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
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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.
3 Smart Strategies for Corralling Your Data Infrastructure
Craig Iskowitz March 23, 2022
“We’re entering a new world in which data may be more important than software.” – Tim O’Reilly, founder, O’Reilly Media “Data is the new oil,” is
How Predictive Health Data Drives Personalization in Financial Planning
Craig Iskowitz September 8, 2021
“To me, the future is personalization.” — Marissa Mayer, former CEO, Yahoo! There are many uses of the word “personalization” being thrown around and many
Going Beyond Surveys: How to Reliably Capture the Voice of the Client
Craig Iskowitz August 30, 2021
“Make the customer the hero of your story.” ― Ann Handley, Digital marketing pioneer, writer, speaker It’s becoming more and more difficult for wealth managers
3 Tips for Making Your Investor Portal the Center of Your Digital Client Experience
Craig Iskowitz August 23, 2021
“You’ve got to start with the customer experience and work backwards to the technology, not the other way round.” ― Steve Jobs, co-Founder and former
Finding the Cure for Fragmented Data in Legacy Wealth Management Systems
Craig Iskowitz July 27, 2021
“One person’s data is another person’s noise.” ― K.C. Cole, American science writer, author, and professor The number of applications used by a typical wealth management
From Batch to Realtime: A New Era of Speed in Wealth Management
Craig Iskowitz July 14, 2021
“Without big data, it’s like being blind and deaf in the middle of a freeway.” ― Geoffrey Moore, management consultant and theorist At some point,
Letter to Wealth Management Firms: Time to Drain Your Data Lake
Craig Iskowitz July 1, 2021
“Every company will eventually be in the data business.” ― Thomas H. Davenport, Ph.D, author and AI researcher Businesses are flooded with data and analytics
