gavin Nachbar, Co-Founder of Column Tax, shares how Column Tax is disrupting the process of filing taxes - and it all starts by leveraging customer’s existing apps! Column Tax is a B2B2C solution that enables Neobanks, Banks, and Institutions to solve a taxing problem for their users.
We discuss the complexity of the US Tax System and how it affects Americans, who Are Column Tax's Customers, how Column Tax saves people time and money, User Experience with Column Tax,
what sets Column Tax apart? Building trust with customers and much more!
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Let’s get into it!
👉 You can find Gavin here
👉 And you can find Monica here:
We cover:
(00:00) Intro
(01:10) Building Purpose Driven Fintechs
(03:34) About Column Tax
(07:14) Impact of Fintech on Financial Inclusion
(08:29) Strategies for Greater Impact: Starting Small
(16:01) Sustainability in Fintech
(17:39) Leadership and Empowering Culture
(20:52) The Complexity of the US Tax System
(25:14) Who Are Column Tax's Customers?
(26:29) The Problem Statement: Time and Money
(27:50) User Experience with Column Tax
(29:41) Future of Banking and Tax Integration
(32:26) What Sets Column Tax Apart?
(35:17) Challenges in Integrating Tax Products
(41:47) Building Trust with Customers
(43:49) The one thing to change in FinTech to have most impact
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Production and marketing by Monica Millares. For inquiries about being in the show, coaching, consulting, creative collabs, sponsoring the podcast or creating or editing your podcast email fintechwithmoni@gmail.com
Disclaimer: This episode does not constitute professional nor financial advice and does not represent the opinion nor views of my current, past or future employers. The guest has agreed to record and release our conversation for the use of this podcast and promotion in social media.
