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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.

Software Craftsmanship in Context

Learn how Software Craftsmanship powers up Agile methods to move fast in complex projects.

With All of the Graph DB Options, Now is the Time to Learn Gremlin

DataStax released 5.1, Neo4j released 3.2, Microsoft announces CosmosDB; there’s a lot of stuff happening in the graph database world. Looks like a prime time for some Gremlin training.

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.