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Dive into our world and find out what we have to say about technology, UX, and software development.

Building on Digital Transformation - Integrating, Scaling, and Streamlining Wealth Management for the Future

Building on Digital Transformation - Integrating, Scaling, and Streamlining Wealth Management for the Future

This session builds upon the previous webinar's exploration of digital transformation in wealth management. It delves into the convergence of wealth/asset management with banking, insurance, and planning, focusing on hybrid digital solutions and emerging technologies. Topics include integrating traditional and digital practices, scaling advisor impact (fractional investing, platform services), streamlining operations, the future of financial planning (AI), and meeting evolving client expectations. Provides a roadmap for implementing digital strategies and capitalizing on emerging trends.

Customer Satisfaction Scoring Using GraphML

Graph machine learning finds dissatisfied customer cohorts an recommends optimal intervention measures.

What’s New in Titan?

As part of the work we’re doing to refresh our graph database evaluation for a couple of clients (and our upcoming talk at Graph Day!) we took Titan 1.0out for a spin last week. We’ll be doing more in-depth explorations on some in-house and public datasets over the next few weeks, but here’s some preliminary impressions based on a contrast with the Titan we came to know a year ago or so.

Business Benefits of UI Design Patterns

Many organizations haven’t embraced UI design patterns, despite their growing popularity among UX professionals. Those organizations are missing out on a ton of benefits for Product Management, Engineering, Marketing, UX and the business as a whole.