Ep. 204: October WealthTech News
Come on in and sit back and relax. You’re listening to Episode 204 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast features interviews, news and analysis on the trends and best practices, all about Wealth Management Technology. Welcome to our October monthly news review. I […]
Ep. 198: August WealthTech News
Welcome to our monthly news review for August. I’ve got a lot of stories to cover, including our AI roundup, news on alternative investments, Goldman Sachs making headlines for all the wrong reasons, plus our regular updates on the WealthTech integration scores, and the Kitces-Ezra Group advisor tech map, but before I start, let me […]
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 […]
AI’s Judgment Day: How ChatGPT-4 is Reshaping Wealth Management
“AI will probably lead to the end of the world, but in the meantime, it will help build some great companies.” –Sam Altmen, Chairman of OpenAI, developers of ChatGPT The latest version of Generative AI finally hitting the market has brought about something akin to a technological judgment day. Awe, confusion, and fear have spread […]
Ep. 166: Don’t Wing It: 5 Tips for the Enterprise Market with Robert Sofia, Snappy Kraken
Come on in and sit back relax, you’re listening to Episode 166 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. This episode is part of our ongoing series called […]
Ep. 165: November News Roundup
Come on in, sit back and relax and listen to episode 165 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 around wealth. Management Technology. This episode is our news roundup, where I go through […]
Ep. 140: Automating Advisor Workflows with Anand Sheth, Pulse360
Come on in, sit back and relax, you’re listening to episode 140 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting, and this podcast features interviews, news, and analysis on the trends and best practices all around wealth management technology. Our theme for this month is startups, we went […]
Ep. 111: September Wealthtech News Roundup
Come on in, sit back, relax and enjoy episode 111 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. […]
