7 Tips for Improving Your Firm’s Data Analytics
Craig Iskowitz August 23, 2022
It’s become a cliché that the amount of data being captured by the largest companies has been growing at an exponential rate. On average, data
Data Strategy
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.
How to Find The Business Intelligence Sweet Spot for Advisors
Craig Iskowitz August 1, 2022
“We are surrounded by data, but starved for insights.” — Jay Baer, marketing and customer experience expert We’re in an era of data generation unlike
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
Ep. 150: How to Avoid Noise in ESG Data with Elena Philipova, Refinitiv
Craig Iskowitz July 14, 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. 149: ESG Data is Only Valuable When People Can Trust It, with Clarity AI
Craig Iskowitz July 7, 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. 148: Bringing Consensus to ESG Data with Ben Webster, OWL ESG
Craig Iskowitz June 24, 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.
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
