Insights gallery
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
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.
Modernize Your Finance Desktop: Building Cutting-Edge Apps with FDC3 & OpenFin
Watch our webinar and learn to modernize finance desktops with FDC3 & OpenFin. Streamline development, enhance UX, and future-proof app...
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.
Keeping Humans in the Machine Learning Loop
This post explores Keeping Humans in the Machine Learning Loop
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Showing 100 of 100
Building on Digital Transformation - Integrating, Scaling, and Streamlining Wealth Management for the Future
Join our expert panel to explore the future of wealth management, including AI, goal-based planning, modern portfolio construction, and...
The Future of Digital Wealth: Trends Shaping Investment Platforms in 2025
Discover the top digital wealth trends for 2025, including data-driven investing, real-time market data, and hybrid advisory models. L...
Rethinking Generative AI: It's Not Just About Queries
Discover how AI-driven automation, hybrid AI-human collaboration, and user intent-focused AI workflows are transforming decision-making...
.png)
Financial Crimes Workbench
Improve AML efficiency and accuracy. Our visualization tools help investigators quickly identify patterns, reduce analysis time, and mi...
.png)
Trends in Digital Wealth Management with Forward Thinkers
Join our expert panel to explore the future of wealth management, including AI, goal-based planning, modern portfolio construction, and...
Christmas Special Pt. 4: New Partners & Licensing
A lot has happened over the last year. Santa has been approached by multiple interested parties who are interested in licensing his sof...
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 ...
Mutual Funds Screener Demo
Provides and overview of how the Morningstar powered Mutual Fund Screener works, and how it can be integrated into other Morningstar da...
Building the Next Gen Trader Experience: IPC's OneView Portfolio
Discover how IPC and Expero revolutionized voice trading with Here™. Learn about their journey from concept to deployment and how a mod...
Retrospectives
Retrospectives can be a powerful tool to help your team identify weaknesses, celebrate successes, and continually improve. They can als...
User-Centered Screeners: Balancing Accessibility and Effectiveness
Discover how Expero is revolutionizing data-driven decision making with its innovative screeners. Learn about the limitations of tradit...
Lessons Learned with LangChain
Discover the benefits and challenges of using LangChain for LLM integration. Learn about its features, limitations, and alternatives. E...
Modernization
How can you ensure that your modernization effort will be a success? What even counts as modernization? And how can you tell when it’s ...
Navigating KYC Regulatory Changes: Leveraging AI and ML for a Scalable, Efficient, and Risk-Mitigated Program
Discover how to streamline your KYC onboarding process, enhance risk assessment, and bolster your organization's financial crime defens...
GenAI in Finance: Increase Usability, User Trust, and Productivity in AI-Driven Finance Workflows
iscover how GenAI is revolutionizing Finance. Learn about strategies to create intuitive AI-driven experiences that improve usability, ...
The Beautiful Wrong Thing
Sometimes we can get so caught up trying to create something beautiful that we forget how vital it is to consider usefulness as well. J...
UX Design for Data Intensive Products & Expert Users
Learn how to create intuitive and effective interfaces for domain experts. Discover strategies for working with complex data sets, visu...
Meetings
We all know the feeling of being stuck in a meeting that should have been an email. How can you make sure your meetings are actually be...
Expero Jetpack
Connected Jetpack: An AI-assisted analytics module for navigating complex data and generating actionable insights!
Financial Crimes Solutions for Tier 2 Banks
This webinar discusses the challenges faced by mid-sized banks (Tier-2) in complying with Anti-Money Laundering (AML) regulations. It h...
GenAI Agents in Finance: How Generative AI-Driven Workflows Deliver Increased Finance Productivity
Unleash the power of Generative AI for finance workflows! Join our webinar & learn how to streamline data & decision-making.
Cyber security demo with Jetpack
Watch our demo on how Expero's Connected software fights cyber crime using AI and real-time analytics.
Burnout
Burnout in the workplace is a serious issue that is often overlooked, seen as normal, or viewed as taboo to talk about. Join us as we d...
Home Insurance demo
Watch our demo on how to improve efficiency and accuracy in detecting fraudulent home insurance claims.
Automotive Insurance Claim Fraud Demo
Watch our demo on how Graph and TimeSeries data can be a valuable tool for insurance companies in fighting claim fraud.
Unify and Conquer: Combating Cybercrime with Next-Gen AI and Analytics
Fight cybercrime with AI & next-gen analytics! Unify teams, improve accuracy, & streamline investigations. Watch our webinar.
Modernize Your Finance Desktop: Building Cutting-Edge Apps with FDC3 & OpenFin
Watch our webinar and learn to modernize finance desktops with FDC3 & OpenFin. Streamline development, enhance UX, and future-proof app...
Generative AI + UX Roundtable
We recently gathered together to discuss and debate the pros and cons of Generative AI and how it may or may not fundamentally change h...
Combating Claim Fraud: Reduce False Positives with GenAI and Graph
Fight Fraud with GenAI & Graph Tech: Webinar for Insurance Claims
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 i...
