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How to Empower Your Product with Plaid's Data Network
Managing your finances in today's fast-paced world should be as seamless as ordering your morning coffee. This is where Plaid comes into play – a ...
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How to Build AI-Powered Credit Scoring Software - Tips from Experts
Credit score is your multipass in the world of financial services. It helps you secure a loan, apply for a credit card, or rent an apartment. It’s...
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Integration Testing with Java: Best Practices and Frameworks to Use in 2023
With release cycles becoming shorter and systems more complex, the need for quicker and more precise testing grows stronger. While there are lots o...
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Building AI-Powered Robo-Advisors for Investment: A Comprehensive Development Guide
AI-powered robo-advisors lure billions in assets and thousands of users. For sure, they are here to stay, flaunting personalized insights and auto...
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Blog articles
- #wealthtech news
WealthTech Weekly: January 13, 2023
- #wealthtech news
WealthTech Weekly: January 13, 2023
Welcome to the news highlights of this week.
What’s going on:
- Advisor360° acquires Agreement Express
- Twenty7tec inks a deal with Meet Parker
- MoneyGuide’s Tony Leal seizes his current role at Envestnet
- Docupace shows an example of much-needed social responsibility
- Information needs protection, but Wealthtechs miss on a key a...
Welcome to the news highlights of this week.
What’s going on:
- Advisor360° acquires Agreement Express
- Twen...
More
- #wealthtech news
WealthTech Weekly: January 6, 2023
- #wealthtech news
WealthTech Weekly: January 6, 2023
Welcome to the news highlights of this week.
What’s going on:
- Sanctuary Wealth picks Wealthbox’s enterprise CRM
- Titan Wealth purchases IFA firm Telford Mann Group
- Wealthy American couples will be able to give their heirs $26 million tax-free
- Canadians revealed their financial concerns for 2023
- Financial Advisor imagines how...
Welcome to the news highlights of this week.
What’s going on:
- Sanctuary Wealth picks Wealthbox’s enterprise C...
More
- #wealthtech news
WealthTech Weekly: December 30, 2022
- #wealthtech news
WealthTech Weekly: December 30, 2022
Welcome to the news highlights of this week.
Let’s have a brief overview of 2022 and peek at what 2023 may bring to the industry.
Welcome to the news highlights of this week.
Let’s have a brief overview of 2022 and peek at what 2023 may bring t...
More
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How to Digitize Wealth Management: Michael Pinsker, Docupace
00:00:00 -
Intro about Michael
00:01:07 -
Managing worktime without burning out
00:06:19 -
Docupace's corporate culture
00:12:26 -
Mentorship for tough decision-making
00:20:40 -
The power of focus for company growth
00:25:10 -
How to build a robust leadership team
00:36:55 -
Making strategic engineering decisions
How to Digitize Wealth Management: Michael Pinsker, Docupace
Making Finance Literacy Easy: Interview with Todd Gower, Hiatus
00:00:00 -
Intro about Todd
00:01:22 -
How Hiatus improves financial wellness
00:14:04 -
Building expenses analytics for customers
00:18:45 -
Next moves to improve personalization
00:24:08 -
How to manage backlog in B2C
00:33:03 -
Evolving as a tech leader in Hiatus
00:37:21 -
Biggest delivery challenges of small teams
Making Finance Literacy Easy: Interview with Todd Gower, Hiatus
Solutions Development For Enterprise Fintech
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