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WealthTech Weekly: February 10, 2023
Here’s everything you wanted to know about the industry this week but were too excited about Super Bowl to keep track of. Enjoy!
What’s going on:...
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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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Instead of 1000 Words: How Fintechs Can Use BPMN to Scale Business Processes
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: 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
- #wealthtech research
WealthTech Weekly: September 30, 2022
- #wealthtech research
WealthTech Weekly: September 30, 2022
Welcome to the news highlights of this week.
- Barclays reportedly puts an eye on the £12m Tech Nation contract
- The SEC $35 million data protection penalty goes to Morgan Stanley
- Tactive gets ready to launch a platform for active investment
- Orion’s Board of Directors receives a new addition
- GeoWealth upgrades its platform an...
Welcome to the news highlights of this week.
- Barclays reportedly puts an eye on the £12m Tech Nation contract
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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
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