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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.
Customer 360: Cross-Selling & Up-selling
Example of how financial institutions can use an all encompassing view of their customer to cross-sell and up-sell.
Improving Stakeholder Value by Mitigating Insurance Losses through Analytics & Machine Learning with Tarleton Analytics Institute
The focus of this webinar is to identify how technological advances can directly increase the accuracy and shorten process time for ‘Human in the Loop.'
Product Spotlight: Advanced Energy Solutions
During this webinar, we will explore how the exchange platform harnesses the power of ML, real-time IoT, and nodal db technology driven by easy-to-utilize visualizations to become a DERM or a 'Virtual Power Plant' (VPP).
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Tim Baker, CFA Joins Expero as Managing Director, Financial Services Practice Lead
Expero is excited to announce that Tim Baker has joined our company as the Managing Director, Financial Services Practice Lead.
Expero Announces Turn-Key Anti-Fraud Solution Availability on AWS Marketplace
Expero is announcing the CoNNected for Financial Crimes platform, an all-in-one application to help fraud teams through dashboards, alerts, network investigation and exploration, case management, and reporting, is now available on the AWS Marketplace.
Expero Announces Turn-Key Anti-Fraud Solution Availability On Microsoft Azure Marketplace
Expero is announcing the CoNNected for Financial Crimes platform, an all-in-one application to help fraud teams through dashboards, alerts, network investigation and exploration, case management, and reporting, is now available on the Microsoft Azure Marketplace.
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