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Dive into our world and find out what we have to say about technology, UX, and software development.

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.

Toward a Screenless World?

Several years ago, I attended a neat speech by a young but awesome UX Designer named Golden Krishna, with credentials ranging from product innovating at Samsung, to designing at Zappos, to writing for major publications. The speech was titled “The Best Interface Is No Interface,” and the room was packed—presumably full of user interface designers. It was a great hook.

Unlocking Portfolio Optimization with Compliance Opportunities with ML & Advanced Analytics

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.

Mental Health in Consulting

Our own mental health is an important yet often overlooked part of our lives that affects everything we do. Burnout, anxiety, and stress often plague the world of consulting and require a proactive strategy to combat. Join us as we discuss how to foster a company culture of respect, openness, and care toward mental health needs as well as some of the strategies Expero has implemented to better support and care for employees. Have questions or thoughts about what we discussed today? Contact us at podcast@experoinc.com or on Twitter @experoinc Resources: • Suicide prevention hotline: 1-800-273-8255 • 911 for life threatening emergencies (note: suicide prevention and mental health providers will use 911 as a last resource if they are unable to diffuse the situation). • 1-800-273-TALK (8255) or Live Online Chat with the National Suicide Prevention network, where you can talk to training professionals. Can provide crisis counseling and mental health referrals. • 1-800-662-HELP for Substance Use and Disorder Issues. • 1-877-SAMHSA7 (662-4357) SAMHSA is a Government Administration under the US DHHS, tasked with helping to provide referrals to mental health providers, and can act as a crisis hotline. • State, county, and citywide hotlines (vary by state/county). • Some states provide COVID-19 Crisis Counseling hotlines, Veteran Crisis hotlines and Teen crisis hotlines.