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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.

Entity Resolution Module Demo

Gain a complete 360-degree customer view with our advanced integration solution. Utilize cutting-edge graph and fuzzy matching algorithms to seamlessly connect, enrich, and reveal valuable customer connections from any data source.

Data Day Texas: The State of JanusGraph

Ted Wilmes discusses the state of JanusGraph in the year 2018. Throughout the session he touches on where we are in the world of graph, what is new, and where JanusGraph and Apache Tinkerpop are headed.

Fraud Detection Solutions to Fight Cyber Crime

A discussion on how Graph and Machine Learning work together to detect, prevent, and investigate cyber fraud using capabilities that Expero has put together.