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Blog articles
- #wealthtech research
WealthTech Weekly: April 21, 2023
- #wealthtech research
WealthTech Weekly: April 21, 2023
Welcome to the Wealthtech Weekly, your roundup of the latest news and trends in the fintech industry.
What’s going on:
- Tradier and Altruist top up their funding
- BridgeFT agrees to power Allindex with data aggregation
- Banking Ecospend becomes a member of PIMFA Wealth
- WealthKernel get...
Welcome to the Wealthtech Weekly, your roundup of the latest news and trends in the fintech industry.
What’s going ...
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- #top companies
WealthTech Weekly: December 23, 2022
- #top companies
WealthTech Weekly: December 23, 2022
Welcome to the news highlights of this week.
What’s going on:
- DriveWealth shows this year’s accolades
- StartEngine scoops $189m in 12 months
- Small rounds prevail this week
- There’s Amazon of financial services in the making somewhere
- Wealthtech takes a look back at its 2022
Let’s move on to the details.
Welcome to the news highlights of this week.
What’s going on:
- DriveWealth shows this year’s accolades
- Sta...
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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!