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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.

Machine Learning: Gaining & Keeping Trust

Machine learning and artificial intelligence are often subjects of heated debate around privacy, ethics, sustainability, job security, and sometimes even world domination. So how can data scientists, designers, and developers navigate that very real tension to build systems that are both trustworthy and trusted by their users? Join us as we discuss some of the concerns and solutions to these questions. Book recommendation by Dr. Graham: Army of None: Autonomous Weapons and the Future of War Learn more about machine learning solutions with Expero: experoinc.com/tag/machine-learning Have questions or thoughts about what we discussed today? Contact us at podcast@experoinc.com or on Twitter @experoinc

Advice for Graduating Students in Tech

Preparing to enter the workforce can be daunting and often comes with numerous questions and unknowns. Where should I apply? How long does it take to find a job? Do I need to start with an internship? What if I don’t know exactly what I want to do yet? How can I tell if the company I’m applying at is a good fit? Join us as we discuss all these questions and more.