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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.

Your App Is Slow: Boiling the Frog

How many times has a customer come and told you your product was “slow”? In this multi-part series, we will discuss how “slow” happens, and how you can fix it.

Do You Need a Graph Database?

We are in an era of unprecedented innovation in databases. Data-intensive companies are grappling with whether the many new options — NoSQL, Key-Value, Document, Column Family, Column-Oriented — are appropriate for them. The commercial success of Facebook and LinkedIn makes graph databases a hot area of investigation. Unlike many new databases, they are not a variation on or a simplification of relational databases. Instead they require new ways of thinking and modeling data. In return they can answer truly novel questions.