Ep. 277: Snowflake It Till You Make It: The Benefits of a Cloud Agnostic Vision with Adam Palmer, Orion
Data management in wealth management is undergoing a fundamental shift, with firms spending up to 40% of their data budget on management alone. Discover how Snowflake is transforming financial services data management through cloud-agnostic solutions and AI implementation. Join VP Adam Palmer for insights on the future of financial data infrastructure and why the future […]
Ep. 261: Decoding WealthTech: Key Trends Shaping the Industry’s Future with Chip Roame, Tiburon
Come on in, sit back and relax. You’re listening to Episode 261 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode was Chip Roame, founder of […]
“I, Robot Advisor”: How AI Is Becoming Wealth Management’s New Best Friend
Picture this: A wealth advisor sits at her desk, surrounded not by stacks of paperwork, but by holographic displays of market data, client portfolios, and predictive models. With a gesture, she pulls up a client’s life events timeline, cross-referenced with their financial goals. An AI assistant chimes in, “Based on the Johnson family’s recent home […]
August Update for the Ezra Group WealthTech Integration Scores
Welcome to the August Update for the Ezra Group WealthTech Integration Scores. We added a bunch of new applications this month (as always) but the big news is that we have completed our annual research refresh! All products in our database (524) have been reviewed and their scores updated. Our integration research team did a […]
Ep. 232: March WealthTech News
Come on in. Sit back and relax. You’re listening to episode 232 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast is all about the news, information, updates, and technology around wealth management. This is our March news roundup, where I read the news give you my […]
Ep. 210: Breaking Boundaries for RIA Success: Insights from Joe Duran of Rise Growth
Come on in and sit back and relax. You’re listening to Episode 210 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode is the man, the […]
Ep. 195: July WealthTech News
Come on in, sit back and relax. You’re listening to episode 195 of The WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features, interviews, news and analysis all around the trends and backed practices of wealth management technology. But before we get started with the news, I have […]
Ep. 190: June WealthTech News
Come on in, sit back and relax. You’re listening to episode 190 of The Wealth Tech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features, interviews, news and analysis all around the trends and backed practices of wealth management technology. Welcome to our monthly episode of News, we have […]