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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.

UX Design for Modern Financial Services Applications

The focus of this webinar is to share some of the important design and technology factors that enable you to build successful front- and middle-office applications.

Introducing User-Centered Design

Q: I am the only Information Architect + Designer in an IT Solutions company. I am also fresh out of college. How can I introduce some processes to work with the programmers / coders who are working on Enterprise Solutions?

Fraud Prevention in Financial Services Using Google Cloud Bigtable & Janusgraph

Learn how Google Cloud Bigtable, Pub/Sub, and BigQuery with JanusGraph can help to identify risk and fraud patterns in order to quickly respond. Many new fraud rings use sophisticated measures for credit card and other methods of fraud. Utilizing Google Cloud Platform products and services with JanusGraph will allow you to see beyond individual data points and uncover difficult-to-detect patterns. Join us to learn how to maximize time and resources with Graph.