Building Greater Client Trust with Data Aggregation Tools

data aggregation tools

One of the most powerful tides rising in the financial services industry is the global shift towards open banking. By 2024, over 130 million consumers worldwide will be engaging with open banking services which promise consumers greater control over their data, but also places responsibility on firms to manage and secure their data effectively. The […]

Ep. 186: Cutting to the Chase Using Targeted Prospecting with Reese Harper, Elements

Come on in and sit back relax, you’re listening to Episode 186 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. My guest for this episode is Reese Harper, CEO […]

May by the Numbers: An Update on the Ezra Group WealthTech Integration Score

Welcome to the Ezra Group Wealthtech Integration Score™ Monthly Update where we share application adds/deletes and category changes that may affect the ranking of wealthtech products.  If you are a vendor and have questions about why your score changed, or what’s happening in your category, please refer to the list of resources at the bottom […]

The Advisor’s Almanac: A Growth Guide for Advice Practices

There are no gardening mistakes, only experiments. — Janet Kilburn Philips New digital solutions have harbored a financial advice boom, flooding the market with previously untapped investors. Financial advice clients are at an all time high of over 64 million, but that doesn’t make growth for every RIA a given. Expanding an advice practice in […]

Ep 184: May WealthTech News

Come on in, sit back and relax. You’re listening to episode 184 of the WeathTech 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. And this is our main news roundup, and there’s […]

Onboarding Elephants: Fintech Strategies for Tier 1 Clients

Congratulations, signing a tier 1 enterprise client (an elephant) is huge! You should all spend some time high-fiving one another and sharing a glass of champagne. But don’t celebrate too long; the hard work is just beginning.   Welcome to Elephant Onboarding – a guide for fintech CEO’s to successfully launch top tier financial institutions.  As […]

April by the Numbers: An Update on the Ezra Group WealthTech Integration Score

Welcome to the Ezra Group Wealthtech Integration Score™ Monthly Update where we share application adds/deletes and category changes that may affect the ranking of wealthtech products.  If you are a vendor and have questions about why your score changed, or what’s happening in your category, please refer to the list of resources at the bottom […]