Jetpack for Wealth Screener
Connected Jetpack: An AI-assisted analytics module for navigating complex data and generating actionable insights!
Unlocking Insights: Expero's Financial Data and Analytics Solution
Expero's Connected Finance platform simplifies financial data analysis with Morningstar insights. User-friendly, quick to market, and e...
Entity Resolution Module Demo
Gain a complete 360-degree customer view with our advanced integration solution. Utilize cutting-edge graph and fuzzy matching algorith...
Being Wrong
We’ve all been there: you underestimate how long that effort should take, realize your approach isn’t actually the best in this situati...
Lower False Positives in Financial Crimes using LLM/ML and Spatial Analytics
Explore the impact of regulations, tech like Generative AI & ML on AML, cyber, trade surveillance & fraud prevention. Discover solution...
JanusGraph Nuts and Bolts Part 1: Write Performance
Explore your tuning options for increasing JanusGraph write throughput and lowering latencies.
Sunsetting Products
Join us as we discuss the reasons for and ways to approach the final phase of the product's lifecycle.
The Future of Finance: Navigating the WealthTech Revolution in 2024
Uncover the impact of technology on wealth management in 2024. This webinar dives deep into optimizing workflows, crafting user-friendl...
Drive Revenue Growth in Wealth Management with Jetpack: A Powerful Generative AI Solution
Wealth managers struggle with data overload. Jetpack, powered by Generative AI, helps extract insights, streamline workflows & enhance...
From Cool Demo to Full Release
Join us as we discuss what it takes to go from a flashy demo or proof of concept all the way to a fully functioning product.
2024 Trends in Financial Crimes: Navigating the Fight against Financial Crimes through Advanced Analytics and Software Innovation
This educational session will dissect the crucial learning points and engage in lively discussions led by industry experts from FTI Con...
Order Matters: Handling Message Sequencing in Spark
Messages coming into your Spark stream processor may not arrive in the order you expect. Learn how to handle the unexpected with Spark,...
2024 Predictions
Happy New Year! Join us as we reflect back on everything that happened in 2023 and discuss our predictions, concerns, hopes, and dreams...
Feature Bloat or Genuine Value? Understanding Usefulness vs. Usability
Q: In usability tests, people say our application is easy to use. But in the field, very few users are actually using the app. What sho...
Christmas Special Pt. 3: Considering AI & Competitors
We're working with Santa and the 3 Kings again to assess how they can leverage AI to differentiate themselves in the market. Meanwhile,...
Turning AI Aspirations into Real Business Value
Our panel of industry experts from Morningstar, Wayfair, Reuters and Expero will share perspectives from implementing AI across finance...
Combating Claim Fraud: Reduce False Positives with AI, LLM & Graph Database
Insurance Fraud costs businesses and consumers $308.6 billion a year. Learn how Expero and Neo4J can combat claim fraud and reduce fals...
Managing Dysfunctional Projects
Today we're talking all about what to do when you find yourself in the middle of a dysfunctional project, and discussing practical tips...
Navigating Conflict
Today we’re discussing how to approach conflict in the workplace and how, when handled well, it can actually make projects go more smoo...
Lower False Positives in Financial Crimes using LLM/ML and Spacial Analytics
Watch this webinar highlighting why Financial Crimes investigators (AML, Credit Card, Trade Surveillance, and KYC teams) must use new t...
A Quick Note on GPU Accuracy and Double Precision
Single precision vs Double precision on a CPU vs GPU in high performance computing simulation.
Intern Highlight
Today we’re sitting down with several internship facilitators and former interns to hear what sets expero’s internship program apart fr...
An Inside Look at Fraud Detection Software: Leveraging Machine Learning and Graph Technology to Fight Fraud
This blog post discusses the importance of fraud detection and prevention in organizations and introduces Expero's Connected Toolkit as...
Designing For Startups (ft. Dianne Eberhardt)
What unique challenges and considerations need to be taken into account when designing for startups specifically? Join us and special g...
Understanding the Digital Twin
Digital Twins are the next logical step in an IoT implementation. Data storage for a digital twin can include a property graph database...
The Future Of Workflow And The Financial Desktop
Listen as guests join us from OpenFin and Microsoft to discuss how AI is influencing the financial desktop and what new technologies ar...
Asking Good Questions
What makes for a good question? What are the factors and considerations you should consider when formulating a question? How do timing ...
Expero CoNNected Financial Crimes: Kinetica Edition
In this demo we will share our financial crimes field work examples and illustrate how complex data and analytics work together to redu...
Technology Solutions and Trends to Fight Financial Crimes
During this webinar, we delve into the world of financial crimes, shedding light on emerging trends, evolving regulatory frameworks, an...
Expero Summit Highlight
Here at Expero, we recently gathered together and celebrated with our annual Summit in New York City. Join us as we discuss why we valu...
Mentorship
Join us as we discuss how we approach mentorship at Expero, why we feel mentorship is so important, and various methods and approaches ...
Technology Solutions for Trade Surveillance
During this webinar we provide an in-depth look at the challenges of trade surveillance and how financial institutions can use technolo...
Chat GPT
Chat GPT has taken the world by storm, and is quickly changing how both professionals and those just now entering the workforce are app...
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...
The Art of Building Front End Applications for Capital Markets
The webinar will delve into key considerations when designing front-end applications for capital markets, including how to incorporate ...
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...
2023 Technology Trends in Supply Chain
Join Expero and Neo4j in a discussion about improving visibility into your supply chain, and better use of the data you've collected to...
Advice for Graduating Students in Tech
Preparing to enter the workforce can be daunting and often comes with numerous questions and unknowns. Where should I apply? How long d...
Wealth Trends & Technology in 2023
The wealth management industry in the United States is facing a number of significant trends and challenges, as a confluence of forces ...
When is a Project Done
What does it mean to be “Done” with a project? How do you know if everyone agrees about what “Done” really means? How can you plan ahea...
2023 Trends in Fraud and AML
During this webinar, our speakers from Expero and Microsoft discuss expected trends in 2023 for Financial Crimes.
Saying No To Clients
How should you go about saying no to your clients in a way that’s respectful, clear, and doesn’t tank the project? What should you do w...
Christmas Special Pt. 2: Taking Santa’s App to the Next Level
Last year Santa approached us to develop an app to replace his outdated physical Naughty & Nice list, and now he’s asked us to come up ...
Expero CoNNected Financial Crimes
Recent events have created increased focus on Financial Crimes attacks as well as Cyber, AML, and fraud attacks that are growing in sop...
How to Kick Off a Project
What does it look like to start a project off on the right foot? Join us as we discuss best practices, lessons learned, and recommendat...
Product Thinking 101
Product thinking is a bit of a buzzword in the business world today, but what does it really mean, and what does it look like to effect...
Blockchain & Cryptocurrency
Join us for a casual discussion about Blockchain and Cryptocurrency, including some of our concerns and predictions for the future.
Releasing Updates - Slow Drip vs All At Once
When it comes to releasing new features, bug fixes, and UI updates, is it better to release everything all at once or to spread release...
Working With Distributed Teams
Distributed teams, whether spread across cities, time zones, or even continents, are an increasingly normal and expected part of the bu...
Consulting 101
What does it really mean to be a consultant, and is it really all that different from contracting or working as a salaried employee? Jo...
Software Solutions to Fight Retail Fraud
The focus of this webinar is to identify how Machine Learning, Visualizations and new technology like Graph can directly increase the a...
When User Testing Isn't Possible
There’s no way around it: user testing is vitally important in software development. So what options do you have when, for whatever rea...
Connected Financial Crimes - Neo4j White Paper
Building financial crimes software for expert users requires understanding of the specific needs as well as tasks and roles in a larger...
Scope Creep
If we’re honest, scope creep affects most if not all projects at some level, but that may not always be a bad thing. Join us as we disc...
Part Two: The Future of the Financial Desktop
The second webinar in a series on the future of the financial desktop. We will identify how to unlock new technology and show how ML te...
A Fraud Series - Part Eight: Quickly Detect & Prevent Fraud with Expero Connected
Easy to use fraud detection software solutions, such as the Expero Connected Toolkit, reduce the overhead required to track and predict...
A Fraud Series - Part Seven: Detect Fraud with Real-Time Alerts
Alerts are a powerful tool for real time fraud detection systems. Alerts can be used to surface things one normally wouldn’t see in rea...
Fraud Detection Solutions to Fight Cyber Crime
A discussion on how Graph and Machine Learning work together to detect, prevent, and investigate cyber fraud using capabilities that Ex...
A Fraud Series - Part Six: Insider Threat Security
An insider threat is a vulnerability of a system resulting from people within the organization. This can be intentional or unintentiona...
Ethical Thinking in Technology
Today we’re discussing some of the questions that arise from the current conversations surrounding ethics and technology. From security...
A Fraud Series - Part Five: Cybersecurity Detection and Prevention
Data breaches, which can expose emails, passwords, credit card information among other personally identifiable information, are a const...
A Fraud Series - Part Four: Building a Fraud Detection System
Building a useful fraud detection system requires bringing many tools together and making them work together to bring undetected anomal...
Cut Costs with Insurance Fraud Solutions
The focus of this webinar is to identify areas in which Machine Learning, Visualization, and Graph technology can increase the accuracy...
Webinar: The Future of the Financial Desktop
During this panel discussion with industry experts on how the future of the financial desktop is evolving, we talk through different wa...
A Fraud Series - Part Three: Types of Fraud Identified by a Detection System
It is important to note that as time goes on, fraudsters will continue to adapt to rules and regulations that attempt to prevent them f...
Refactoring
Join us as our expert panel discusses the ins and outs of refactoring. We’ll talk through when it’s appropriate, lessons learned, risks...
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 ...
A Fraud Series - Part Two: Adapting Technology to Fight Fraud
This post looks at the different technology approaches and adaptations to finding and detecting fraud, and the technology behind Expero...