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Advisor Tech 2025: A Playbook for Modern Advisors
The great tech‑stack debate A decade ago an advisor’s “tech stack” was a cobbled‑together CRM and…
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Most popular posts
Dive into the ultimate guide to mastering your finance and other related knowledge and unlocking the path to wisdom with our most popular post yet.
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Why Millennials Love Referrals and Cashbacks: The Psychology Behind the Reward system
Explore the psychology behind why millennials are drawn to referrals and cashback programs. Discover how these rewards tap into their values of instant gratification, trust, and savvy spending.
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Robo Advisory: Understanding from Service Provider’s Point of View
The idea of keeping investing decisions free of emotions has been around for a long time,…
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B2B BNPL: The Future of Business Payments or a Risky Bet?
Explore the rise of B2B Buy Now, Pay Later (BNPL) solutions—are they transforming business payments or introducing new financial risks?
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Challenges Banks Are Facing To Implement Blockchain Technology
Discover the key challenges banks face in implementing blockchain technology, from regulatory issues to data privacy concerns and high costs. Learn why blockchain adoption in banking requires strategic solutions.
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Top 20 Fintech Podcasts
Podcast adoption is growing notably for a reason! In Fintech, professionals and leaders must stay current…
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MVP – Advantages & Disadvantages
A Minimum Viable Product is a product that is: “big enough to cause adoption, satisfaction, and…
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Top 7 Financial Products Millennials Are Attracted To
The world of investing has always been dynamic to accommodate investor preferences. Lately, there has been…
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Top project management tools for product managers
Discover the top project management tools for product managers to streamline workflows, enhance team collaboration, and deliver successful products efficiently.
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Tanmoy Roy
Tanmoy Roy is a research-driven Product Leader based in Canada, with expertise in Wealth & Asset Management.
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