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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.

User Experience Is Not Graphic Design

Q: I have a new job as a UI designer, and my company just doesn’t understand User Experience. Development runs the show, and they think my job is to design icons and color palettes. What’s the best way to explain UX so that everybody gets it?

Jetpack AI Assisted Analytics Module

Expero’s Jetpack AI Assisted Analytics Module is an innovative solution designed to elevate the approach to data analysis through the integration of advanced artificial intelligence.

Graph & Machine Learning for Fraud Detection

Use Machine Learning and Graph to Stop Fraud Before it Starts