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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.

Chatting with Data: Interrogative UIs for Exploratory Data Analytics

Natural language processing is a powerful tool in building investigatory user interfaces for data exploration. See how conversation UI can be used to interrogate highly connected data to produce context driven data visualization and analytics.

When confronted with a problem...

Back in the 1990s, if you wanted to interview a C++ programmer, you’d ask him to write a string class. My programming homework counted words or wrote versions of grep(1). Perl made one form of regular expressions popular with the masses.That’s what you cut your teeth on. Now most every language you learn to program in has a Unicode-compliant standard string library which most people don’t think much about anymore. For most of us, it’s a solved problem. (Though there are fun exceptions.)

Expero Jetpack

Connected Jetpack: An AI-assisted analytics module for navigating complex data and generating actionable insights!