Cooking Up a Storm: How The Right Data Ingredients Lead to Next Best Actions for Your Advisors  

A wealth management firm’s​​ data assets can be the missing ingredient that helps them to reach their business goals. The most well-run companies have been able to develop a competitive edge via data analytics capabilities that enable executives to gain unique insights into trends and customer behavior.  But companies cannot benefit from these capabilities without […]

How to Find The Business Intelligence Sweet Spot for Advisors

“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 any that’s existed before. Computers have become ubiquitous in their role to capture and analyze every piece of information about us, which is leveraged to shapes our future actions. Those […]

4 Benefits of a 360-Degree Client View

“Without data you’re just another person with an opinion.” –- W. Edwards Deming, Statistician, Professor, Author, Lecturer, and Consultant According to a recent report on the wealth management by Deloitte, advisor preferences are changing due to evolving technology and the availability of accurate, relevant data at their fingertips. The most effective advisors are able to […]

Speaking Their Language: Integrating Insurance Data Into Wealth Management Systems

“The world is one big data problem.” – Andrew McAfee, co-director of the MIT Initiative According to a survey by research firm Gartner, “poor data quality is responsible for an average of $15 million per year in business losses.” They also found that nearly 60% of those surveyed didn’t know how much bad data costs their […]

Ep. 131: The Tower of Babel Webinar Recap with Jeff Marsden, Xtiva

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

From Batch to Realtime: A New Era of Speed in Wealth Management

big data wealth management

“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, we passed the threshold where overnight batch processing was good enough to run our business. We now demand cloud-based, infinite bandwidth, 24/7 information flow in all aspects of our lives.  […]

The Journey Towards Data-Driven Wealth Management

data strategy in wealth management

Data is the main reason why corporate strategy is never permanent. As more data is collected, the output redefines your strategy in a never-ending cycle. ― Pooja Agnihotri, Author of 17 Reasons Why Businesses Fail Every system at a financial services firm relies on data to function properly. Data is a valuable business asset, but is […]