Explore our thinking

Discover the five workflow gaps portfolio management systems still leave behind and how AI and workflow integration can improve investment decision-making.

Learn how financial institutions are moving from AI exploration to execution with practical frameworks, use cases, and implementation insights from Expero and Corporate Insight.

Sebastian Good and Julie Ingalsbe explore how AI, personalization, and evolving investor behaviors are transforming financial UX and the future of digital investing platforms.

Discover how AI improves portfolio management by streamlining decision-making, enhancing execution, and documenting investment rationale for better outcomes.

Explore how AI is transforming trading workflows. Brett Berkowitz of IPC shares insights on real-time data, voice technology, and modern trading desk innovation.

How wealth firms are modernizing with AI, smarter UX, and new investor expectations. A deep dive into the future of fintech platforms.

Explore how AI agents, clean market data, and generative UX are transforming financial services, retail investing, and enterprise front ends.

CIRO’s updated OEO guidance marks a shift toward compliant decision support in self-directed platforms. Learn how contextual guidance, design-led tools, and always-on support can improve investor confidence without crossing into advice.

CIRO’s 2026 OEO guidance allows Canadian platforms to provide decision-making support to self-directed investors, unlocking opportunities for engagement, AUM growth, and integrated digital advice.

Discover how agentic AI can transform financial workflows by codifying expert knowledge, monitoring processes, and supporting smarter decision-making across teams.

Expero combines AI, data and workflow expertise to deliver smarter decisions for financial professionals

Expero's growing Connected Finance ecosystem helps bring solutions to market faster by integrating internal and external data through a fully configurable platform.

AI is transforming financial UX from static dashboards into proactive, adaptive systems that interpret data, anticipate needs, and enhance decision-making.

Expero + Pebble turn global signals into AI-powered insights so digital wealth firms can stand out, engage users, and scale faster.

Join our expert panel to explore the future of wealth management, including AI, goal-based planning, modern portfolio construction, and enterprise adoption strategies. Discover how leading firms are leveraging technology to enhance decision-making, empower clients, and drive growth.

​Discover the top digital wealth trends for 2025, including data-driven investing, real-time market data, and hybrid advisory models. Learn how wealth platforms are evolving to meet investor expectations.

Discover how AI-driven automation, hybrid AI-human collaboration, and user intent-focused AI workflows are transforming decision-making. Learn how to move beyond query generation for more effective AI applications.

Improve AML efficiency and accuracy. Our visualization tools help investigators quickly identify patterns, reduce analysis time, and minimize false positives.

Join our expert panel to explore the future of wealth management, including AI, goal-based planning, modern portfolio construction, and enterprise adoption strategies. Discover how leading firms are leveraging technology to enhance decision-making, empower clients, and drive growth.

A lot has happened over the last year. Santa has been approached by multiple interested parties who are interested in licensing his software for their own projects and holidays, and now he even has a reformed partner who has identified several opportunities for improvements.

Selecting the right language model is crucial for successful AI applications. Learn how to navigate the complexities and make informed decisions.

Provides and overview of how the Morningstar powered Mutual Fund Screener works, and how it can be integrated into other Morningstar data.

Discover how IPC and Expero revolutionized voice trading with Here™. Learn about their journey from concept to deployment and how a modernized OneView Portfolio enhanced the trader experience.

Retrospectives can be a powerful tool to help your team identify weaknesses, celebrate successes, and continually improve. They can also quickly become repetitive slogs that serve no real purpose apart from complaining about everything that has gone wrong recently. Join us as we discuss how to make the most of your retrospectives.

Discover how Expero is revolutionizing data-driven decision making with its innovative screeners. Learn about the limitations of traditional screeners and how Expero's advanced features, including enhanced usability, robust analytics, and accessibility compliance, can empower your organization.

Discover the benefits and challenges of using LangChain for LLM integration. Learn about its features, limitations, and alternatives. Explore real-world use cases and best practices for building LLM-powered applications.

How can you ensure that your modernization effort will be a success? What even counts as modernization? And how can you tell when it’s really needed? Join us as we discuss all these questions and more!

