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Blog articles
- #wealthtech research
WealthTech Weekly: November 18, 2022
- #wealthtech research
WealthTech Weekly: November 18, 2022
Welcome to the news highlights of this week.
What’s going on:
- Addepar opens a new office in the UK
- WhiteSight reveals BlackRock's significance for the Wealthtech sector
- Freetrade strengthens its engineering core with senior hires
- Thomson Reuters acquires SurePrep
- Ireland is turning into the world’s major payments powerhou...
Welcome to the news highlights of this week.
What’s going on:
- Addepar opens a new office in the UK
- White...
More
- #wealthtech news
WealthTech Weekly: November 11, 2022
- #wealthtech news
WealthTech Weekly: November 11, 2022
- Capital Bank Group pushes the limits in digital onboarding.
- FNZ completes the acquisition of DIAMOS.
- FiComm Partners and FMG launch a digital marketing program for advisors.
- StratCap Advisory is merging with Fintrust Advisors into Upwisery.
- MeDirect Bank gives a new round of its commission-free investment campaign.
Let’s go th...
- Capital Bank Group pushes the limits in digital onboarding.
- FNZ completes the acquisition of DIAMOS.
- FiCo...
More
- #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
Subscribe to our blog to receive up-to-date information from the world of fintech
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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