On December 22nd, 2022, a winter storm struck across half the country and downed thousands of flights during the busiest travel week of the year.
“One machine can do the work of fifty ordinary men. No machine can do the work of one extraordinary man.” — Elbert Hubbard As a
More women than ever are joining the financial services industry in 2022, yet they are struggling to progress up to higher levels in the industry.
“Football is like life. It requires perseverance, self-denial, hard work, sacrifice, dedication, and respect for authority.” — Vince Lombardi, former head coach of the Green
Businesses generate massive amounts of data, but as the amount of data grows it becomes harder to analyze. Excel spreadsheets,Kanban boards, and CRMs are all
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
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
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
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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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