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 WTToday, a blog offering the latest insight on technology for wealth, asset, and investment management professionals.
Craig is also host of the Wealth Tech Today podcast where he discusses, dissects, and debates the latest news and trends in wealth management technology.
Craig is a member of the strategic advisor board of Blockchange Inc., the digital assets management platform for professional wealth managers. He also serves on the advisory board of Intergen Data Inc. which develops proprietary artificial intelligence (AI) and machine learning algorithms that help banks, financial services, and insurance companies predict and identify when their clients are likely to have an important LifeEvent occur, what it could be, and how much of a financial impact that it could make.
Craig is also 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 available for speaking engagements, panels, and expert commentary in the press. Contact us for availability.