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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.

Christmas Special Pt. 4: New Partners & Licensing

A lot has happened over the last year. Santa has been approached by multiple interested parties who are interested in licensing his software for their own projects and holidays, and now he even has a reformed partner who has identified several opportunities for improvements.

Improving ML Accuracy & Trust with Humans in the Loop

Lynn Pausic, cofounder of Expero, discusses five ways to use 'humans-in-the-loop' to improve machine learning accuracy & increase trust during the online CTO Summit on data science.

A Fraud Series - Part Five: Cybersecurity Detection and Prevention

Data breaches, which can expose emails, passwords, credit card information among other personally identifiable information, are a constant concern for companies who store client data. Our Connected Toolkit alerts users when suspicious behavior occurs, provides the data to learn from prior breaches, and enables you to predict where fraud will happen next.