Crouching Tiger, Hidden AI: Unleashing Machine Learning in Wealth Management
Henry Zelikovsky, CEO of SoftLab360, brings a pragmatic perspective based on his 20+ years of experience building machine learning AI platforms for enterprise wealth management firms. His insights, shared during as a panelist on the webinar Moneyball for AI: How Wealth Management Firms Can Get the Most Bang for Their AI Bucks and sponsored by […]
Fidelity Doubles Down on Envestnet Relationship with Launch of Updated FMAX
Alan G. Lafley, former CEO of consumer products giant Procter & Gamble, often discussed the delicate balance that needs to be maintained between collaboration and competition among their corporate partners. “Coopetition used to drive me nuts. I’d think, ‘Why are we sharing with these people?’ Then I figured out that we could learn from them […]
Ep. 249: Virtual Connections, Real Results: Strengthening Advisor-Client Relationships with Mike Sha, SigFig
Come on in, sit back and relax. You’re listening to Episode 249 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 Mike Sha, CEO […]
Skip the Buffet: Why All-You-Can-Eat Shouldn’t be the Only Pricing Model for Software Vendors
Co-Author: Bob Miller. Bob is a seasoned Fin-Tech entrepreneur with over 30 years of experience in building innovative companies. He has a strong passion for driving transformation in the wealth-tech sector, focusing on creating a safe and easy-to-adopt global data aggregation service tailored to the needs of the world’s wealthiest families, their advisors, and the […]
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. 247: Digitizing Philanthropy: AssetMark Launches Donor Advised Funds via TIFIN Give with David McNatt
Come on in, sit back and relax. You’re listening to Episode 247 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 David McNatt, head […]
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 […]