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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.

Rethinking Generative AI: It's Not Just About Queries

Discover how AI-driven automation, hybrid AI-human collaboration, and user intent-focused AI workflows are transforming decision-making. Learn how to move beyond query generation for more effective AI applications.

Schema Support in Three Property Graph Databases

Neo4j, DataStax Graph and Janus property graph schema design decisions for vertex and edge definitions.

OpenDoor

OpenDoor Trading was creating a brand new product that needed to be innovative. However the trading community had long held expectations about how trading interfaces behave and low tolerance for traditional user studies and adopting new usability paradigms.