Ep. 153: When to Switch Technology Vendors with Natalie Wolfson, AssetMark

Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in and sit back and relax, listen to episode 153 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting. And this podcast […]

How to Find The Business Intelligence Sweet Spot for Advisors

“We are surrounded by data, but starved for insights.” — Jay Baer, marketing and customer experience expert We’re in an era of data generation unlike any that’s existed before. Computers have become ubiquitous in their role to capture and analyze every piece of information about us, which is leveraged to shapes our future actions. Those […]