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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 P...
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How to create splendid customer-centric design in Fintech SaaS
So, you’re a time traveler (and wonder how that’s relevant to Fintech software UI/UX design.) Meaning, you can flash into the future, see how users...
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WealthTech Weekly: November 25, 2022
Welcome to the news highlights of this week.
What’s going on:
- Credit Suisse shares displeasing projections.
- TradingView integrates Vel...
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Blog articles
- #wealthtech trends
Building AI-Powered Robo-Advisors for Investment: A Comprehensive Development Guide
- #wealthtech trends
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 automated portfolio management.
Let’s delve into the process of developing your own robo-advisor from scratch. As you finish reading this guide, you'll pick up the essentials needed to create a top-class f...
AI-powered robo-advisors lure billions in assets and thousands of users. For sure, they are here to stay, flaunting ...
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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
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
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!