Ep. 106: Uncovering the Lifetime Costs of Healthcare with Bipin Agarwal, AiVante

“Healthcare expenses is the leading cause of bankruptcy in this country. And 95% of the people in our survey do not have any idea how much they’re going to spend on healthcare. Our goal is to help financial advisory firms to bring this cause in front of their clients so they can plan their financial […]

Finding the Cure for Fragmented Data in Legacy Wealth Management Systems

“One person’s data is another person’s noise.” ― K.C. Cole, American science writer, author, and professor The number of applications used by a typical wealth management firm can be staggering. According to a 2019 study, small businesses use an average of 40 different apps. This number grows  to over 200 for enterprise-sized companies and can include many […]

Ep. 105: Merging Health & Wealth with Robert Kirk, InterGen Data

“When we started InterGen Data, what we did was to say give us your client data and we’ll turn it around and send you back a list of life events, especially around critical illnesses and how likely they are to happen. Because people don’t plan for those types of things, they don’t plan for a […]

Ep. 104: July Wealthtech News Roundup

Thanks for joining me on the WealthTech Today podcast, I’m your host, Craig Iskowitz, Founder and CEO of Ezra Group. We help wealth managers, asset managers, and wealthtech vendors make better business and technology decisions. This podcast features interviews, news, and analysis on the trends and best practices all around the wealth management technology industry. […]

From Batch to Realtime: A New Era of Speed in Wealth Management

big data wealth management

“Without big data, it’s like being blind and deaf in the middle of a freeway.” ― Geoffrey Moore, management consultant and theorist At some point, we passed the threshold where overnight batch processing was good enough to run our business. We now demand cloud-based, infinite bandwidth, 24/7 information flow in all aspects of our lives.  […]

Letter to Wealth Management Firms: Time to Drain Your Data Lake

“Every company will eventually be in the data business.” ― Thomas H. Davenport, Ph.D, author and AI researcher Businesses are flooded with data and analytics tools promising to help them be more competitive and they need both more than ever before. As Davenport explained in his ground-breaking Harvard Business Review article, Competing on Analytics, because so […]