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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.

ZooKeeper Usage 4: .NET API and Tasks

ZooKeeper’s “native” client APIs are C and Java. If you’re programming in .NET (or Python, or a few other languages), the docs helpfully point out that some friendlies have programmed clients that “might” work for you. “Might” is frustrating, as is the possibility that the libraries are behind. So we used the Java version anyway, and made it a little more idiomatic .NET. It turns out to be a nice look at how to use Java from .NET, and how to implement Task and IObservable patterns by by hand.

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 sophistication creating losses in the billions.

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 reason, you can’t speak with end users to validate what you’re building? Join us as we discuss these challenges and share some helpful methods we’ve employed when navigating these constraints.