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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.
S&OP 5 Step Process + Toolkit
Revolutionize your sales and operations planning. Find what matters in your data, align stakeholders, explore issues and proactively what-if alternatives.
Fraud Detection and Prevention in Healthcare Claims
Fraud and loss affect healthcare payers and providers at a staggering amount each year. This also includes all areas of the business from underwriting to the investigations of claims and payments. In addition, fraud and loss is time consuming to investigate and fraudsters become more sophisticated and utilize more complex methods and technology that make it even harder to detect. The sophistication and pressure from world health events has driven the need for real-time analytics and prevent and intervene strategies.
Multi-Tenant Applications in Neo4j
Neo4j is the most popular graph data store available today. It leverages graph technologies to help build modern high-performing applications, but it does not have any native multi-tenant support. However, you may have decided to build out your multi-tenant application and that Neo4j is the right graph data store to fit your needs. In any multi-tenant system, the trick (from a data-store side) really comes down to how to isolate one tenant’s data (physically or logically) from another tenant’s.
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Building on Digital Transformation - Integrating, Scaling, and Streamlining Wealth Management for the Future
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.
The Future of Digital Wealth: Trends Shaping Investment Platforms in 2025
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.
Rethinking Generative AI: It's Not Just About Queries
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.
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Financial Crimes Workbench
Improve AML efficiency and accuracy. Our visualization tools help investigators quickly identify patterns, reduce analysis time, and minimize false positives.
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Trends in Digital Wealth Management with Forward Thinkers
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.
Christmas Special Pt. 4: New Partners & Licensing
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.
Why Selecting Language Models is so Hard
Selecting the right language model is crucial for successful AI applications. Learn how to navigate the complexities and make informed decisions.
Mutual Funds Screener Demo
Provides and overview of how the Morningstar powered Mutual Fund Screener works, and how it can be integrated into other Morningstar data.
Building the Next Gen Trader Experience: IPC's OneView Portfolio
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
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.
User-Centered Screeners: Balancing Accessibility and Effectiveness
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.
Lessons Learned with LangChain
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.
Modernization
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!
Navigating KYC Regulatory Changes: Leveraging AI and ML for a Scalable, Efficient, and Risk-Mitigated Program
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.
GenAI in Finance: Increase Usability, User Trust, and Productivity in AI-Driven Finance Workflows
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.
The Beautiful Wrong Thing
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.
UX Design for Data Intensive Products & Expert Users
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.
Meetings
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.
Expero Jetpack
Connected Jetpack: An AI-assisted analytics module for navigating complex data and generating actionable insights!
Financial Crimes Solutions for Tier 2 Banks
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).
GenAI Agents in Finance: How Generative AI-Driven Workflows Deliver Increased Finance Productivity
Unleash the power of Generative AI for finance workflows! Join our webinar & learn how to streamline data & decision-making.
Cyber security demo with Jetpack
Watch our demo on how Expero's Connected software fights cyber crime using AI and real-time analytics.
Burnout
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.
Home Insurance demo
Watch our demo on how to improve efficiency and accuracy in detecting fraudulent home insurance claims.
Automotive Insurance Claim Fraud Demo
Watch our demo on how Graph and TimeSeries data can be a valuable tool for insurance companies in fighting claim fraud.
Unify and Conquer: Combating Cybercrime with Next-Gen AI and Analytics
Fight cybercrime with AI & next-gen analytics! Unify teams, improve accuracy, & streamline investigations. Watch our webinar.
Modernize Your Finance Desktop: Building Cutting-Edge Apps with FDC3 & OpenFin
Watch our webinar and learn to modernize finance desktops with FDC3 & OpenFin. Streamline development, enhance UX, and future-proof apps.
Generative AI + UX Roundtable
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
Combating Claim Fraud: Reduce False Positives with GenAI and Graph
Fight Fraud with GenAI & Graph Tech: Webinar for Insurance Claims
Jetpack AI Assisted Analytics Module
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.
Jetpack for Wealth Screener
Connected Jetpack: An AI-assisted analytics module for navigating complex data and generating actionable insights!
Unlocking Insights: Expero's Financial Data and Analytics Solution
Expero's Connected Finance platform simplifies financial data analysis with Morningstar insights. User-friendly, quick to market, and easily integrates. Make informed decisions fast.
Entity Resolution Module Demo
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.
Being Wrong
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
Lower False Positives in Financial Crimes using LLM/ML and Spatial Analytics
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..
JanusGraph Nuts and Bolts Part 1: Write Performance
Explore your tuning options for increasing JanusGraph write throughput and lowering latencies.
Sunsetting Products
Join us as we discuss the reasons for and ways to approach the final phase of the product's lifecycle.
The Future of Finance: Navigating the WealthTech Revolution in 2024
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.
Drive Revenue Growth in Wealth Management with Jetpack: A Powerful Generative AI Solution
Wealth managers struggle with data overload. Jetpack, powered by Generative AI, helps extract insights, streamline workflows & enhance client service. Learn how it works!
From Cool Demo to Full Release
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.
2024 Trends in Financial Crimes: Navigating the Fight against Financial Crimes through Advanced Analytics and Software Innovation
This educational session will dissect the crucial learning points and engage in lively discussions led by industry experts from FTI Consulting and Expero.
Order Matters: Handling Message Sequencing in Spark
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.
2024 Predictions
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.
Feature Bloat or Genuine Value? Understanding Usefulness vs. Usability
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?
Christmas Special Pt. 3: Considering AI & Competitors
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.
Turning AI Aspirations into Real Business Value
Our panel of industry experts from Morningstar, Wayfair, Reuters and Expero will share perspectives from implementing AI across finance, media and e-commerce.