Discover how to streamline your KYC onboarding process, enhance risk assessment, and bolster your organization's financial crime defenses using AI, ML, and Dow Jones Risk and Management Data. Learn about the benefits of creating a Fusion Center for KYC, Cyber, AML, Crypto, and Fraud teams.

iscover how GenAI is revolutionizing Finance. Learn about strategies to create intuitive AI-driven experiences that improve usability, build trust, and address unique challenges faced by financial professionals and consumers.

Sometimes we can get so caught up trying to create something beautiful that we forget how vital it is to consider usefulness as well. Join us as we discuss this phenomenon that we call "building the beautiful wrong thing" and how you can keep yourself and your teams from making such a grave mistake.

Learn how to create intuitive and effective interfaces for domain experts. Discover strategies for working with complex data sets, visualizing information, and leveraging AI. Build a strong foundation for data-driven product development.

We all know the feeling of being stuck in a meeting that should have been an email. How can you make sure your meetings are actually beneficial to the whole team and worth the time? Join us as we discuss.

Connected Jetpack: An AI-assisted analytics module for navigating complex data and generating actionable insights!

This webinar discusses the challenges faced by mid-sized banks (Tier-2) in complying with Anti-Money Laundering (AML) regulations. It highlights how new, turnkey Machine Learning (ML) and Artificial Intelligence (AI) technology can help these banks fight fraud while reducing unnecessary investigations (false positives).

Unleash the power of Generative AI for finance workflows! Join our webinar & learn how to streamline data & decision-making.

Watch our demo on how Expero's Connected software fights cyber crime using AI and real-time analytics.

Burnout in the workplace is a serious issue that is often overlooked, seen as normal, or viewed as taboo to talk about. Join us as we discuss what it is, how to identify it in yourself and others, how you can safeguard against it, and what recovery looks like.

Watch our demo on how to improve efficiency and accuracy in detecting fraudulent home insurance claims.

Watch our demo on how Graph and TimeSeries data can be a valuable tool for insurance companies in fighting claim fraud.

Fight cybercrime with AI & next-gen analytics! Unify teams, improve accuracy, & streamline investigations. Watch our webinar.

Watch our webinar and learn to modernize finance desktops with FDC3 & OpenFin. Streamline development, enhance UX, and future-proof apps.

We recently gathered together to discuss and debate the pros and cons of Generative AI and how it may or may not fundamentally change how we approach user centric design moving forward. While we weren’t originally planning to release this conversation publicly, there were so many interesting points that came up that we couldn’t help but share it with the world. Please forgive any audio issues or choppy bits as we did our best to smooth out the recording for you to enjoy. Have questions or thoughts about what we discussed today? Contact us at podcast@experoinc.com or on twitter @experoinc

Fight Fraud with GenAI & Graph Tech: Webinar for Insurance Claims

Expero’s Jetpack AI Assisted Analytics Module is an innovative solution designed to elevate the approach to data analysis through the integration of advanced artificial intelligence.

Connected Jetpack: An AI-assisted analytics module for navigating complex data and generating actionable insights!

Expero's Connected Finance platform simplifies financial data analysis with Morningstar insights. User-friendly, quick to market, and easily integrates. Make informed decisions fast.

Gain a complete 360-degree customer view with our advanced integration solution. Utilize cutting-edge graph and fuzzy matching algorithms to seamlessly connect, enrich, and reveal valuable customer connections from any data source.

We’ve all been there: you underestimate how long that effort should take, realize your approach isn’t actually the best in this situation, or maybe even just have a bad attitude during a Monday meeting. How can you move forward and make things right when you realize you’re in the wrong? Join us as we discuss. Have questions or thoughts about what we discussed today? Contact us at podcast@experoinc.com or on twitter @experoinc

Explore the impact of regulations, tech like Generative AI & ML on AML, cyber, trade surveillance & fraud prevention. Discover solutions for increased accuracy in Financial Crimes..

Explore your tuning options for increasing JanusGraph write throughput and lowering latencies.

Join us as we discuss the reasons for and ways to approach the final phase of the product's lifecycle.

Uncover the impact of technology on wealth management in 2024. This webinar dives deep into optimizing workflows, crafting user-friendly digital experiences, and leveraging AI for efficient portfolio management and personalized investment strategies. Additionally, the session will address ethical considerations, cybersecurity risks, and the impact of data privacy and regulations.

