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Moneyball For AI : How Wealth Management Firms 
Can Get The Most Bang For Their AI Bucks

A webinar presented by Ezra Group

July 23 at 2 p.m. EST

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Webinar Recording

Moneyball for AI Webinar Registration Confirmation

Webinar Summary

Originally aired on June 28, 2022


  • Craig Isowitz – CEO of Ezra Group Consulting
  • Linda Wittich – FinTech Advisor & Consultant, Top Line Focus
  • Farouk Ferchichi – Head of Data Analytics, Envestnet
  • Jamie Loughery – Regional President, BMO Wealth Management
  • Jeff Marsden – Chief Product and Strategy Officer, Xtiva Financial Systems

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