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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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The culture of an engineering team is the DNA that defines the principles a group of engineers will use to make decisions about technology, strateg...
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With a firm grip on its title, BPMN remains the premier way to design and implement business processes. It’s intuitive, easy, and it can also be fu...
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- #wealthtech news
WealthTech Weekly: March 24, 2023
- #wealthtech news
WealthTech Weekly: March 24, 2023
Welcome to the Wealthtech Weekly, your roundup of the latest news and trends in the fintech industry.
What’s going on:
- WBI Investments launches an innovative onboarding platform
- intelliflo redblack doubles its cloud clients
- Blueleaf names new Wealthtech leader to its Advisory Board
Welcome to the Wealthtech Weekly, your roundup of the latest news and trends in the fintech industry.
What’s going ...
More
- #Fintech
Communicating Trust: How Fintechs Can Win Customer Loyalty
- #Fintech
Communicating Trust: How Fintechs Can Win Customer Loyalty
All the next-gen financial technology in the world is useless if clients do not trust you. And trust begins with deeds and proper communication.
SVB’s bankruptcy has several lessons to teach us. To me, the main one is that communication matters, especially in times of crisis.
In this article, I’ll show you how proper communication can increase ...
All the next-gen financial technology in the world is useless if clients do not trust you. And trust begins with deed...
More
- #wealthtech news
WealthTech Weekly: March 17, 2023
- #wealthtech news
WealthTech Weekly: March 17, 2023
Welcome to the Wealthtech Weekly, your roundup of the latest news and trends in the fintech industry.
What’s going on:
- Connected nets $2.6 million for expansion
- TradePMR integrates with CircleBlack
- Eyeballs Financial becomes part of Wealth Engineering Expert Sourcing Consortium
- GBS...
Welcome to the Wealthtech Weekly, your roundup of the latest news and trends in the fintech industry.
What’s going ...
More
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How to Digitize Wealth Management: Michael Pinsker, Docupace
How to Digitize Wealth Management: Michael Pinsker, Docupace
Making Finance Literacy Easy: Interview with Todd Gower, Hiatus
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!