Wealth managers struggle with data overload. Jetpack, powered by Generative AI, helps extract insights, streamline workflows & enhance client service. Learn how it works!

Join us as we discuss what it takes to go from a flashy demo or proof of concept all the way to a fully functioning product.

This educational session will dissect the crucial learning points and engage in lively discussions led by industry experts from FTI Consulting and Expero.

Messages coming into your Spark stream processor may not arrive in the order you expect. Learn how to handle the unexpected with Spark, Databricks, and JanusGraph, DataStax, Neo4j, or Microsoft Cosmos DB.

Happy New Year! Join us as we reflect back on everything that happened in 2023 and discuss our predictions, concerns, hopes, and dreams for the year ahead.

Q: In usability tests, people say our application is easy to use. But in the field, very few users are actually using the app. What should we do?

We're working with Santa and the 3 Kings again to assess how they can leverage AI to differentiate themselves in the market. Meanwhile, someone else seems to be green with envy and has approached us to repurpose Santa's app for their own purposes.

Our panel of industry experts from Morningstar, Wayfair, Reuters and Expero will share perspectives from implementing AI across finance, media and e-commerce.

Insurance Fraud costs businesses and consumers $308.6 billion a year. Learn how Expero and Neo4J can combat claim fraud and reduce false positives in claims.

Today we're talking all about what to do when you find yourself in the middle of a dysfunctional project, and discussing practical tips and methods for how to get your project back on track.

Today we’re discussing how to approach conflict in the workplace and how, when handled well, it can actually make projects go more smoothly and enable better collaboration and communication.

Watch this webinar highlighting why Financial Crimes investigators (AML, Credit Card, Trade Surveillance, and KYC teams) must use new technology to decrease false positives and increase alert-to-case accuracy and effectiveness.

Single precision vs Double precision on a CPU vs GPU in high performance computing simulation.

Today we’re sitting down with several internship facilitators and former interns to hear what sets expero’s internship program apart from the rest.

This blog post discusses the importance of fraud detection and prevention in organizations and introduces Expero's Connected Toolkit as a comprehensive solution.

What unique challenges and considerations need to be taken into account when designing for startups specifically? Join us and special guest Dianne Eberhardt from The Design Project as we discuss these and more startup specific questions.

Digital Twins are the next logical step in an IoT implementation. Data storage for a digital twin can include a property graph database such as JanusGraph or DSE Graph, a time series database like TimescaleDB, and an analytical database like Redshift, Google Bigquery, or HP Vertica.

Listen as guests join us from OpenFin and Microsoft to discuss how AI is influencing the financial desktop and what new technologies are on the rise.

What makes for a good question? What are the factors and considerations you should consider when formulating a question? How do timing and context affect how you should frame your question? Join us as we discuss all these factors and more.

In this demo we will share our financial crimes field work examples and illustrate how complex data and analytics work together to reduce company’s financial crimes false positive detection.

During this webinar, we delve into the world of financial crimes, shedding light on emerging trends, evolving regulatory frameworks, and cutting-edge technology that combat financial crimes activity.

Here at Expero, we recently gathered together and celebrated with our annual Summit in New York City. Join us as we discuss why we value gathering in person whenever possible and share some of our favorite memories from Summit this year.

Join us as we discuss how we approach mentorship at Expero, why we feel mentorship is so important, and various methods and approaches to mentorship that we’ve found particularly effective.

During this webinar we provide an in-depth look at the challenges of trade surveillance and how financial institutions can use technology and best practices to protect themselves from financial crimes.

Chat GPT has taken the world by storm, and is quickly changing how both professionals and those just now entering the workforce are approaching their day to day work, personal tasks, and career prospects. Join us as we discuss how and why Chat GPT is changing things so quickly, concerns and limitations of the technology, and considerations for using it in professional and personal situations.

This session will focus on how new ML and graph analytics work together with simple deep link visualization to reduce false positives by 60%, increase detection accuracy by 70% and improve overall team transparency and productivity by more than 80% to allow real time alerting to avoid sanctions and fines

The webinar will delve into key considerations when designing front-end applications for capital markets, including how to incorporate real-time data visualization and analysis.

