fbpx

Tools to Help You Build Integrations in Fintech

Tools to Help You Build Integrations in Fintech

In the last half a year, we saw the dawn of digitization in Fintech. Companies have been forced to adapt to the new reality and make partnerships to get access…

Eric Poirier

CEO of Addepar

4 Questions with Eric Poirier, CEO of Addepar

Addepar is a wealth management platform for investment advisors specializing in data aggregation, analytics, and portfolio reporting. It is the financial operating system used to bring common sense and ethical,…

What Have You Missed When Developing Fintech Products Remotely?

What Have You Missed When Developing Fintech Products Remotely?

The world in the new reality will never be the same as before the pandemic. The Fintech market was also affected by the crisis, with many companies that managed to…

PPRO: Performance and Quality Isn’t Talked About Enough

PPRO is a specialist for Alternative Payment Methods focused on supporting PSPs globally.

Embedded Finance Overview: Prospective Areas For Opportunities

Embedded Finance Overview: Prospective Areas For Opportunities

The embedded finance trend promotes a win–win approach that allows companies to grow a client base and keep them loyal in a competitive market. According to this paradigm, Fintechs are…

Integration Challenges in Fintech: ETL Processing

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.

Forms Logic: True Innovations Provide “Plug and Play” Solutions

Forms Logic is a cloud-based system for companies looking to integrate single data entry through multiple forms.

Sheryl O'Connor

CEO and founder of WealthConductor

4 Questions With Sheryl O’Connor Of WealthConductor

Sheryl O’Connor is founder and CEO of WealthConductor, which offers the software-as-a-service (SaaS) IncomeConductor that allows advisors to develop customized income plans for their clients, then track and update those…

Keren Moynihan

CEO & Co-Founder at Boss Insights

Keren Moynihan: Business Data as a Service’s Role In The Paycheck Protection Program

In an era where tech giants have increased customer expectations, lenders and private capital providers are challenged to offer complete and personalized solutions. Read about Business Data as a Service's…

Jared Porter

Co-founder of 401GO

Jared Porter: About Industry Trends In 2021

We asked Jared Porter from 401GO to share what industry trends he does observe, and what major changes in the today's world may affect the wealth management industry and retirement…