Insights gallery

Explore our thinking

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 Requirements and End-User Requirements

Q: My company thinks about customer requirements but does not think about end-users. What’s your advice?

Unlocking Portfolio Optimization with Compliance Opportunities with ML & Advanced Analytics

The focus of this webinar is to identify how to use Machine Learning and Connected Data to increase output and accuracy for Portfolio Managers, allowing them to make higher quality decisions with real time data.

Creating Useful & Usable Interactive Visualizations (Online Seminar)

Ever wonder about the best way to visualize your application’s data sets?