Explore our Finance Insights

Provides and overview of how the Morningstar powered Mutual Fund Screener works, and how it can be integrated into other Morningstar data.

Discover how IPC and Expero revolutionized voice trading with Here™. Learn about their journey from concept to deployment and how a modernized OneView Portfolio enhanced the trader experience.

Discover how Expero is revolutionizing data-driven decision making with its innovative screeners. Learn about the limitations of traditional screeners and how Expero's advanced features, including enhanced usability, robust analytics, and accessibility compliance, can empower your organization.

iscover how GenAI is revolutionizing Finance. Learn about strategies to create intuitive AI-driven experiences that improve usability, build trust, and address unique challenges faced by financial professionals and consumers.

Unleash the power of Generative AI for finance workflows! Join our webinar & learn how to streamline data & decision-making.

Watch our demo on how Expero's Connected software fights cyber crime using AI and real-time analytics.

Fight cybercrime with AI & next-gen analytics! Unify teams, improve accuracy, & streamline investigations. Watch our webinar.

Watch our webinar and learn to modernize finance desktops with FDC3 & OpenFin. Streamline development, enhance UX, and future-proof apps.

Connected Jetpack: An AI-assisted analytics module for navigating complex data and generating actionable insights!

Expero's Connected Finance platform simplifies financial data analysis with Morningstar insights. User-friendly, quick to market, and easily integrates. Make informed decisions fast.

Wealth managers struggle with data overload. Jetpack, powered by Generative AI, helps extract insights, streamline workflows & enhance client service. Learn how it works!

Uncover the impact of technology on wealth management in 2024. This webinar dives deep into optimizing workflows, crafting user-friendly digital experiences, and leveraging AI for efficient portfolio management and personalized investment strategies. Additionally, the session will address ethical considerations, cybersecurity risks, and the impact of data privacy and regulations.

Listen as guests join us from OpenFin and Microsoft to discuss how AI is influencing the financial desktop and what new technologies are on the rise.

During this webinar we provide an in-depth look at the challenges of trade surveillance and how financial institutions can use technology and best practices to protect themselves from financial crimes.

The webinar will delve into key considerations when designing front-end applications for capital markets, including how to incorporate real-time data visualization and analysis.

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.

During this webinar, our speakers from Expero and Microsoft discuss expected trends in 2023 for Financial Crimes.

The second webinar in a series on the future of the financial desktop. We will identify how to unlock new technology and show how ML techniques can be used with existing technology to drive productivity.

During this panel discussion with industry experts on how the future of the financial desktop is evolving, we talk through different ways enterprises and solution providers should be thinking about their desktop strategies.

The focus of this webinar is to highlight Machine Learning, Visualizations, and Graph technology trends in 2022 that will increase the accuracy and output of systems, and how including the ‘Human in the Loop’ can get your teams ahead of potential gaps in your anti-fraud solutions and government AML legislation.

The Future of the Financial Desktop

There is a gap between BI dashboards and hand-coded rich transactional applications that Expero finds itself in all the time. Especially in the capital markets, it's just too hard to integrate data from multiple systems and build an immersive and productive experience.

During this webinar, Expero and Tigergraph will discuss how new ML and Graph analytics can work together with simple deep link visualization to increase detection accuracy, decrease false positives, and increase transparency between silos to allow real time alerting to avoid sanctions and fines.

During this webinar, TigerGraph and Expero will discuss how to visualize cyber threat information using Graph & ML, and how new technology can help Financial Services team fight cyber fraud.

Get a quick look at the Expero connected toolkit for finance with OpenFin. Explore the market and company overview panels, and see how these integrated feeds allow one to view multiple sources of data when reviewing assets.

Get a quick look on how to synchronize the trader desktop and the trade sanctions back office functionality to identify real time issues and avoid sanctions in trades, settlements, AML risk profiles and non-compliance.

This session will focus on how to synchronize the trader desktop and the trade sanctions back office functionality to identify real time issues and avoid sanctions in trades, settlements, AML risk profiles and non-compliance.

The focus of this webinar is to identify how to use Machine Learning and Connected Data to increase output and accuracy for Portfolio Managers, allowing them to make higher quality decisions with real time data.

In this talk we’ll discuss patterns and anti-patterns from real-world projects including: how to split your application into components, using components in data & analytics for agility, enabling users to configure and “no-code” their own applications, and how components help to sequence a modernization program.

The focus of this webinar is to show you how new technology trends in 2021 can increase the usability and accuracy of your finance analytics.

Delve into the dashboard capabilities of Expero's Financial Services Toolkit, used for portfolio analysis and recommendation, compliance information, and team sharing workflows.

