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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.

User Data Sources

Q: We get feedback from users when we’re able to do usability tests, which is not often enough. What other sources are good for user data?

Order Matters: Handling Message Sequencing in Spark

Messages coming into your Spark stream processor may not arrive in the order you expect. Learn how to handle the unexpected with Spark, Databricks, and JanusGraph, DataStax, Neo4j, or Microsoft Cosmos DB.

Opioid Fraud Detection Using Deep Embedding

Using deep machine learning recommender system technology, Expero detects health care opioid fraud.