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3 Reasons WealthTech Isn’t Cool_ezra1

Enterprise wealth management technology is a lot like a jigsaw puzzle.  Technology, operating models and strategy all have to fit perfectly to make the picture appear.  And we’ve built our company to help clients put the right pieces together.

But 2020 seems to have shaken the box and more firms are now trying to fit in new pieces they didn’t have before. Anything related to client portals, online access and digital experiences have become number one priorities.   

One great way to stay on top of new technology is attending online conferences and webinars. Here are a few upcoming events that I think you should attend:

  • AdviceTech.LIVE (Aug 27) – This is a brand new event that’s generating a lot of buzz! I’m on the advisory board and can tell you it’s going to be great. I’ll be moderating a panel of portfolio management vendors that you don’t want to miss. 50% of all ticket revenue will go to the Center for Financial Planning Diversity and Inclusion Initiative. Click here to register.
  • Morningstar Investment Conference (Sep 16-17) – A terrific event for financial advisors who appreciate Morningstar products and research, are more hands on with investing, and want to learn about the future of advice. Click here to register. 
  • Euromoney Global Private Banking & Wealth Management (Oct 15) – This is a premier event that normally takes place in London. I’m moderating a panel called “The Hidden Value Proposition” which is about digital technology and AI impacting global wealth firms.  Click here to register.

Stay Engaged,



Welcome to the August 2020 issue of the Latest News in Financial #AdviceTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
I co-authored this month’s edition of Michael Kitces’ monthly fintech news roundup, kicking off with the emergence “AdviceTech” as a financial technology software category unto itself.



This month’s Winners of Wealthtech interview is with Leda Csanka, who graduated from University of Connecticut with a degree in management informational systems and later went on to serve as CTO of Cetera Financial Group.  Leda now runs her a consulting firm called Strategic Technology Consulting as well as her own executive coaching business, and is also an author of How To Lead A Corporate Spin-Off: The Tech Leader’s Survival Guide to a Strategic Divestiture.



Bambu is a B2B robo-advisor software that offers digital wealth services to financial and consumer businesses the ability to integrate and benefit from the ongoing digital transformation in wealth management. 

Ned has been based in Asia for the past 25 years; starting his journey in FinTech since 1999 with E*TRADE as one of the very first online brokers before becoming Managing Director in 2007. He was part of the transformation of two pan-Asian stock exchanges.


Podcasts I’m Listening To:

I thought I would share a few non-wealth, non-fintech podcasts with you, since I expect everyone is going to have a lot more time on their hands and could use some distractions from work and the news!

Host Anthony “Pomp” Pompliano talks to the most interesting people in business, finance, and Bitcoin. From billionaires to cultural icons, Pomp helps you get smarter every day.

As the name implies, this podcast is about banks, bank technology, digital payments, regulations, challenger banks and a whole lot more. One of the top fintech podcasts in the world.


An experienced VP Product with a demonstrated history of working in the financial services industry, Lauren is passionate about working with great people, and creating great product experiences. Skilled in product management, user experience, agile methodologies, and leadership. Education includes a Masters degree in Information Management and Systems from UC Berkeley, and a Bachelor of Science degree from Brown University.


Craig is currently accepting invitations to speak at in-person (if possible) & virtual events in 2020.
Please send inquires to elana@ezragroup.com

About Ezra Group Consulting

Craig Iskowitz founded Ezra Group in 2005 to provide unbiased advice on technology, business and marketing strategy to wealth managers, TAMPs and fintech providers. Our areas of expertise include:

  • Fee-based Advisory Platform Implementation & Optimization 
  • Competitive & Market Analysis 
  • RFP’s & Vendor Selection 
  • Target Operating Models
  • Original Content Development

We can be reached at consulting@ezragroup.com

Please contact our content development team at elana@ezragroup.com


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