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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.
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.
Machine Learning for Supply Chain & Logistics
This post explores Machine Learning for Supply Chain & Logistics
UI Design Patterns for Navigating Complex Data Sets
Using UI design patterns can lead to a 50% increase in product development efficiency, and it can dramatically improve usability and user adoption.
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Tim Baker, CFA Joins Expero as Managing Director, Financial Services Practice Lead
Expero is excited to announce that Tim Baker has joined our company as the Managing Director, Financial Services Practice Lead.
Expero Announces Turn-Key Anti-Fraud Solution Availability on AWS Marketplace
Expero is announcing the CoNNected for Financial Crimes platform, an all-in-one application to help fraud teams through dashboards, alerts, network investigation and exploration, case management, and reporting, is now available on the AWS Marketplace.
Expero Announces Turn-Key Anti-Fraud Solution Availability On Microsoft Azure Marketplace
Expero is announcing the CoNNected for Financial Crimes platform, an all-in-one application to help fraud teams through dashboards, alerts, network investigation and exploration, case management, and reporting, is now available on the Microsoft Azure Marketplace.
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