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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.

What are Graph Databases and Why Should I Care?

Have you ever stopped to understand what graph databases are and what they can do for you? Graph databases and graph processing frameworks are all the hype in the NoSQL world at the moment. The ecosystem is constantly evolving and different datastores of processing frameworks are coming out what seems like weekly. The truth is that graph databases are a great way to solve certain application problems in areas such as personalization and recommendation, logistics, master data management, social networks, fraud or IoT but many people are completely lost when they step foot into the exosystem. In this session we will help you make sense of the graph ecosystem with an examination of a variety of graph datastores (e.g. Neo4j, DSE Graph, Titan, OrientDB, etc.) and graph processing frameworks (e.g. Giraph, GraphX, Elasticsearch Graph, GraphQL, Pregel, etc.). We will then discussing how you might use these technologies to augment or replace complex portions of your applications. In the end you will walk away with a better appreciation for the practical aspects of the graph ecosystem and you might even find out how to remove that complex recursive SQL CTE that gives you nightmares.

Supply Chain: Inventory & Resource Management

Get more insight into your resources. Estimate ahead of time certain needs and gaps in your production line.

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 converge on the industry. During this webinar, our panelists discuss trends and technology that they expect to see in the wealth management space in 2023.