Ep. 159: How to Measure Client Meeting Quality with Jim Callan, Econiq

Come on in and sit back relax, you’re listening to Episode 159 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. Our topic this month is Advisor Experience. We’re talking […]

How BI Can Help Tailor Your Business Results

“Bad data is the fruitcake nobody wants to eat.” — Steve Molis, Salesforce Admin MVP How much revenue does your firm lose every year due to poor data quality? Bad data is responsible for around $15 million per year in business losses according to Gartner Research— but 60% of firms surveyed didn’t know how much […]

Ep. 157: Don’t Go Broke! Tips for Keeping Tech Vendors in Line with Jason Albino, Grove Point Financial

Companies Mentioned Docupace [11:00] Envestnet [30:30] FIS [19:00] Kestra Financial [01:38] Topics Mentioned How to Know It’s Time to Replace Major Software Applications? Evaluation Criteria for Software Vendor Selection Why You Need a Technology Governance Committee Gathering Advisor Feedback Tips for Vetting Software Vendors Upgrade Versus Replace Software Vendor Horror Stories Episode Transcript Come on […]

Introducing the Ezra Group WealthTech Integration Score

30% of advisors cite managing technology as their firm’s primary challenge. Cerulli Associates, U.S. Advisor Metrics 2021: Client Acquisition in the Digital Age Managing technology is hard. Every wealth management firm employs multiple software applications to run their business and the better they work together, the better the business runs. But this is not often […]

Ep. 156: August WealthTech News

Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Companies Mentioned Advisor Stream [25:40] Apex Clearing [07:20] Betterment [08:00] Broadridge [25:40] Docupace [02:05] Envestnet [02:05] Fidelity [10:35] FMG [16:50] Hearsay Social [25:40] Hootsuite [20:10] HubSpot [18:50] Marketo [18:50] Morningstar […]

Ep. 155: Understanding Advisor Personas Makes Better Software with Sean Brown, YCharts

Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in and sit back and relax, listen to episode 155 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting. This podcast features […]

Ep. 128: February WealthTech News

Come on in, sit back, relax and enjoy episode 128 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 17 years, we’ve worked with hundreds of FinTech vendors and enterprise wealth management firms to guide them towards making better business and technology decisions. […]