Ep. 171: Top 10 Most Downloaded Episodes of 2022 – Part 1
Come on in, sit back and relax. You’re listening to episode 171 of the WealthTech Today podcast and I’m your host, Craig Iskowitz, the founder of Ezra Group Consulting. The content of this podcast is designed to share thought-provoking industry analysis, best practices, in-depth discussions, and lively conversations all around wealth management technology. This is […]
Ep 170: December WealthTech News
Come on in and sit back relax, you’re listening to Episode 170 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this is our December news roundup where we cover a curated selection of the most interesting news stories in wealth tech. And this is the very last […]
Cooking Up a Storm: How The Right Data Ingredients Lead to Next Best Actions for Your Advisors
A wealth management firm’s data assets can be the missing ingredient that helps them to reach their business goals. The most well-run companies have been able to develop a competitive edge via data analytics capabilities that enable executives to gain unique insights into trends and customer behavior. But companies cannot benefit from these capabilities without […]
Ep. 169: Why Advice Engagement is the Most Important Category with Adam Holt, Asset-Map
Come on in and sit back relax, you’re listening to Episode 169 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. Before we get into the interview, if you are […]
Delivering More – and Better – Business Insights Through Predictive Analytics
Businesses generate massive amounts of data, but as the amount of data grows it becomes harder to analyze. Excel spreadsheets,Kanban boards, and CRMs are all useful for basic analysis and organization. They are, however, much less useful for advanced analytics, such as client behavior, risk assessment, and individualized recommendations. These deeper insights can be found […]
Ep. 168: Trust the Process: Why Advisors Should Let Rebalancing Software Manage Client Portfolios with Jerry Michael, Smartleaf
Come on in and sit back relax, you’re listening to Episode 168 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. Before we get into the interview, if you are […]
