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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.

Creating Tasks for Usability Tests

Q: When evaluating a web site, what is the correct process to create tasks for a user test?

DataStax Astra Demo

Explore building and connecting applications in Astra Cloud that connect to Cassandra via a sample traditional supply chain application demo that visualizes supply, demand, risk, and more.

The Sunk Cost Fallacy

Today we’re discussing the sunk cost fallacy - what it is, why it matters, and what to do when you find yourself or those around you buying into it. Have questions or thoughts about what we discussed today? Contact us at podcast@experoinc.com or on Twitter @experoinc