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WealthTech Weekly: November 25, 2022
Welcome to the news highlights of this week.
What’s going on:
- Credit Suisse shares displeasing projections.
- TradingView integrates Vel...
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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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How to Launch Your FinTech App for Maximum User Engagement
Find out what to do before and after launching your app to make it popular on the App Store and Google Play. You’ll learn how to optimize your mobile ...
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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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Blog articles
- #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.
...
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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!