Ep. 160: September WealthTech News Roundup
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. Topics Covered UBS and Wealthfront Mutually Agree to Terminate Merger Agreement Envestnet and YieldX Announce Strategic Partnership, Expanding Access to Solutions for Simplifying Investment in Income and Protection Products RIA […]
Ep. 159: How to Measure Client Meeting Quality with Jim Callan, Econiq
Come on in and sit back relax, you’re listening to Episode 159 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. Our topic this month is Advisor Experience. We’re talking […]
Ep. 158: Don’t Bring Us Vaporware, with John Rajes, LPL Financial
Come on in and sit back relax, you’re listening to Episode 158 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. Our topic this month is buying and implementing enterprise […]
How BI Can Help Tailor Your Business Results
“Bad data is the fruitcake nobody wants to eat.” — Steve Molis, Salesforce Admin MVP How much revenue does your firm lose every year due to poor data quality? Bad data is responsible for around $15 million per year in business losses according to Gartner Research— but 60% of firms surveyed didn’t know how much […]
Ep. 157: Don’t Go Broke! Tips for Keeping Tech Vendors in Line with Jason Albino, Grove Point Financial
Companies Mentioned Docupace [11:00] Envestnet [30:30] FIS [19:00] Kestra Financial [01:38] Topics Mentioned How to Know It’s Time to Replace Major Software Applications? Evaluation Criteria for Software Vendor Selection Why You Need a Technology Governance Committee Gathering Advisor Feedback Tips for Vetting Software Vendors Upgrade Versus Replace Software Vendor Horror Stories Episode Transcript Come on […]
Introducing the Ezra Group WealthTech Integration Score
30% of advisors cite managing technology as their firm’s primary challenge. Cerulli Associates, U.S. Advisor Metrics 2021: Client Acquisition in the Digital Age Managing technology is hard. Every wealth management firm employs multiple software applications to run their business and the better they work together, the better the business runs. But this is not often […]
