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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.

Sunsetting Products

Join us as we discuss the reasons for and ways to approach the final phase of the product's lifecycle.

Optimizing A Multi-National Supply Chain

Bringing Visibility to a Complex Data Lake

The Three Paradigms of GraphML

Graph machine learning (graphML) is a subset of deep learning with much higher accuracy because big data records are linked together by their relationships.