Ep. 248: July WealthTech News

Come on in, sit back and relax. You’re listening to Episode 248 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast is all about the newest information updates around Wealth Management Technology. This is our July news roundup, We’ve got a lot of stories to cover, […]

Ep. 246: Maximizing KPIs Through Advanced Analytics with Franklin Tsung, AppCrown

Come on in, sit back and relax. You’re listening to Episode 246 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 was Franklin Tsung from […]