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
There are no gardening mistakes, only experiments. — Janet Kilburn Philips New digital solutions have harbored a financial advice boom, flooding the market with previously
Congratulations, signing a tier 1 enterprise client (an elephant) is huge! You should all spend some time high-fiving one another and sharing a glass of
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
In the relentless pursuit to provide better services and simultaneously better understand their customers, wealth management firms are splurging on data. 78% of companies said
Every so often a new tech solution comes along that makes you say, “why did no one think of this before?!” This what I said
“Don’t sell your product, solve their problems.” –Mark Cuban I’ve spent the past two decades working with companies on both the buy side and sell
“A person who never made a mistake never tried anything new.” — Albert Einstein Can there ever be too much of a good thing? The
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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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