What your credit union can learn from Mint’s digital cross-selling process

first_imgby: Jonathan LayApril 15th.A day most Americans dread, and few celebrate.Predictably, many hardworking citizens scramble at the last moment to complete their various forms and paperwork, sending countless CPAs and accounting firms into a frenzy as their customers 11th-hour requests.And it’s strange phenomenon when you think about it.Taxpayers are keenly aware of the approaching deadline, like a hurricane slowly approaching the coastline. Apparently, some people enjoy the endorphins stimulated from anxiety and choose to work under this pressure.I commend them, but I prefer to keep my blood pressure at manageable levels.Alas, I was one of those procrastinators this year. Usually a diligent tax filer, I was bit delayed in my filings this year.Not to worry, though, as I planned to kick the proverbial can down the road by filing my first ever tax extension. At the conclusion of this form, I was asked to provide my 2014 anticipated tax liability. continue reading » ShareShareSharePrintMailGooglePinterestDiggRedditStumbleuponDeliciousBufferTumblrlast_img

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