Combating Claim Fraud: Reduce False Positives with AI, LLM & Graph Database
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.
Managing Dysfunctional Projects
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.
Navigating Conflict
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.
Lower False Positives in Financial Crimes using LLM/ML and Spacial Analytics
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.
A Quick Note on GPU Accuracy and Double Precision
Single precision vs Double precision on a CPU vs GPU in high performance computing simulation.
Intern Highlight
Today we’re sitting down with several internship facilitators and former interns to hear what sets expero’s internship program apart from the rest.
An Inside Look at Fraud Detection Software: Leveraging Machine Learning and Graph Technology to Fight Fraud
This blog post discusses the importance of fraud detection and prevention in organizations and introduces Expero's Connected Toolkit as a comprehensive solution.
Designing For Startups (ft. Dianne Eberhardt)
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.
Understanding the Digital Twin
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.
The Future Of Workflow And The Financial Desktop
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.
Asking Good Questions
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.
Expero CoNNected Financial Crimes: Kinetica Edition
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.
Technology Solutions and Trends to Fight Financial Crimes
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.
Expero Summit Highlight
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.
Mentorship
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.
Technology Solutions for Trade Surveillance
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
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.
Fighting Financial Crimes with Graph Analytics
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 Art of Building Front End Applications for Capital Markets
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.
Product Spotlight: Advanced Energy Solutions
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).
2023 Technology Trends in Supply Chain
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.
Advice for Graduating Students in Tech
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.
Wealth Trends & Technology in 2023
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.
When is a Project Done
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.
2023 Trends in Fraud and AML
During this webinar, our speakers from Expero and Microsoft discuss expected trends in 2023 for Financial Crimes.
Saying No To Clients
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.
Christmas Special Pt. 2: Taking Santa’s App to the Next Level
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
Expero CoNNected Financial Crimes
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.
How to Kick Off a Project
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 101
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.
Blockchain & Cryptocurrency
Join us for a casual discussion about Blockchain and Cryptocurrency, including some of our concerns and predictions for the future.
Releasing Updates - Slow Drip vs All At Once
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?
Working With Distributed Teams
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.
Consulting 101
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.
Software Solutions to Fight Retail Fraud
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.
When User Testing Isn't Possible
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.
Connected Financial Crimes - Neo4j White Paper
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.
Scope Creep
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.
Part Two: The Future of the Financial Desktop
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.
A Fraud Series - Part Eight: Quickly Detect & Prevent Fraud with Expero Connected
Easy to use fraud detection software solutions, such as the Expero Connected Toolkit, reduce the overhead required to track and predict fraud and provide a variety of tools for many user personas.
A Fraud Series - Part Seven: Detect Fraud with Real-Time Alerts
Alerts are a powerful tool for real time fraud detection systems. Alerts can be used to surface things one normally wouldn’t see in real time.
Fraud Detection Solutions to Fight Cyber Crime
A discussion on how Graph and Machine Learning work together to detect, prevent, and investigate cyber fraud using capabilities that Expero has put together.
A Fraud Series - Part Six: Insider Threat Security
An insider threat is a vulnerability of a system resulting from people within the organization. This can be intentional or unintentional: accidental breaches due to negligence or phishing are possible. Using the Connected Toolkit, we can use data from within a company’s system to predict where potential insider threats will occur.
Ethical Thinking in Technology
Today we’re discussing some of the questions that arise from the current conversations surrounding ethics and technology. From security and privacy concerns to issues of conscience and ethical training within the tech industry, join us as our tech experts weigh in with their thoughts and questions.
A Fraud Series - Part Five: Cybersecurity Detection and Prevention
Data breaches, which can expose emails, passwords, credit card information among other personally identifiable information, are a constant concern for companies who store client data. Our Connected Toolkit alerts users when suspicious behavior occurs, provides the data to learn from prior breaches, and enables you to predict where fraud will happen next.
A Fraud Series - Part Four: Building a Fraud Detection System
Building a useful fraud detection system requires bringing many tools together and making them work together to bring undetected anomalies to light.
Cut Costs with Insurance Fraud Solutions
The focus of this webinar is to identify areas in which Machine Learning, Visualization, and Graph technology can increase the accuracy of claims fraud identification by over 21%, and to show how including 'Human-in-the-loop' can get you ahead of your state's legislation.
Webinar: The Future of the Financial Desktop
During this panel discussion with industry experts on how the future of the financial desktop is evolving, we talk through different ways enterprises and solution providers should be thinking about their desktop strategies.
A Fraud Series - Part Three: Types of Fraud Identified by a Detection System
It is important to note that as time goes on, fraudsters will continue to adapt to rules and regulations that attempt to prevent them from committing fraud. While supervised detection systems can detect certain types of fraud well, oftentimes analysts don’t immediately know whether new patterns are indicative of fraud or not. This is why it is important to use an unsupervised system that can learn not only from existing patterns, but from new patterns as well.
Refactoring
Join us as our expert panel discusses the ins and outs of refactoring. We’ll talk through when it’s appropriate, lessons learned, risks and rewards, and other helpful tips from our years of experience.
2022 Trends in Fraud + AML
The focus of this webinar is to highlight Machine Learning, Visualizations, and Graph technology trends in 2022 that will increase the accuracy and output of systems, and how including the ‘Human in the Loop’ can get your teams ahead of potential gaps in your anti-fraud solutions and government AML legislation.
A Fraud Series - Part Two: Adapting Technology to Fight Fraud
This post looks at the different technology approaches and adaptations to finding and detecting fraud, and the technology behind Expero's Fraud Product.
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