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How to Empower Your Product with Plaid's Data Network
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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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Blog articles
- #wealthtech research
WealthTech Weekly: October 20, 2022
- #wealthtech research
WealthTech Weekly: October 20, 2022
Welcome to the news highlights of this week.
- The world will see the first blockchain Wealthtech platform soon
- Amergeris will enable art investment
- niiio subsidiary PATRONAS gains attention in Europe
- Endowus is to become Asia’s largest independent wealth advisor
- NEXT report reveals advisory services that will be in the bigg...
Welcome to the news highlights of this week.
- The world will see the first blockchain Wealthtech platform soon
- #wealthtech news
WealthTech Weekly: October 14, 2022
- #wealthtech news
WealthTech Weekly: October 14, 2022
Welcome to the news highlights of this week.
- Wedbush becomes the biggest outside shareholder in Velocity Trade
- Grip gets SDIs on the NSE exchange’s list
- Fino Labs raises millions in USD to bring language AI to Wealthtech
- Prudential taps Google Cloud to enhance its Wealthtech offering
- Docupace snaps former Envestnet and Per...
Welcome to the news highlights of this week.
- Wedbush becomes the biggest outside shareholder in Velocity Trade<...
More
- #wealthtech news
WealthTech Weekly: October 7, 2022
- #wealthtech news
WealthTech Weekly: October 7, 2022
Welcome to the news highlights of this week.
- BME’s fintech subsidiary kicks off a top-class Wealthtech marketplace
- Dynasty Financial partners with Allocate
- Ardian joins forces with iCapital
- Finax becomes the first to bring PEPP to Slovakia
- Huddlestock's Wealthtech SaaS now enables Tomorrow’s services
- TD Asset Manageme...
Welcome to the news highlights of this week.
- BME’s fintech subsidiary kicks off a top-class Wealthtech marketpl...
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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