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Domain Knowledge
18 March 2021

Integration Challenges in Fintech: ETL Processing

by INSART

Integration Challenges in Fintech: ETL Processing

For technology platforms, data is the lifeblood. Let me show you what challenges you might encounter when integrating data streams from financial institutions and taking control of the process.
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Domain Knowledge
17 November 2020

Migrating WealthTech Platform to a New Framework

by INSART

Migrating WealthTech Platform to a New Framework

Technology moves forward quickly, sweeping out whole ecosystems of tools and solutions and replacing them with new ones. Let us overview what pitfalls can one anticipate and avoid while migrating…
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Domain Knowledge
28 January 2020

Why Is It Important to Take into Account Vendors’ Previous Experience?

by INSART

Why Is It Important to Take into Account Vendors’ Previous Experience?

Which is better—a team of highly skilled and experienced professionals or ambitious young people who compensate for little experience with enthusiasm? The answer to the question can be found only…
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Research and Analysis
18 April 2019

United Capital: FinLife Management for the 21st Century

United Capital is a wealth counseling company that specializes in financial life management and investment management.
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Domain Knowledge
9 April 2019

Hiring and Onboarding Talent for WealthTech

by INSART

Hiring and Onboarding Talent for WealthTech

If engineers don’t understand the WealthTech domain, stakeholders can lose up to 50% more money on development. However, hiring people with financial market awareness is slow, costly, and can prevent…
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Research and Analysis
17 January 2019

First Rate: The Right Balance between Customization and Core Functionality

First Rate helps wealth management companies grow, thrive as stewards of their clients' investments, and foster superior client relationships.
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Domain Knowledge
11 January 2019

Your Developers Need FinTech Knowledge—Or Everything will Take up to 50% Longer

by INSART

Your Developers Need FinTech Knowledge—Or Everything will Take up to 50% Longer

In technology companies, CTOs often believe that the main requirement for developers is technology expertise. Here, we discuss how having business and product knowledge helps software engineers not only create…
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Domain Knowledge
27 December 2017

Top 100 Wealth management information sources for WealthTech experts and software engineers

by INSART

Top 100 Wealth management information sources for WealthTech experts and software engineers

I offer you a list of most beneficial information sources that might help software engineers broaden their knowledge of wealth management and allow them to speak the same language with…
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Domain Knowledge
11 December 2017

Scaling WealthTech Company Growth Using a FinTech Engineering Approach

by INSART

Scaling WealthTech Company Growth Using a FinTech Engineering Approach

How to stimulate rapid growth of your WealthTech business. Our FinTech Engineering Approach allows you to scale your business on the technology side - develop new features quickly, scale the…
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Domain Knowledge
4 May 2017

How Software Engineers Can Enhance Knowledge in Capital Markets

by INSART

How Software Engineers Can Enhance Knowledge in Capital Markets

In the previous post, I wrote about why domain knowledge is important for developers of WealthTech projects. Unfortunately, we are not always able to find out in advance exactly how…
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