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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.
Navigating KYC Regulatory Changes: Leveraging AI and ML for a Scalable, Efficient, and Risk-Mitigated Program
Discover how to streamline your KYC onboarding process, enhance risk assessment, and bolster your organization's financial crime defenses using AI, ML, and Dow Jones Risk and Management Data. Learn about the benefits of creating a Fusion Center for KYC, Cyber, AML, Crypto, and Fraud teams.
Healthcare Round Table with Graph and Kafka
Healthcare with Graph and Kafka
It’s Not Ready Yet, but It’s Not What You Think: A Case for User Engagement before Market Engagement
One of the major hesitations from product stakeholders regarding end-user engagement, specifically user testing, is that they often don’t want anyone to see it till it’s “perfect” or “ready” or “MVP.”
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Tim Baker, CFA Joins Expero as Managing Director, Financial Services Practice Lead
Expero is excited to announce that Tim Baker has joined our company as the Managing Director, Financial Services Practice Lead.
Expero Announces Turn-Key Anti-Fraud Solution Availability on AWS Marketplace
Expero is announcing the CoNNected for Financial Crimes platform, an all-in-one application to help fraud teams through dashboards, alerts, network investigation and exploration, case management, and reporting, is now available on the AWS Marketplace.
Expero Announces Turn-Key Anti-Fraud Solution Availability On Microsoft Azure Marketplace
Expero is announcing the CoNNected for Financial Crimes platform, an all-in-one application to help fraud teams through dashboards, alerts, network investigation and exploration, case management, and reporting, is now available on the Microsoft Azure Marketplace.
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