Smart Strategies for Success When Selling Software to Broker-Dealers

“Don’t sell your product, solve their problems.” –Mark Cuban I’ve spent the past two decades working with companies on both the buy side and sell side of fintech and have picked up more than a few tips on what works best when it comes to marketing and selling software in the wealth management space.  One […]

Ep. 177: Wealth Management Industry Predictions for 2023 with Urs Bolt

Come on in and sit back relax, you’re listening to Episode 177 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 […]

Why There Always Seems to be Room for One More Application

“A person who never made a mistake never tried anything new.” — Albert Einstein Can there ever be too much of a good thing? The wealthtech landscape has seen steady growth over the past six years since the Kitces\Ezra Group Advisortech Map was launched. The first version had 80 applications across 20 categories. Today, there […]

Ep. 176: What Wealthtech Firms Can Learn From Global Markets, with Jonathan Georges, Equisoft

Come on in and sit back relax, you’re listening to Episode 176 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 […]

Don’t Be Like Southwest: Settle Your Tech Debt Before It Settles You

On December 22nd, 2022, a winter storm struck across half the country and downed thousands of flights during the busiest travel week of the year. But while most airlines were able to quickly get their planes off the ground and their passengers off to their destinations once the storm passed, Southwest Airlines planes sat idly […]

Ep. 175: February Wealthtech News

Come on in and sit back relax, you’re listening to Episode 175 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.   Before we get into the […]