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 founder and CEO 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.
Craig is a member of the advisor board of Intergen Data Inc., a fast-growing technology company that builds proprietary artificial intelligence (AI) and machine learning solutions that help banks, financial services firms, and insurance companies predict and identify when their clients are likely to have an important Life Event, what it could be, and how much of a financial impact that it could make.
Craig is a member of the advisory board of Absolute Engagement, a leading global research firm focused on increasing client retention and referrals within the financial services industry. The company was founded by Julie Littlechild in 2014 and conducts in-depth research into client and team engagement and develops training classes to help financial advisors and enterprises dive deeper engagement and growth in their business.
Craig is also a member of the advisory board of Pulse360, a startup fintech that is revolutionizing how financial advisors plan, prepare for, deliver and follow-up on client meetings. Their application streamlines every step involved in client meetings with advanced automation that improves efficiency and connectivity to popular CRMs that eliminates double data entry.
Craig is also available for speaking engagements, panels, and expert commentary in the press. Contact us for availability.