Episode Number: 70

Ep 70: Innovation & Process Alignment in the Wealth Management Industry with Craig Iskowitz

Podcasts

Ep 70: Innovation & Process Alignment in the Wealth Management Industry with Craig Iskowitz

July 6, 2022 - Matt Reiner

About the Topic

On today’s podcast, we are joined by Craig Iskowitz, an innovative CEO & Founder, podcast host, blogger and leader in wealth technology.

Craig discusses changes and innovations in technology, how it has evolved, how firms should evaluate their technology, the innovator’s dilemma and the evolution of the floppy disk! He identifies where to start at your wealth management firm with revamping processes, the importance of good processes and procedures, and how to build good processes within a firm.

This conversation will leave you excited to dig into your current technology and processes. 

Craig Iskowitz 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, a strategy consulting firm providing technology and business advice to banks, broker-dealers, asset managers, private equity and fintech firms. In addition to providing customized solutions to the wealth management industry, Craig publishes WealthTech Today, a blog offering the latest insight on technology for wealth, asset, and investment management professionals.

Craig is also host of the WealthTech Today podcast where he discusses, dissects, and debates the latest news and trends in wealth management technology.

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About the Show

Bridging the Gap is a financial podcast hosted by CEO Matt Reiner focused on bringing together leaders from the finance and the technology industries to focus on innovating the financial services industry.

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Matt Reiner, CFA, CFP®

Matt Reiner, CFA, CFP®

HOST

I’ve been fortunate to be around the wealth management business for over 25 years. Along with this, I’m also the CEO of a tech startup. These experiences have given me a bird’s eye view of both the technology and financial services spaces.