Elephant Hunting: Fintech Sales Strategies for Tier 1 Prospects
Craig Iskowitz November 29, 2022
Craig’s Note: Every wealthtech firm dreams of landing their first big client to put them on the map. But most struggle with the sales process
Blog Posts
Wealth Management Today is published by Ezra Group. Here you’ll find articles, podcasts, and technology advice for wealth, asset, and investment management professionals. Topics include portfolio management, financial planning, technology and industry analysis.
Unlocking Advisor Insights Using Predictive Analytics
Craig Iskowitz November 21, 2022
Every day we create billions of gigabytes of data, just by making decisions. We publish content on social media, complete intake forms at the doctor’s
November by the Numbers: An Update on the Ezra Group WealthTech Integration Score
Elana Iskowitz November 1, 2022
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
How I Built My RIA Tech Stack, with Derek Notman
Derek Notman October 26, 2022
Craig’s Note: To run a 100% remote RIA sounded ludicrous back in 2013 when Derek Notman decided to take his entire practice virtual. But in
Can You Control The Rings of Financial Empowerment?
Elana Iskowitz October 17, 2022
“Twas in the darkest depths of Mordor, I met a girl so fair. But Gollum, and the evil one crept up and slipped away with
October by the Numbers: An Update on the Ezra Group WealthTech Integration Score
Elana Iskowitz October 3, 2022
Welcome to the Ezra Group Wealthtech Integration Score™ Monthly Update. We want to be as transparent as possible by sharing application adds/deletes and category changes
How We Calculate the Ezra Group WealthTech Integration Score
Craig Iskowitz September 19, 2022
“Alone we can do so little. Together we can do so much.” — Helen Keller, American Author As of September 2022, the Kitces/Ezra Group Advisortech
Ep. 157: Don’t Go Broke! Tips for Keeping Tech Vendors in Line with Jason Albino, Grove Point Financial
Elana Iskowitz September 8, 2022
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
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ABOUT ME
The Wealth Tech Today blog is published by Craig Iskowitz, founder and CEO of Ezra Group, a boutique consulting firm that caters to banks, broker-dealers, RIA’s, asset managers and the leading vendors in the surrounding #fintech space. He can be reached at craig@ezragroupllc.com
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