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WealthTech Weekly: October 14, 2022

#wealthtech news

WealthTech Weekly: October 14, 2022

Welcome to the news highlights of this week.

- Wedbush becomes the biggest outside shareholder in Velocity Trade

- Grip gets SDIs on the NSE exchange’s list

- Fino Labs raises millions in USD to bring language AI to Wealthtech

- Prudential taps Google Cloud to enhance its Wealthtech offering

- Docupace snaps former Envestnet and Per...

Welcome to the news highlights of this week.

- Wedbush becomes the biggest outside shareholder in Velocity Trade<...
More

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Making Finance Literacy Easy: Interview with Todd Gower, Hiatus

In this episode of Fintech CTO Podcast, Todd Gower, CTO Hiatus, sheds light on the innovative approaches Hiatus uses to set its app apart in FinTech.

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

Todd also explores the reasons behind the company’s astonishing growth, nearly doubling its staff in 2022.

Making Finance Literacy Easy: Interview with Todd Gower, Hiatus

How to Digitize Wealth Management: Michael Pinsker, Docupace

Join us as Michael Pinsker, the Founder and President at Docupace, delves into the nuances of digitizing wealth management.

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

Michael shares his invaluable insights on the strategies, challenges, and innovations that are revolutionizing the way wealth management operates in the digital age.

How to Digitize Wealth Management: Michael Pinsker, Docupace

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