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
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.
#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
#ItzOnWealthTech Ep 27: AI as a Gypsy Fortune-Teller with Robert Kirk from InterGen Data
Craig Iskowitz
October 7, 2019
“No one buys insurance because it’s on sale; you buy insurance because you bought something, you broke something, or you created something.” — Robert Kirk,
We’re Running the AI Leg of a Digital Marathon in Wealth Management
Craig Iskowitz
September 22, 2019
If the information revolution were a marathon, then financial services would be in the beginning of the artificial intelligence leg of the race. That is according to
#ItzOnWealthTech Ep 25: How Software is Eating Banking with Lex Sokolin, ConsenSys
Craig Iskowitz
September 19, 2019
“Banking, as it is today, is moving sideways from manufacturing to being just a feature.” — Lex Sokolin, ConsenSys Lex Sokolin is a futurist and
