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89. The One And Only.

89. The One And Only.

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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!

Meet Our Guest Speaker

Craig Iskowitz,

Ezra Group

Craig Iskowitz is a business and technology strategy consultant who is a recognized expert on fee-based advisory platforms and wealth management technology. He is the CEO and founder of Ezra Group, a strategy consulting firm providing technology and business advice to banks, broker-dealers, asset managers, private equity, and fintech firms. In addition to providing customized solutions to the wealth management industry, Craig publishes WTToday, a blog offering the latest insight on technology for wealth, asset, and investment management professionals. Craig is also host of the WealthTech Today podcast where he discusses, dissects, and debates the latest news and trends in wealth management technology.

Craig Iskowitz_ Ezra Group

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