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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.

Tasktop

Tasktop legacy client-server platform had a steep learning curve for deploying integrations. In addition to moving to the web, Tasktop wanted to enable a broader, less skilled user audience to configure and deploy integrations. Expero created a novel user experience for the new web-based platform that has far exceeded Tasktop’s user adoption goals!

Supply Chain: Inventory & Resource Management

Get more insight into your resources. Estimate ahead of time certain needs and gaps in your production line.

UX Design for Data Intensive Products & Expert Users

Learn how to create intuitive and effective interfaces for domain experts. Discover strategies for working with complex data sets, visualizing information, and leveraging AI. Build a strong foundation for data-driven product development.