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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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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: 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:...
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WealthTech Weekly: March 31, 2023
- #wealthtech news
WealthTech Weekly: March 31, 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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- #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 ...
More
- #wealthtech news
WealthTech Weekly: March 17, 2023
- #wealthtech news
WealthTech Weekly: March 17, 2023
Welcome to the Wealthtech Weekly, your roundup of the latest news and trends in the fintech industry.
What’s going on:
- Connected nets $2.6 million for expansion
- TradePMR integrates with CircleBlack
- Eyeballs Financial becomes part of Wealth Engineering Expert Sourcing Consortium
- GBS...
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!