Neo Offers the Future of Financial Services to Canadians Through Its Focus on R&D and Innovation

February 4, 2022 / Sarah Lesperance / Customer Stories

Neo Offers the Future of Financial Services to Canadians Through Its Focus on R&D and Innovation

Neo’s focus has been to innovate new technology and processes that drive new customer adoption. “We’ve been cloud-based since we started,” said Read. “Our mobilefirst approach is unique and reflects how customers want to manage their finances today. Customers are on-the-go and they want to manage their finances wherever they are. They don’t want to travel into branches anymore, or meet with a manager for something simple like a credit-limit increase.

Neo has partnered with R&D intelligence and tax incentive innovator, Boast. Using the Boast platform, including its integrations and AI technology, along with Boast guided services has made SR&ED fast and easy for Neo. “It’s important for Neo that we capture all our eligible incentives, and that the process is fast and easy—our teams are busy and getting stuck in the mud doing SR&ED would cost us valuable time and slow our innovation. Fortunately, Boast brings the technology, service, and the outcomes we need.”

Read More.

Boast