Reimagine growth at Elevate – Dallas 2025. See the Agenda.

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Videos
Banking Industry Insurance Industry

The Future of Financial Crime Compliance in Banking and Capital Markets | Videos

by Ronak Doshi and 2 others
PEAK Matrix®
Property and Casualty (P&C) Insurance BPS PEAK Matrix® Assessment 2025
Banking Industry Insurance Industry

Property and Casualty (P&C) Insurance BPS PEAK Matrix® Assessment

by Ronak Doshi and 4 others
Events

P&C Insurance Process Transformation: Reinventing TPA Partnerships | LinkedIn Live

Thursday, October 9, 2025

8:00 am PT | 10:00 am CT | 11:00 am ET | 4:00 pm BST | 8:30 pm IST

LinkedIn Live

1 hour

Events
Reimagining Retirement: How AI Is Transforming the u.s. Retirement Industry

Reimagining Retirement: How AI Is Transforming the U.S. Retirement Industry | Webinar

Friday, September 5

2:00 pm | ET

Videos
Banking Industry Financial Services Industry Insurance Industry

Agentic AI in Financial Services: Adoption Trends, Challenges, and Opportunities | Videos

by Ronak Doshi and 3 others
Market Insights™
The_Front_Office_in_Wealth_Management_Is_Evolving
Banking Industry

The Front Office in Wealth Management Is Evolving | Market Insights™

by Ronak Doshi and 4 others
Market Insights™
WealthTech_Platforms_Are_Enhancing_Client_Management_Through_Automation_Intelligence_and_Behavioral_Personalization
Banking Industry

Wealthtech Platforms Are Enhancing Client Management Through Automation Intelligence and Behavioral Personalization | Market Insights™

by Ronak Doshi and 4 others
Market Insights™
New_Business_Acquisition_in_Wealth_Management
Banking Industry

New Business Acquisition in Wealth Management Is Marked by High Customization, Data Fragmentation, and Uneven Digital Maturity | Market Insights™

by Ronak Doshi and 4 others
Market Insights™
From_Reactive_Service_to_Predictive_Engagement
Banking Industry

From Reactive Service to Predictive Engagement: The Emerging Future of Client Management in Wealth Management | Market Insights™

by Ronak Doshi and 4 others
Blogs
Executive Order 14178 European Banking Authority

Beyond Borders: How Executive Order (EO) 14178 And European Banking Authority’s (EBA) 2025 Opinion Are Resetting AML Strategy Amid Rapid Crypto Integration and Regulatory Alignment | Blog

by Ronak Doshi and 3 others