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 […]

How We Calculate the Ezra Group WealthTech Integration Score

“Alone we can do so little. Together we can do so much.” — Helen Keller, American Author As of September 2022, the Kitces/Ezra Group Advisortech Map contains 383 applications and the number is increasing by 10-15 each month.  A year from now, we could have over 500 logos squeezed onto a single page!  Wealth management […]

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 […]