Ep. 156: August WealthTech News
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. Companies Mentioned Advisor Stream [25:40] Apex Clearing [07:20] Betterment [08:00] Broadridge [25:40] Docupace [02:05] Envestnet [02:05] Fidelity [10:35] FMG [16:50] Hearsay Social [25:40] Hootsuite [20:10] HubSpot [18:50] Marketo [18:50] Morningstar […]
Ep. 155: Understanding Advisor Personas Makes Better Software with Sean Brown, YCharts
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 155 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting. This podcast features […]
7 Tips for Improving Your Firm’s Data Analytics
It’s become a cliché that the amount of data being captured by the largest companies has been growing at an exponential rate. On average, data professionals report that the volume of data being stored is growing by more than 60% per month! The top ten percent of companies reported data volume growth of 100% or […]
Ep. 154: Embracing External Trends in the TAMP Space with Daniel Needham, Morningstar
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 154 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting. And this podcast […]
Ep. 153: When to Switch Technology Vendors with Natalie Wolfsen, 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 […]
