One of the core challenges in the digital transformation of wealth management, is Integration. We discuss this complex topic with the founder and CEO of Ezra Group, Craig Iskowitz, with a focus on their newly launched WealthTech Integration Scoring which ranks an application’s ability to integrate with other applications.
The digitalization of the wealth management industry with all its stakeholders and the breadth of products and services, is no low-hanging fruit. The world of broker-dealers, banks, asset managers, independent financial advisors, tech vendors is a dynamic and complex ecosystem. The trend is toward Embedded Wealth, so how do we get there?
Craig Iskowitz https://www.linkedin.com/in/craigiskowitz/ 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 www.ezragroupllc.com, a strategy consulting firm providing technology and business advice to banks, broker-dealers, asset managers, private equity and fintech firms.
Craig also publishes WealthTech Today, a blog and podcast https://wealthtechtoday.com/ .
