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How to transfer knowledge within your development team and cross-teams
When you pay your developers, you also pay for the knowledge they invest in your company. You’d be surprised how much money you lose when they leave a...
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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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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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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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- #wealthtech news
WealthTech Weekly: January 13, 2023
- #wealthtech news
WealthTech Weekly: January 13, 2023
Welcome to the news highlights of this week.
What’s going on:
- Advisor360° acquires Agreement Express
- Twenty7tec inks a deal with Meet Parker
- MoneyGuide’s Tony Leal seizes his current role at Envestnet
- Docupace shows an example of much-needed social responsibility
- Information needs protection, but Wealthtechs miss on a key a...
Welcome to the news highlights of this week.
What’s going on:
- Advisor360° acquires Agreement Express
- Twen...
More
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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