3 Smart Strategies for Corralling Your Data Infrastructure

“We’re entering a new world in which data may be more important than software.” – Tim O’Reilly, founder, O’Reilly Media “Data is the new oil,” is a phrase that I’ve seen written a lot recently. While they’re both immense, untapped and valuable assets, data’s value can be repeatedly extracted over and over to gain new insights. […]

Ep. 134: The Anatomy of a Healthy Client Data Infrastructure with Don McHenry, ByAllAccounts

“The data consumption model has changed over the years from primarily web based access to a lot more API’s and direct feeds. The processing of the data has evolved as well, whether it’s for performance reporting or direct to investor, as the needs of the user to view a net worth of their accounts. That’s […]

Ep. 133: March WealthTech News Roundup

Come on in, sit back, relax and enjoy episode 133 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 17 years, we’ve worked with hundreds of FinTech vendors and enterprise wealth management firms to guide them towards making better business and technology decisions. […]

wealth management client data

Integration by Design: Building Flexible Data Platforms

“Everything is designed. Few things are designed well” — Brian Reed, software developer & musician By definition, the concept of enterprise software design appears to be at odds with the concept of user-centered design. The former starts problem-solving with the broader organization while the latter starts with the people. This conflict has been played out […]

Ep. 132: Why a Data Warehouse Strategy is Table Stakes with Randy Bullard, Charles River Development

 “When we have that kind of conversation, everybody agrees oh my gosh, if you can use that data then add value in tax management, that’s fantastic. And then the next question is, Okay, so where does that data live in your organization? And the eyes glaze and roll back. Most firms have not really thought […]