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How to Build a Fractional Investment Platform in 2024
Every dollar can be a building block in your financial portfolio in 2023. Next year, fractional investment can reach a new level of convenience for...
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How to Automate with CI/CD Pipelines for Connected Microservices
Let’s admit it: software always needs to be delivered faster than before. To survive this race, leave your customer satisfied, and offload tons of ...
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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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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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- #wealthtech news
WealthTech Weekly: May 5, 2023
- #wealthtech news
WealthTech Weekly: May 5, 2023
Welcome to the Wealthtech news highlights of this week. See how leaders in financial services are doing this week.
What’s going on:
- Range nets $12m for the growth of its AI Wealthtech offering
- Dynasty Financial Partners starts an investment bank
- GBST purchases WealthConnect
- Kidbrook...
Welcome to the Wealthtech news highlights of this week. See how leaders in financial services are doing this week.
...
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
Discover how we can help you solve business challenges using technological, managerial, and financial expertise of our software engineering experts!