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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.

Fitting the Data: How NOT to do a Graph Database in SQL

We talk about data, and how several data concepts such as “Big Data” and “NoSQL” are currently in the vogue. But just as all politics i...

Why Selecting Language Models is so Hard

Selecting the right language model is crucial for successful AI applications. Learn how to navigate the complexities and make informed ...

Fighting Financial Crimes with Graph Analytics

This session will focus on how new ML and graph analytics work together with simple deep link visualization to reduce false positives b...