Ep. 101: June WealthTech News Roundup

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 managers, and wealthtech vendors make better business and technology decisions. This podcast features interviews, news, and analysis on the trends and best practices all around the wealth management technology industry. […]

data strategy in wealth management

The Journey Towards Data-Driven 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 […]