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
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
PEAK Matrix®
Capital Markets Operations Services PEAK Matrix® Assessment 2025
Banking Industry

Capital Markets Operations Services PEAK Matrix® Assessment

by Manu Aggarwal and 4 others
Events

Segments, Signals, and Strategy: BFS Tech Coverage and Trends | LinkedIn Live

August 21, 2025

On-Demand LinkedIn Live