Heavy Lifting: Leveraging AI to Drive Actionable Insights in Wealth Management

Working out isn’t just for us humans trying to get the perfect beach bod — the robots are hitting the gym, too. And if you know how AI training and machine learning works, you can ensure your firm is getting the most out of its technology.  Ezra Group hosted the ‘From Data to Dollars’ webinar, […]

4 Tips to Detox, Cleanse and Validate Your Data

In the relentless pursuit to provide better services and simultaneously better understand their customers, wealth management firms are splurging on data. 78% of companies said they plan to use more market and reference data over the coming 12 months, according to a survey by global data and technology vendor, Refinitiv, a company that manages 90 […]

Running Up the Score: How Predictive Analytics Gives You an Advantage Over Your Competitors

“Football is like life. It requires perseverance, self-denial, hard work, sacrifice, dedication, and respect for authority.”  — Vince Lombardi, former head coach of the Green Bay Packers There’s an old saying in American football, “Offense wins games, but defense wins championships.”  Every team in the National Football League (NFL) has an assistant coach called the […]

Delivering More – and Better – Business Insights Through Predictive Analytics

Businesses generate massive amounts of data, but as the amount of data grows it becomes harder to analyze. Excel spreadsheets,Kanban boards, and CRMs are all useful for basic analysis and organization. They are, however, much less useful for advanced analytics, such as client behavior, risk assessment, and individualized recommendations. These deeper insights can be found […]

Unlocking Advisor Insights Using Predictive Analytics

Every day we create billions of gigabytes of data, just by making decisions. We publish content on social media, complete intake forms at the doctor’s office and invest money based on news or a conversation with a friend. Those actions generate information about us—tiny clues about who we are and how we think—which is then […]

7 Tips for Improving Your Firm’s Data Analytics

data analytics wealth management

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 professionals report that the volume of data being stored is growing by more than 60% per month!  The top ten percent of companies reported data volume growth of 100% or […]

Ep. 145: Big Data as a Service is the Next Big Thing in Artificial Intelligence

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 145 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […]