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How H&R Block Is Building Its Money App For The Masses

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Manage episode 435570192 series 3568392
Content provided by Mary Wisniewski & Cornerstone Advisors, Mary Wisniewski, and Cornerstone Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mary Wisniewski & Cornerstone Advisors, Mary Wisniewski, and Cornerstone Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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You likely know the brand H&R Block. But more than two years ago, the tax-preparation chain launched Spruce: an app that connects to a debit card and savings account where funds are held at its bank partner, Pathward.

Today on the show, Mary sits down with John Thompson, vice president of product management for financial services at H&R Block. They chat about how consumers find Spruce (including at physical locations) some of the major misconceptions of financial health and the challenges of when faster (and slower) payments occur. John also talks about his love-hate relationship with the tax refund.

Relevant sources

  continue reading

11 episodes

Artwork
iconShare
 
Manage episode 435570192 series 3568392
Content provided by Mary Wisniewski & Cornerstone Advisors, Mary Wisniewski, and Cornerstone Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mary Wisniewski & Cornerstone Advisors, Mary Wisniewski, and Cornerstone Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Send us a Text Message.

You likely know the brand H&R Block. But more than two years ago, the tax-preparation chain launched Spruce: an app that connects to a debit card and savings account where funds are held at its bank partner, Pathward.

Today on the show, Mary sits down with John Thompson, vice president of product management for financial services at H&R Block. They chat about how consumers find Spruce (including at physical locations) some of the major misconceptions of financial health and the challenges of when faster (and slower) payments occur. John also talks about his love-hate relationship with the tax refund.

Relevant sources

  continue reading

11 episodes

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