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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.

Managing Secrets in a Cloud World – Introduction

If your application does anything interesting, it has secrets. No, not that no one remembers how your code works, or that that one dev put a curse word in his checkin once. Not those kind of secrets. We’re talking about database passwords, secret API keys, per-user encryption keys, and the like. For a long time, web developers put those in configuration files or read them from files which programmers promised never to accidentally check in. Cross your heart.

Applying Notebook Analysis in Your Trading Applications

The key learning topics of this webinar include: common scenarios where data science techniques are being used in trading situations, how lack of engineering rigor or audit controls may affect the results in these situations, and how the common data science notebook paradigm can be embedded in not just in your environment - but in your applications to apply that rigor.

UX Design for Modern Financial Services Applications

The focus of this webinar is to share some of the important design and technology factors that enable you to build successful front- and middle-office applications.