WEALTHTECH TODAY
BLOGS & PODCASTS

WealthTech Today is published by Ezra Group. Here you’ll find articles, podcasts, and technology advice for wealth, asset, and investment management professionals. Topics include portfolio management, financial planning, technology and industry analysis.

Ep. 203: Engaging Advisors Through AI-Powered Collaboration with Mike Sha, SigFig

Come on in and sit back and relax. You’re listening to Episode 201 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode is Mike Sha, CEO and founder of SigFig. You may have heard Mike Sha on our program before, we’ve also written a couple of blog posts where he has been on panels at conferences, where we were together speaking at conferences, so we go back a bit. Mike launched

Learn More

Podcast

Listen To Wealthtech Today

Wealth Tech Today is published by Ezra Group. Here you’ll find articles, podcasts, and technology advice for wealth, asset, and investment management professionals. Topics include portfolio management, financial planning, technology and industry analysis.

Videos

Watch Interviews
With Leaders In
Wealth Tech

View Our On Demand Webinars

The Last Mile: Data
Powered Wealth
Management CX

Our collection of webinars feature industry leaders and professionals from several top Data and Wealth Management firms. Our panelists review the latest methods and strategies firms are using to improve and influence the #wealthtech and wealth management communities. Powered by Ezra Group, these webinars cover a breadth of topics including technology, operations, and strategy for wealth management professionals. Ezra Group brings more than 15 years of experience to its work with broker-dealers, banks, asset managers, and technology vendors.

Like this:

Like Loading...
%d bloggers like this: