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Building on Digital Transformation - Integrating, Scaling, and Streamlining Wealth Management for the Future

2/19/25 11:00

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Digital Wealth & Online Brokerages
Solutions

Smarter Next-Gen Digital Wealth Solutions 

Turn complex data into clear, personalized investor experiences. Expero builds intuitive, data-driven interfaces that increase engagement, drive retention, and keep you ahead of the competition.

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Digital Wealth & Online Brokerages
The Challenge

Today’s investors expect more

They want real-time insights, personalized guidance, and seamless digital experiences.

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But legacy systems and siloed data make it hard to keep up. To stay ahead, you need more than a fresh interface– You need connected systems, smarter insights, and a foundation built for the future.

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Innovating with market-leading partners 

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Outcomes

Transform digital wealth experiences
Smarter, faster, and with less friction

We modernize legacy systems, unify connected data, and build next-gen platforms that turn insight into action. Our solutions help you deliver the personalized experiences today’s investors expect, without slowing down your roadmap.

Enhance Investor Engagement

Deliver real-time insights, personalized recommendations, and seamless user journeys that build trust and drive retention.

Streamline Operations

Unify siloed data and automate manual workflows so your teams can focus on strategy, service, and scale.

Adapt at Speed

Launch faster and respond to market shifts with modular, cross-platform solutions built to evolve with your business.

Gain a Competitive Edge

Leverage AI-driven tools and predictive analytics to differentiate your platform and stay ahead of investor expectations.

Workflow Management

Validated and accurate data help streamline operations and make it simple to automate certain actions. Our workflow management tools drive efficiencies in your workflows and save valuable time.

Enhance Investor Engagement
Enhance Investor Engagement
Enhance Investor Engagement
Enhance Investor Engagement
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Optimal delivery
Finance

Launch Faster.

Scale Smarter.

Deliver innovation faster with modular components designed to integrate seamlessly with your existing systems– not replace them.

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Our thinking

Dive into our world and find out what we have to say about technology, UX, and software development.

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Upcoming Event

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.
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Blog

Multi-Tenant Applications in DataStax Graph

How do you handle customer #2? You delivered an MVP of some hosted software for customer #1. Your brother-in-law knows a guy who has a similar problem and after a lunch meeting, now you need to add customer #2 to your incubating SaaS tool. Of course customer #1 and customer #2 shouldn’t be able to see each other’s data, but you don’t necessarily want to install and configure everything all over again just because you added another customer.

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Webinar

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 real-time data visualization and analysis.

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Blog

Building a Distributed Data Ingestion Pipeline

Building a data ingestion pipeline using Spark, Kafka, DataStax, Nifi, and Pentaho.

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Learn more about how our Expero is transforming operations in Wealth and pioneering innovative client interactions.