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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.

Declarative Logic with Knockout

Implementing this new logic “the declarative way” is an interesting and typical example of how we use Knockout and Rx to capture the logic and business rules in declarative statements that just work and avoid the complex logic you’d need to implement this functionality imperatively.

Top 5 Tools for Lean UR

Lean UX and the Agile mind-set are all about efficiency - emphasis on forward progress, no project management bells and whistles, cut the deliverables, go-go-go.

Refactoring

Join us as our expert panel discusses the ins and outs of refactoring. We’ll talk through when it’s appropriate, lessons learned, risks and rewards, and other helpful tips from our years of experience.