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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.

Mentorship

Join us as we discuss how we approach mentorship at Expero, why we feel mentorship is so important, and various methods and approaches to mentorship that we’ve found particularly effective.

Best Practices for Creating Useful & Usable Interactive Visualizations

Expero's Lynn Pausic and Chad Huff present best practices for creating useful and usable interactive visualizations for complex data sets, starting with ascertaining what your users will do with the data.

2022 Trends in Fraud + AML

The focus of this webinar is to highlight Machine Learning, Visualizations, and Graph technology trends in 2022 that will increase the accuracy and output of systems, and how including the ‘Human in the Loop’ can get your teams ahead of potential gaps in your anti-fraud solutions and government AML legislation.