EZRAGROUP INTEGRATION SCORE
PromoteYour Score
You’ve earned it.
Here’s what to do with it.
Get the Recognition You Deserve
Ezra Group’s WealthTech Integration Score Recognition Program offers software providers the ability to promote their outstanding integration capabilities.
The program enables your entire organization to leverage the benefits of this industry standard.
- An Ezra Group digital badge validates your product’s integration capabilities.
- Amplifies your brand and increases audience reach.
- Helps to boost prospect opportunities.
- Supports new providers in building a reliable and compatible technology stack.
- Empowers established wealth management firms when adding a new application to their existing environments.
- Provides clarity to connection by increasing transparency around integrations.
Key Program Benefits
Badge
A license to use the awarded Ezra Group WealthTech Integration Score Badge in your branded marketing materials, email campaigns, press releases, social media, website and more!
Custom Content
Members can display custom marketing content on the WealthTech Integration Score Landing Page on EzraGroup.com.
Semi-Annual Calls
Invitation to our quarterly virtual research calls where the Ezra Group Research Team will share data, analysis, and perspective on both integrations and broader WealthTech trends.
Exclusive Research
Members can download Ezra Group research reports from the members access section of the website
Promote Your Score
Ready to learn more about the WealthTech Integration Score Recognition Program?
Book a no-obligation meeting to learn more about the WTIS Recognition program.
Promote Your Score
Ready to learn more about the WealthTech Integration Score Recognition Program?
Book a no-obligation meeting to learn more about the WTIS Recognition program.
Promote Your Score
Turn your integration story into verified proof.
Every vendor claims strong integrations. Partner logos on websites. Ecosystem diagrams in sales decks. Buyers have learned to discount most of it because it’s self-reported and unverified.
Your WealthTech Integration Score is different. It’s independent, reviewed by Ezra Group, and visible to buyers who use it to compare platforms. The Recognition Program gives you the tools to put that proof to work—in your marketing, in your sales conversations, and in front of buyers at the moment they’re evaluating options.
Why third-party validation matters
- When a prospect asks about your integrations, you can point to your own website—or you can point to an independent score.
- One is marketing. The other is proof.
- The WealthTech Integration Score Recognition Program gives you:
A badge that carries weight
License to display the Ezra Group WealthTech Integration Score badge—Superior or Excellent—across your marketing materials, email campaigns, press releases, social media, and website. It's third-party validation your sales team can use when integration questions come up.
Visibility at the decision point
Buyers comparing platforms land on ezragroup.com. An enhanced profile puts your logo, messaging, and links in front of them at the moment of evaluation—not when you're interrupting them with ads.
Separation from competitors
If you're in the program and your competitor isn't, or your score is higher, that's visible differentiation in a category where everyone claims to integrate with everything.
Stay Connected to How Buyers Evaluate Integrations
Ezra Group works with wealth firms and vendors every day. We see how buyers actually weigh integration claims, which questions come up in evaluations, and where vendors lose deals they should win.
Recognition Program members get access to that perspective:
Bi-annual research calls
Virtual sessions where Ezra Group shares data, analysis, and market observations on integration trends and broader WealthTech developments.
Exclusive research
Downloadable Ezra Group reports through the members section—insights that help product and marketing stay calibrated to what buyers actually care about.
See if the program fits
A short call will cover how the Recognition Program works, what Superior and Excellent qualification looks like, and whether it aligns with your go-to-market priorities.
