Insights gallery

Explore our thinking

Dive into our world and find out what we have to say about technology, UX, and software development.

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.

Sunsetting Products

Join us as we discuss the reasons for and ways to approach the final phase of the product's lifecycle.

Capacity Planning - Predictive Capability in Supply Chain

How capacity modeling can offer the best protection against erratic market demand

Saving Time and Money with Wireframes

Wireframes are intended to call out key moments and interactions in software design in order to provide clarity into how something should look, feel, and function.