Ep. 181: March WealthTech News
Craig Iskowitz March 24, 2023
Come on in and sit back relax, you’re listening to Episode 181 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Artificial Intelligence
Wealth Management Today is published by Ezra Group, a management consulting firm. 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. Check back every week for new content and sign up here to get the latest in your inbox.
Ep. 177: Wealth Management Industry Predictions for 2023 with Urs Bolt
Craig Iskowitz February 17, 2023
Come on in and sit back relax, you’re listening to Episode 177 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Delivering More – and Better – Business Insights Through Predictive Analytics
Craig Iskowitz December 6, 2022
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
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
Ep. 145: Big Data as a Service is the Next Big Thing in Artificial Intelligence
Craig Iskowitz June 1, 2022
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.
Ep. 144: Artificial Intelligence Powered CRM with Brian McLaughlin, Redtail Technology
Craig Iskowitz May 26, 2022
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.
Ep. 105: Merging Health & Wealth with Robert Kirk, InterGen Data
Elana Iskowitz July 22, 2021
“When we started InterGen Data, what we did was to say give us your client data and we’ll turn it around and send you back
#ItzOnWealthTech Ep. 80: Best of 2020 – Part 2
Craig Iskowitz January 4, 2021
Welcome to our annual best of the year edition of the Wealth Management Today podcast. I’m your host, Craig Iskowitz, and I run a consulting
