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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.

Graph Product Selection

During this webinar, we'll dive into the factors that business and technical leaders should consider when making technology choices for Graph processing and how to apply them for your particular industry and use cases.

Horizontal Scrolling

Q: How do you design a transactional page that requires horizontal scrolling? Do you freeze the left frame like Excel, or use tabs?

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.