The New Table Stakes: Enterprise LLMs in Wealth Management
AI remains top of mind for many wealth management industry leaders, and the sector shows no signs of slowing down This year, we’ve reached a tipping-point for generative AI, where it’s finally become accurate, useful, and accessible enough to be deployed across the wealth management industries. Oliver Wyman predicts that generative AI will be able […]
Ep. 210: Breaking Boundaries for RIA Success: Insights from Joe Duran of Rise Growth
Come on in and sit back and relax. You’re listening to Episode 210 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode is the man, the […]
Ep. 209: RIA Tech Transformations: A CEO’s Journey with Rick Kent, Merit Advisors
Come on in and sit back and relax. You’re listening to Episode 209 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode is Rick Kent, founder […]
Ep. 208: Elevating Client Engagement with Richard Thoeny, PreciseFP
Come on in and sit back and relax. You’re listening to Episode 208 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode is Richard Thoeny, Head […]
