How BI Can Help Tailor Your Business Results
Craig Iskowitz September 9, 2022
“Bad data is the fruitcake nobody wants to eat.” — Steve Molis, Salesforce Admin MVP How much revenue does your firm lose every year due
Conference Summaries
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.
Business Intelligence is Like A Layer Cake of Advisor Data
Craig Iskowitz July 18, 2022
The world produces an incredible amount of data. Research firm IDC estimates that approximately 97 zettabytes – that’s one billion billion bytes – of data
Navigating The Rough Waves of Data Lakes
Craig Iskowitz June 6, 2022
“I can’t change the direction of the wind, but I can adjust my sails to always reach my destination.” ― Jimmy Dean, Country Music Singer
3 Strategies for Wealth Management Firms to Avoid Falling into a Data Swamp
Craig Iskowitz May 27, 2022
Wealth management firms swim in data. Whether it’s regulatory reporting, AML/KYC or portfolio management, research and analysis, the sheer amount of data becomes unwieldy as
Ep. 143: May News: Twenty Terrific Takeaways from the T3 Conference
Craig Iskowitz May 23, 2022
Hey, come on in. Welcome. Sit back and relax. You’re listening to our May News for the WealthToday podcast. I’m your host Craig Iskowitz, founder
4 Questions Advisors Should Ask About Digital Client Experience
Craig Iskowitz May 15, 2022
“Most RIAs surveyed believe that a digital experience is core to their competitive advantage, but only 30-40% are working on one.” — Rich Cancro,
4 Benefits of a 360-Degree Client View
Craig Iskowitz May 9, 2022
“Without data you’re just another person with an opinion.” –- W. Edwards Deming, Statistician, Professor, Author, Lecturer, and Consultant According to a recent report on
Speaking Their Language: Integrating Insurance Data Into Wealth Management Systems
Craig Iskowitz April 5, 2022
“The world is one big data problem.” – Andrew McAfee, co-director of the MIT Initiative According to a survey by research firm Gartner, “poor data
