Data Strategy Archives -

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.

Building Greater Client Trust with Data Aggregation Tools

Emma Iskowitz May 31, 2023

One of the most powerful tides rising in the financial services industry is the global shift towards open banking. By 2024, over 130 million consumers

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

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

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