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Industry Overview
8 July 2021

Tools to Help You Build Integrations in Fintech

by INSART

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…
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Expert Interviews
10 June 2021

Eric Poirier

CEO of Addepar

by INSART

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,…
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Industry Overview
27 May 2021

What Have You Missed When Developing Fintech Products Remotely?

by INSART

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…
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Research and Analysis
6 April 2021

PPRO: Performance and Quality Isn’t Talked About Enough

PPRO is a specialist for Alternative Payment Methods focused on supporting PSPs globally.
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Industry Overview
30 March 2021

Embedded Finance Overview: Prospective Areas For Opportunities

by INSART

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…
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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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Research and Analysis
16 March 2021

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.
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Expert Interviews
26 February 2021

Sheryl O'Connor

CEO and founder of WealthConductor

by INSART

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…
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Expert Interviews
25 February 2021

Keren Moynihan

CEO & Co-Founder at Boss Insights

by INSART

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…
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Expert Interviews
2 February 2021

Jared Porter

Co-founder of 401GO

by INSART

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…
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