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Blog articles
- #wealthtech research
WealthTech Weekly: October 20, 2022
- #wealthtech research
WealthTech Weekly: October 20, 2022
Welcome to the news highlights of this week.
- The world will see the first blockchain Wealthtech platform soon
- Amergeris will enable art investment
- niiio subsidiary PATRONAS gains attention in Europe
- Endowus is to become Asia’s largest independent wealth advisor
- NEXT report reveals advisory services that will be in the bigg...
Welcome to the news highlights of this week.
- The world will see the first blockchain Wealthtech platform soon
- #wealthtech research
WealthTech Weekly: September 30, 2022
- #wealthtech research
WealthTech Weekly: September 30, 2022
Welcome to the news highlights of this week.
- Barclays reportedly puts an eye on the £12m Tech Nation contract
- The SEC $35 million data protection penalty goes to Morgan Stanley
- Tactive gets ready to launch a platform for active investment
- Orion’s Board of Directors receives a new addition
- GeoWealth upgrades its platform an...
Welcome to the news highlights of this week.
- Barclays reportedly puts an eye on the £12m Tech Nation contract
- #wealthtech research
WealthTech Weekly: September 23, 2022
- #wealthtech research
WealthTech Weekly: September 23, 2022
Welcome to the news highlights of this week.
- Bambu launches a next-gen financial planning solution
- Docupace amplifies its executive team
- Finnovate nets almost $1 million to scale
- Skience presents a tiered platform for wealth managers
- Ellevest shares alarming figures
- Financial Advisor has current trends in financial adv...
Welcome to the news highlights of this week.
- Bambu launches a next-gen financial planning solution
- Docupac...
More
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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!