Ep. 228: February Wealthtech News

Come on in. Sit back and relax. You’re listening to episode 228 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. You are going to love this episode. It’s our February news, and we’ve got […]

Ep. 150: How to Avoid Noise in ESG Data with Elena Philipova, Refinitiv

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. Come on in, sit back and relax, you’re listening to episode 150 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […]

Ep. 136: April WealthTech News Roundup

Come on in, sit back, relax and enjoy episode 136 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 17 years, we’ve worked with hundreds of FinTech vendors and enterprise wealth management firms to guide them towards making better business and technology decisions. […]

Ep. 124: January WealthTech News Roundup

Come on in, sit back, relax and enjoy episode 124 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 16 years, we’ve worked with hundreds of FinTech vendors and enterprise wealth management firms to guide them towards making better business and technology decisions. […]

#ItzOnWealthTech Ep. 88: A Digital Wealthtech Showdown — US vs Europe with Ralf Heim, Fincite.de

european wealth management technology vendors

European geography has become almost irrelevant as FinTech markets have flattened out, enabling technology firms to more easily reach customers beyond national borders. Boosted by cloud software efficiency, specifically productivity tools, communication and open architecture, some aspects of FinTech in the US seem to be falling behind that of most of Europe, where regulation looks […]

#ItzOnWealthTech Ep. 67: The Start of the ESG Data Wars with Will Trout

“We’re at the beginning of the ESG data wars. There’s more data coming onto the market with more information that’s tremendously useful, if only you can process it. This means analytics firms, data generators, like the exchanges, financial information providers, like Refinitiv and others, are all struggling to solve this question.” –William Trout, Head of […]

#ItzOnWealthTech Ep. 58: Wealth Management Isn’t Cool with Ned Phillips, Bambu

wealth management technology

“Wealth management today is still not very cool. It’s still seen as manual with a lot of friction and expensive. As a young person said to me, ‘it’s sold by dudes in suits’. But the perception of digital wealth has changed dramatically.  It’s no longer a zero sum game. All advisors need some digital, they […]