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WealthTech Weekly
27 May 2022

WealthTech Weekly May 27, 2022

by INSART

WealthTech Weekly May 27, 2022

What happened: Klarna announced a 10% layoff due to market challenges, Saphyre added 38 new AI patents, Revolut Business launched a new suit for better team spending management, Fluid Attacks…
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WealthTech Weekly
20 May 2022

WealthTech Weekly May 20, 2022

by INSART

WealthTech Weekly May 20, 2022

What happened: Mastercard blessed card owners with “smile to pay” payment option, Current kicked off a platform for embedding finserve solutions, Amount and LendIt Fintech research results highlighted tight competition…
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Industry Overview
5 April 2022

Activist Investing Evolution: From Financial to Human Values

by INSART

Activist Investing Evolution: From Financial to Human Values

Sustainability investing has been manifesting its growth in the recent years. One of the forms this trend takes is activist investing - redefined. We explore its journey from the beginning…
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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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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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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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Research and Analysis
16 July 2020

Twenty Over Ten: How to conduct business as usual when life is anything but usual?

Twenty Over Ten is a digital marketing platform for the modern advisor.
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Domain Knowledge
2 July 2020

What Business Knowledge Training Sessions Do WealthTech Companies Have in Place?

by INSART

What Business Knowledge Training Sessions Do WealthTech Companies Have in Place?

As the whole world goes remote, knowing how to motivate people distantly is a must for every company that wants to succeed. Read how teaching finance can help you motivate…
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Expert Interviews
10 March 2020

Douglas Fritz

Founder and CEO of F2 Strategy

by INSART

WealthTech Insights #78 with Douglas Fritz. Defining an Authentic and Scalable Model That Balances Sales and Service

Here’s an interview with Doug Fritz, founder and CEO of F2 Strategy. Doug Fritz helps financial institutions maintain the right digitization strategies and obtain more clients. His company, F2 Strategy,…
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Guest Posts
11 February 2020

10 Questions to Ask Before Choosing a Custodial Relationship

by INSART

10 Questions to Ask Before Choosing a Custodial Relationship

Choosing a custodian relationship is one of, if not THE single most important decision any new registered investment advisor must make. David Coyle, Senior VP and Head of BisDev at…
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