Webinar Recording

"Changing the Game:
How Executives can Level Up Advisors with Better DataThe Last Mile: Data Powered Wealth Management CX

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

Copyright © 2020 Ezra Group LLC. All Rights Reserved