3 Smart Strategies for Corralling Your Data Infrastructure
Craig Iskowitz March 23, 2022
“We’re entering a new world in which data may be more important than software.” – Tim O’Reilly, founder, O’Reilly Media “Data is the new oil,” is
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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.
Integration by Design: Building Flexible Data Platforms
Craig Iskowitz March 9, 2022
“Everything is designed. Few things are designed well” — Brian Reed, software developer & musician By definition, the concept of enterprise software design appears to
Why Financial Advisors Should Use a Crypto-Native Custodian
Craig Iskowitz February 15, 2022
The incredible rise in popularity of cryptocurrencies from a small group of techno-anarchists into a worldwide phenomenon surprised everyone in traditional financial circles. But after
Investing in Crypto Now is Like Buying the Internet Back in 1996
Craig Iskowitz January 31, 2022
“Any sufficiently advanced technology is equivalent to magic.” — Arthur C. Clarke, Futurist & Science Fiction Writer January 3, 2022 was a special day in the
Why Digital SMAs Are The Best Solution for Crypto Investing
Craig Iskowitz January 23, 2022
“Blockchain [startups] are now sucking in top-tier Silicon Valley tech talent faster than any boom since the Internet.” — Naval Ravikant, Indian-American entrepreneur and investor.
How Predictive Health Data Drives Personalization in Financial Planning
Craig Iskowitz September 8, 2021
“To me, the future is personalization.” — Marissa Mayer, former CEO, Yahoo! There are many uses of the word “personalization” being thrown around and many
Going Beyond Surveys: How to Reliably Capture the Voice of the Client
Craig Iskowitz August 30, 2021
“Make the customer the hero of your story.” ― Ann Handley, Digital marketing pioneer, writer, speaker It’s becoming more and more difficult for wealth managers
3 Tips for Making Your Investor Portal the Center of Your Digital Client Experience
Craig Iskowitz August 23, 2021
“You’ve got to start with the customer experience and work backwards to the technology, not the other way round.” ― Steve Jobs, co-Founder and former
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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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