#video
Building AI-Powered Robo-Advisors for Investment: A Comprehensive Development Guide
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 Dark Potential of AI in FinTech and How to Reduce It
From new threats like vishing to deepfake detection tools, AI is evolving as both a poison and a cure. Let’s explore how both sides of the technolo...
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How to Leverage Fintech Regulations and Standards
For Fintech leaders, mastering compliance is not merely a choice; it's an imperative. Investing effort in this complex terrain paves the way for su...
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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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- #wealthtech research
WealthTech Weekly: February 10, 2023
- #wealthtech research
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:
- Groundfloor expands in the U.S., pledges $30 million for local residential housing
- Blueleaf welcomes Tim Minert, now responsible for business development
- Joe Duran leaves Goldman Sachs
- ...
Here’s everything you wanted to know about the industry this week but were too excited about Super Bowl to keep track...
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- #wealthtech news
Ultimate Wealth Toolkit: Utilities for Financial Advising and Management
- #wealthtech news
Ultimate Wealth Toolkit: Utilities for Financial Advising and Management
We find ourselves switching between online and offline, now mostly able to combine the two as we please. Navigating clients’ financial matters requires both, too, so having the right tools is leveling up your positions in the market. Below, we offer our picks from the array of platforms and instruments for financial advising and wealth management. See...
We find ourselves switching between online and offline, now mostly able to combine the two as we please. Navigating clie...
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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!