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How to Empower Your Product with Plaid's Data Network
Managing your finances in today's fast-paced world should be as seamless as ordering your morning coffee. This is where Plaid comes into play – a ...
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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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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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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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Blog articles
- #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 ...
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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!