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Ezra Group is a management consulting firm that focuses on delivering innovative solutions and expert advice to technology providers, banks, broker dealers, RIAs and investment management clients. Craig Iskowitz, the CEO of Ezra Group, is a well-known expert in the wealth management industry with over 20 years of experience in financial services. Craig is a thought leader in fee-based advisory platforms and the surrounding FinTech space. He publishes a wealth management blog call WM Today (www.WMToday.com), and is a frequent speaker and panelist at industry conferences.

  • Product strategy

A product strategy is the foundation of a product lifecycle, and its execution plan for further development. As they develop their product strategy, product leaders zero in on target audiences and define key product and customer attributes.

  • Business strategy

Business (or Strategic) management is the art, science, and craft of formulating, implementing and evaluating cross-functional decisions that will enable an organization to achieve its long-term objectives.

  • Vendor evaluation

The purpose of supplier evaluation is to ensure a portfolio of best in class suppliers is available for use. Supplier evaluation is also a process applied to current suppliers in order to measure and monitor their performance for the purposes of reducing costs, mitigating risk and driving continuous improvement.

  • Marketing and Content strategy

An approach that uses content to deepen our relationship with customers. Content strategy, on the other hand, delves deeper into the “creation, publication, and governance of useful, usable content.