89. The One And Only.

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89. The One And Only.

89. The One And Only.

Consultation, Digital Wealth, Wealthtech

89. The One And Only.

Consultation, Digital Wealth, Wealthtech

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Key takeaways

1) In general, the WealthTech industry is performing well with the available backend technologies and is continually evolving.

2) The United States exhibits notable innovation in specific technology sectors, partially attributed to its capitalist system, free market, private property rights, and relatively limited government intervention.

Join Ned and special guest Craig Iskowitz, Founder and CEO of Ezra Group and fellow Podcaster, as they dive into the world of WealthTech on this captivating episode of WealthTech Unwrapped. Discover the potential for enhancing wealth, asset, and investment management through technological advancements.

According to Craig, WealthTech’s technology infrastructure is generally solid, but every company faces challenges in striving for perfection. However, the client experience is where WealthTech falls behind banking, digital payments, and retail due to insufficient client engagement. To address this, understanding how clients interact with technology and platforms is crucial.

Regarding the United States’ technological prowess, Craig acknowledges its innovation in certain areas, attributing it to the capitalist system, free market, private property rights, and limited government interference. He also emphasizes that the US exports technology beyond the wealth industry due to how open it is, attracting more people from other countries that are really good with technology.

Don’t miss out on this enlightening discussion, exclusively on WealthTech Unwrapped! Tune in now!