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
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. 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
#ItzOnWealthTech Ep. 71: Dabbling in Disruption with Babu Sivadasan of Jiffy.ai
Craig Iskowitz October 29, 2020
“We are taking on AI-based innovation with a deep sense of social responsibility, but also combining a for-profit and a nonprofit at the same time.
#ItzOnWealthTech Ep. 66: AI-Powered Custodians as The Ultimate Digital Assistant
Craig Iskowitz September 17, 2020
“If you were to ask, what is AI going to do? It’s actually catering to your needs, specifically. It’s like creating Jarvis, it’s the ultimate
#ItzOnWealthTech Ep. 42: Highlight Reel #3 from the T3 Advisor Conference
Craig Iskowitz March 11, 2020
“I think in year one and year two really what we were trying to do that was different was bring advisors together, not with the
