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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.

Wizards for Setup Pages

Q: For setup pages which are generally only used for getting started, do you recommend wizards to guide the user through the steps?

Serverless Authentication with AWS Lambda@Edge & Auth0

Learn how to protect your resources by setting up serverless OAuth authentication with Auth0 and AWS Lambda@Edge.

Customer 360 in Financial Services

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