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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.

Unify and Conquer: Combating Cybercrime with Next-Gen AI and Analytics

Fight cybercrime with AI & next-gen analytics! Unify teams, improve accuracy, & streamline investigations. Watch our webinar.

Tasktop

Tasktop legacy client-server platform had a steep learning curve for deploying integrations. In addition to moving to the web, Tasktop wanted to enable a broader, less skilled user audience to configure and deploy integrations. Expero created a novel user experience for the new web-based platform that has far exceeded Tasktop’s user adoption goals!

Amazon Neptune: First Impressions

As of late Q2 of 2018, there’s a new entry into the graph database marketplace, Amazon Neptune.