“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
“When we started InterGen Data, what we did was to say give us your client data and we’ll turn it around and send you back
Thanks for joining me on the WealthTech Today podcast, I’m your host, Craig Iskowitz, Founder and CEO of Ezra Group. We help wealth managers, asset
“The first thing that Biju and I wrote down before we even wrote our business plan is that we want to create a positive impact
“Financial advisors are looking to differentiate their value to clients as we are on the precipice of the largest wealth transfer in history. I think
Thanks for joining me on the WealthTech Today podcast, I’m your host, Craig Iskowitz, Founder and CEO of Ezra Group. We help wealth managers, asset
“One of our calling cards I think has always been that we try and showcase some of those firms that don’t get a lot of
“When I say we digitized the back office of wealth management firms, the reality is we only digitized part of the back office of enterprise
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