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Industry Overview
23 April 2019

How to Win Advisors’ Loyalty and not Break the System?

by INSART

How to Win Advisors’ Loyalty and not Break the System?

How to build efficient and useful WealthTech software? Should you add as many features as possible or add every feature requested by clients? Do financial advisors need a whole bunch…
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Industry Overview
26 March 2019

Bridging Product and Engineering Teams in WealthTech

by INSART

Bridging Product and Engineering Teams in WealthTech

The WealthTech industry evolves much more dynamically compared to other areas. What should teams do to efficiently collect all necessary information about their tasks and stay in sync with the…
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Industry Overview
21 December 2018

A Moment Away From 2019: WealthTech Flashbacks

by INSART

A Moment Away From 2019: WealthTech Flashbacks

This year was full of great moments, meetings, partnerships, and breakthrough insights. Before we close this chapter and start the new one, it’s worth looking back at 2018 from the…
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Industry Overview
17 April 2018

Open APIs as the Key to Growth in WealthTech

by INSART

Open APIs as the Key to Growth in WealthTech

Open APIs are having a significant impact upon the entire wealth management industry. With leaders of DriveWealth, MyVest, Trizic, Vestwell, Folio Institutional, Hydrogen, we discussed the API landscape and the…
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Industry Overview
1 March 2018

Big Data Analytics and Artificial Intelligence in WealthTech Software

by INSART

Big Data Analytics and Artificial Intelligence in WealthTech Software

Will wealth managers be able to find financial decisions that are most appropriate to their customers? We have spoken to a number of industry experts and gained an insight into…
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Industry Overview
22 February 2018

Digital and Robo in Wealth Management: What’s the Difference?

by INSART

Digital and Robo in Wealth Management: What’s the Difference?

During our ongoing discussions with top-notch industry leaders who are reshaping the wealth management landscape, we often touch on digital advice. Here, we present some of our picks in terms…
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Industry Overview
15 February 2018

Wealth Management: Looking into the Industry’s Future

by INSART

Wealth Management: Looking into the Industry’s Future

We continue to explore the changing landscape of wealth management by gathering opinions of industry influencers regarding the future of the WealthTech sector. What will the industry look like in…
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Industry Overview
6 February 2018

Automation, Integration, or Innovation? Setting Priorities in WealthTech

by INSART

Automation, Integration, or Innovation? Setting Priorities in WealthTech

Each financial company has decided to use technology in the way that suits its business the most, putting emphasis on one of several pillars of progress—i.e., automation, integration, and innovation.…
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Industry Overview
1 February 2018

Challenges: Yet Another Opportunity for WealthTech to Rise

by INSART

Challenges: Yet Another Opportunity for WealthTech to Rise

Wealth management has seen the tremendous transformation over the past decade, but this has also come with a number of challenges. With so many market players leveraging the power of…
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Industry Overview
25 January 2018

Key Trends to Watch in Wealth Management in 2018

by INSART

Key Trends to Watch in Wealth Management in 2018

Regulatory pressure, trust in financial institutions, customers’ growing demands are challenges and opportunities for WealthTech players. What we are likely to observe before long as the industry shifts towards new…
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