Unlock Your Access for the Data Webinar: Winning Data Teams: Getting Started and Scaling Your Team aired November 15, 2022

Ezra Group and Xtiva Launch Performance Assessments and new Consulting Services for Wealth Management Firms.

Advanced expertise for Xtiva customers to strengthen their data-as-an-asset and organizational performance and transformation capabilities. New York, NY – January 26th, 2021 — Xtiva, the only provider of Sales Performance Management Technology and Services exclusively for the financial services industry, and Ezra Group, a leading provider of consulting services to wealth management firms, have announced […]

#ItzOnWealthTech Ep. 32: Speed Podcasting at the T3 Enterprise Conference

T3 Enterprise Conference

“I think too often in our industry it’s too “one size fits all”, treating clients like a number or just finding out what their financial capacity is but not really digging any deeper.” –Ryan Beach, COO, Orion Advisor The T3 Enterprise Conference is an annual gathering of CEOs, CTOs, COOs, CCOs (and direct support staff) from […]

#WinnersOfWealthTech Ep 28: Aaron Schumm, Founder and CEO of Vestwell

“One of the core things I love the most is that every person who touches our platform is better off than without.” — Aaron Schumm This month’s Winners of Wealthtech interview is with Aaron Schumm, the Founder and CEO of Vestwell, an entirely new kind of digital retirement platform transforming the way plans are offered […]