During this webinar, we will explore how the exchange platform harnesses the power of ML, real-time IoT, and nodal db technology driven by easy-to-utilize visualizations to become a DERM or a 'Virtual Power Plant' (VPP).

Join Expero and Neo4j in a discussion about improving visibility into your supply chain, and better use of the data you've collected to greatly improve your supply chain and chain of custody tracking.

Preparing to enter the workforce can be daunting and often comes with numerous questions and unknowns. Where should I apply? How long does it take to find a job? Do I need to start with an internship? What if I don’t know exactly what I want to do yet? How can I tell if the company I’m applying at is a good fit? Join us as we discuss all these questions and more.

The wealth management industry in the United States is facing a number of significant trends and challenges, as a confluence of forces converge on the industry. During this webinar, our panelists discuss trends and technology that they expect to see in the wealth management space in 2023.

What does it mean to be “Done” with a project? How do you know if everyone agrees about what “Done” really means? How can you plan ahead and work with your team to make sure you get there and finish on the right note? Join us as we discuss all these questions and more.

During this webinar, our speakers from Expero and Microsoft discuss expected trends in 2023 for Financial Crimes.

Expero is excited to announce that Tim Baker has joined our company as the Managing Director, Financial Services Practice Lead.

How should you go about saying no to your clients in a way that’s respectful, clear, and doesn’t tank the project? What should you do when saying no isn’t a viable option? And what does it have to do with improv? Join us to find out.

Last year Santa approached us to develop an app to replace his outdated physical Naughty & Nice list, and now he’s asked us to come up with ideas for a 2.0 update. Join us as we review feedback and criticisms for the initial release and even brainstorm ways for Santa to team up with other gift givers this time of year. Just like last time, this is more of a behind the scenes look at how we could approach this type of project, and it’s always more complicated than you’d expect. Have questions or thoughts about what we discussed today? Contact us at podcast@experoinc.com or on twitter @experoinc

Recent events have created increased focus on Financial Crimes attacks as well as Cyber, AML, and fraud attacks that are growing in sophistication creating losses in the billions.

What does it look like to start a project off on the right foot? Join us as we discuss best practices, lessons learned, and recommendations for making your next project kickoff a success.

Product thinking is a bit of a buzzword in the business world today, but what does it really mean, and what does it look like to effectively incorporate it into your project? Join us as we discuss all these questions and more.

Join us for a casual discussion about Blockchain and Cryptocurrency, including some of our concerns and predictions for the future.

When it comes to releasing new features, bug fixes, and UI updates, is it better to release everything all at once or to spread releases out over an extended period of time? And what are the risks if you choose the wrong approach?

Distributed teams, whether spread across cities, time zones, or even continents, are an increasingly normal and expected part of the business world today. So how can you still get work done and collaborate effectively within this new framework? Join us as we discuss Expero’s remote-first methodology, the need for clear communication, respect, and empathy across multicultural teams, and ways to foster meaningful connection and cooperation whether distributed across the world or interacting face to face.

What does it really mean to be a consultant, and is it really all that different from contracting or working as a salaried employee? Join us as we highlight the key differentiators that make consulting a unique challenge that we enjoy taking on each day.

The focus of this webinar is to identify how Machine Learning, Visualizations and new technology like Graph can directly increase the accuracy and output of retail systems. We will feature unique Expero lightning talks on ML & Business Visualization technology, followed by a Q&A session.

There’s no way around it: user testing is vitally important in software development. So what options do you have when, for whatever reason, you can’t speak with end users to validate what you’re building? Join us as we discuss these challenges and share some helpful methods we’ve employed when navigating these constraints.

Building financial crimes software for expert users requires understanding of the specific needs as well as tasks and roles in a larger team of investigators. The goal is to create uniquely tailored solutions to those users’ needs — not create a simple report or dashboard.

If we’re honest, scope creep affects most if not all projects at some level, but that may not always be a bad thing. Join us as we discuss how to identify and navigate scope creep while also reframing it as a catalyst for good when managing projects of all shapes and sizes.

The second webinar in a series on the future of the financial desktop. We will identify how to unlock new technology and show how ML techniques can be used with existing technology to drive productivity.