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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 P...
More
How to Take Over Fintech with APIs: Development, Optimization & Integration Tips
APIs are everything in the Fintech world. To reign in the data-driven age, you need to gather and process tons of information, and APIs claw and dr...
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Cloud ETL: Getting It Right for Data Synchronization
Let’s admit it: real-time data has snowballed from a cool feature into a mainstream requirement. If you want to keep up with the trends, as our cli...
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How to create splendid customer-centric design in Fintech SaaS
So, you’re a time traveler (and wonder how that’s relevant to Fintech software UI/UX design.) Meaning, you can flash into the future, see how users...
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- #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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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
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
Solutions Development For Enterprise Fintech
Discover how we can help you solve business challenges using technological, managerial, and financial expertise of our software engineering experts!