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A fast-growing fintech that provides marketing automation software (martech) and services to wealth management firms approached us looking for market research to help drive their product roadmap.

After brainstorming with their senior management team, we proposed a project to perform a competitive analysis.

Competition had been increasing in the martech space before the pandemic, but absolutely exploded post-pandemic as advisors were unable to meet with clients or prospects face-to-face. New vendors flooded the market with innovative products and our client need direction and a better understanding of how table stakes had changed.
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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 WMToday, a blog offering the latest insight on technology for wealth, asset, and investment management professionals.

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