Take a deeper look into how Expero's Financial Services Toolkit widgets are built, including: balancing through trade, running 'The Art of the Possible' scenarios, and compliance interactions with Jupyter Notebook.

The focus of this webinar is to identify how technological advances can directly increase the accuracy and shorten process time for ‘Human in the Loop.'

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.

This webinar offers a closer look at OpenDoor and how it works for its users, and insight as to how the product was made, usability, product, and software challenges that brought it to life as presented by Expero and OpenFin.

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.

Learn more about how Expero partners with TigerGraph in TigerGraph Toolkits for Financial Crimes, increased visibility & optimization with ER/MD demos, C360 applications, use cases involving the Financial Services industry, and more.

Fraud Detection and Prevention in Finance

Real World Platform & UX Design for the Modern Financial Desktop

Demonstration of Expero workbench for detecting and investigating fraudulent activity such as AML, credit card transactions and internal threats.

Financial Services Round Table with TigerGraph

Building data products in your organization to realize data science ROI and never before seen data insights.

Utilizing real time optimization with an event streaming platform.

Customer 360 in financial services showing segmentation and churn avoidance, sentiment score, and best next conversation.

This demo explores Portfolio Optimization for Alternative Investments

Trading Alternative Investments using Connected Data & Machine Learning

Structured Finance investors often miss opportunities to maximize portfolios due to a lack of state of the art tools and processes.

Wireframes are intended to call out key moments and interactions in software design in order to provide clarity into how something should look, feel, and function.

Learn how Google Cloud Bigtable, Pub/Sub, and BigQuery with JanusGraph can help to identify risk and fraud patterns in order to quickly respond. Many new fraud rings use sophisticated measures for credit card and other methods of fraud. Utilizing Google Cloud Platform products and services with JanusGraph will allow you to see beyond individual data points and uncover difficult-to-detect patterns. Join us to learn how to maximize time and resources with Graph.

Learn how Google Cloud Bigtable, Pub/Sub, and BigQuery with JanusGraph will increase customer loyalty, identify and resolve customer issues and provide strategic up-selling capabilities. Utilizing Google Cloud Platform products and services with JanusGraph will allow you to visualize the customer journey, increasing customer satisfaction by providing meaningful interactions. Watch to learn how to maximize resources with Graph and finally get an all encompassing view of your customer.

Example of how financial institutions can use an all encompassing view of their customer to cross-sell and up-sell.

Accelerating IoT, Finserv, and Supply Chains with JanusGraph and Cloud Bigtable

Graph, Enterprise search, and enterprise analytics for financial services. Specific topics include customer 360, best next conversation, cross-sell and up-sell for product recommendation, and churn avoidance.

Transaction investigation and treasure mapping with KPIs using graph technology, high performance search, and high performance analytics.

Reinforcement Learning of a deep neural network has been applied to the problem of supply chain logistics: In a stochastic environment, how to optimize pickup and delivery schedules.

Learn how DataStax Graph Technology can help to identify risk and fraud patterns in order to quickly respond. Many new fraud rings use sophisticated measures for credit card and other methods of fraud. Utilizing DataStax Graph Technology will allow you to see beyond individual data points and uncover difficult-to-detect patterns. Join us to learn how to maximize time and resources with Graph Technology vs. traditional relational database platforms. If there are new ways to commit fraud these days, shouldn't your company have new ways to prevent it? What You'll Learn Detection and anomaly identification - discuss ROI and time: the value of early detection.Progressive Disclosure - The ability to drill in as items are presented as requiring interaction. Create the ability to allow large data viewing without overwhelming users with millions of data points.Scoring and use of algorithms - The ability to score and create usable information from multiple sources. Creation of scorecards and risk calculations for indicating to users what to spend time on and look at more closely.Visual representation of risks, anomalies, hot spots and heat maps and need for human interaction. Creation of easy to identify visual screens and dashboards for key decision makers that allows for real time diagnostics.

Moving to a public or private cloud can dramatically reduce operational costs and speed up delivery of key features. But how do you get there from here? In this seminar we’ll jump into pragmatic ways to improve the way legacy applications are built and deployed as well as how to take an incremental approach to modernize those applications.

This post explores Alternative Investments: Part 1

This post explores Alternative Investments: Part 2

This post explores Alternative Investments: Part 3

This post explores Bond Trading Platform Software.

This post explores Machine Learning For Structured Finance.

Iconixx legacy code base and user experience once cutting edge had become dated. They were concerned that the dated look and lack of mobile options could make them vulnerable.

OpenDoor Trading was creating a brand new product that needed to be innovative. However the trading community had long held expectations about how trading interfaces behave and low tolerance for traditional user studies and adopting new usability paradigms.