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How FinTech Teaches Employees Personal Finance and Wins Their Engagement

Domain Knowledge
21 January 2020

Conventional methods of studying the FinTech business domain tend to be boring. At INSART, we found a new method of engaging developers that helps them understand the needs of users, see the bigger picture, and improve their personal finance skills. We paired the game with an exclusive practical workshop on how to manage personal funds.
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WealthTech Club allows you to be aware of challenges, drivers, and trends in wealth management.

Here, you can find the latest analyses of leading WealthTech companies and principles that underlie their success in terms of the technology and business ecosystem.

Our discussions with industry experts guide you through upcoming changes in approaches to financial software development.

Domain Knowledge
21 January 2020

How FinTech Teaches Employees Personal Finance and Wins Their Engagement

by INSART

How FinTech Teaches Employees Personal Finance and Wins Their Engagement

Conventional methods of studying the FinTech business domain tend to be boring. At INSART, we found a new method of engaging developers that helps them understand the needs of users,…
> Read Article
WealthTech Weekly
20 January 2020

WealthTech Weekly January 20, 2020

by INSART

WealthTech Weekly January 20, 2020

Visa buys Plaid. Truelytics partners SkyView Partners. Envestnet partners Dynasty Financial Partners. Independent Financial Partners partners a Galileo Money+. Flourish partners Buckingham Strategic Wealth. Apex Clearing integrated with Singapore-based Bambu.…
> Read News
Research and Analysis
14 January 2020

Customization vs. Control in Wealth Management: MyVest and F2 Strategy Research Project

MyVest is a FinTech trailblazer that is utilizing the power of technology to create its daring offerings.
> Read Research
WealthTech Weekly
13 January 2020

WealthTech Weekly January 13, 2020

by INSART

WealthTech Weekly January 13, 2020

Asset-Map integrates with Black Diamond. LPL makes MoneyGuide available in ClientWorks. Goldman Sachs creates consumer & wealth management arm. UBS cuts up to 500 jobs. BBVA Wealth Solutions names its new Chief…
> Read News
Expert Interviews
7 January 2020

Edouard Legrand

Global Head of Digital at BNP Paribas Asset…

by INSART

WealthTech Insights #77 with Edouard Legrand. Differences between Startups and Enterprises: More Constraints or Opportunities?

Huge enterprises such as BNP Paribas still need for new features and innovation, so only modern, quickly evolving startups can help them implement these. Edouard Legrand, Global Head of Digital…
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WealthTech Weekly
6 January 2020

WealthTech Weekly January 6, 2020

by INSART

WealthTech Weekly January 6, 2020

Hearsay Systems has added an automated compliance supervision component to its Relate platform. SigFig's director of quality assurance has left the robo-advice provider. Personal Capital hit a milestone of $12 billion in…
> Read News
WealthTech Weekly
23 December 2019

WealthTech Weekly December 23, 2019

by INSART

WealthTech Weekly December 23, 2019

Moody’s Analytics is named the Data Provider of the Year. FinancialForce was named a Leader in G2’s latest reports for Professional Services Automation. MacKay will use Artivest's open-architecture digital platform. Totum Risk™…
> Read News
WealthTech Weekly
16 December 2019

WealthTech Weekly December 16, 2019

by INSART

WealthTech Weekly December 16, 2019

James A. Combs Jr. is appointed to the Chalice Advisory Board. d1g1t will provide BBR's clients with its analytics, reporting and performance management software solution. Envestnet Yodlee will improve the visibility…
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Industry Overview
12 December 2019

Why Your Fintech Business Growth Is at Risk

by INSART

Why Your Fintech Business Growth Is at Risk

Why do startups fail? What do companies, particularly Fintechs, need to survive? And how can they remove stifling constraints? In the article, we analyze one of the major movers of…
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Expert Interviews
10 December 2019

Davyde Wachell

Founder and CEO of Responsive AI

by INSART

WealthTech Insights #76 with Davyde Wachell. How You Spend Your Money Is How You Spend Your Time: A Holistic Way…

The future of wealth management is in providing truly customized and powerful advice. Davyde Wachell, founder and CEO of Responsive AI, an AI-powered financial platform, believes that only high-profile financial…
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WealthTech Weekly
9 December 2019

WealthTech Weekly December 9, 2019

by INSART

WealthTech Weekly December 9, 2019

STASH partners with WeAre8. AdvisorEngine's Junxure CRM will integrate with the Schwab's new digital account opening workflow. LifeYield integrates with Schwab Advisor Services. LPL introduced New Account Opening 2.0 tool.
> Read News
Technologies
5 December 2019

How to Avoid Overspending on Amazon Cloud

by INSART

How to Avoid Overspending on Amazon Cloud

In this modern world of digital transformation—especially in fintech, where financial institutions are forced to adopt cloud for the sake of saving competitiveness with start-ups—overspending cloud budgets seem shocking. However,…
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