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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.

Changing Navigation for Logged-In Users

Q: Is it OK to change the navigation of a website once users have logged in?

Applying Notebook Analysis in Your Trading Applications

The key learning topics of this webinar include: common scenarios where data science techniques are being used in trading situations, how lack of engineering rigor or audit controls may affect the results in these situations, and how the common data science notebook paradigm can be embedded in not just in your environment - but in your applications to apply that rigor.

Stakeholder Alignment

Q: I’m designing the UI for an application, and people here have different ideas about what this product should do. How am I supposed to design when I don’t know what I’m designing?