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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.

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.

Horizontal Scrolling

Q: How do you design a transactional page that requires horizontal scrolling? Do you freeze the left frame like Excel, or use tabs?

ZooKeeper Usage 5: C# IObservable

One of ZooKeeper’s nice features is the ability to set up a watch on a node, and be updated whenever it changes.