3 Tips for Advisors to Choose the Right Technology 

“We are stuck with technology when what we really want is just stuff that works.” ― Douglas Adams, The Salmon of Doubt Advisors are flooded with technology choices. You can throw a dart at the map and hit a software application that has hundreds of satisfied users. But is it the right technology for your […]

How Predictive Health Data Drives Personalization in Financial Planning

“To me, the future is personalization.” — Marissa Mayer, former CEO, Yahoo! There are many uses of the word “personalization” being thrown around and many of them conflict with each other and don’t really make sense in the context of how RIAs and enterprise wealth management firms operate. There was a time when just seeing […]

Ep. 110: How the Risk Ecosystem Helps Clients Invest Differently with Jeff Schwantz, Morningstar

“At the end of the day, Morningstar is a data company and we’re a research company, and we expose that through software. Twenty years of history and academically validated research is really hard to replicate in the FinTech space. And part of the acquisition of PlanPlus Global is they did some things on the advanced […]

Client Experience consulting

Going Beyond Surveys: How to Reliably Capture the Voice of the Client

“Make the customer the hero of your story.” ― Ann Handley, Digital marketing pioneer, writer, speaker It’s becoming more and more difficult for wealth managers to stand out.  Even for those with big budgets to purchase advertising, create content for social media, send email campaigns, and more, many firms are still hard-pressed to reduce client […]

Ep. 109: Building A Globalized Data Strategy Delivered Locally with Sabrina Bailey, LSEG

“If we think about the underpinning of our future growth strategy we’re specifically looking to accelerate growth by developing and delivering on a globalized strategy that’s delivered in a local way to meet client needs. What I mean by that specifically, if we think about for example private banks in North America relative to private […]

3 Tips for Making Your Investor Portal the Center of Your Digital Client Experience

“You’ve got to start with the customer experience and work backwards to the technology, not the other way round.” ― Steve Jobs, co-Founder and former CEO of Apple As part of our work to help our enterprise wealth management clients get the most benefit from their data assets, Ezra Group has partnered with Xtiva Financial […]

Ep. 106: Uncovering the Lifetime Costs of Healthcare with Bipin Agarwal, AiVante

“Healthcare expenses is the leading cause of bankruptcy in this country. And 95% of the people in our survey do not have any idea how much they’re going to spend on healthcare. Our goal is to help financial advisory firms to bring this cause in front of their clients so they can plan their financial […]