Webinar Recording

"The Last Mile: Data Powered Wealth Management CX"

Webinar Summary

Originally aired on July 20, 2021

Featuring:

Craig Isowitz – CEO of Ezra Group Consulting
Sarah Rasmuss – Chief Product Officer, Circle Black
Julie Littlechild – Founder and CEO, Absolute Engagement
Penny Phillips – Cofounder & President, Journey Strategic Wealth
Heather Holmes – Founder & CEO, Genivity

Here are some key takeaways from this webinar:

Those Wealth Management firms that best understand their target client segments are the ones that will win the relationships. — Penny Phillips
Personalization and segmentation are the keys to success. Never use the “average” client for marketing because it’s too easy fro prospects to put their head in the sand by saying, “that’s not exactly like me!” — Heather Holmes
Investing in usability research before designing your client or advisor experience will deliver higher quality results that won’t require expensive overhauls later. — Sarah Rasmuss
Don’t relay on a single method of gathering feedback form clients. Integrating multiple communication channels that connect to key relationship points will generate more robust results. — Julie Littlechild

I consider Craig Iskowitz to be one of the smartest minds in the fintech space. He truly understands the entire ecosystem from a very deep and technical perspective. Craig consistently delivers high-quality with an obsession and attention to detail, emblematic of his brand.

Tina Powell

I had the pleasure of working with Craig on a large-scale system analysis project. He brought a tremendous amount of experience in the financial services sector and combined it with in-depth knowledge of the technology. I would recommend Craig to anyone looking to hire a consultant with the ability to access business problems and recommend technology solutions.

Natalie Kaminski

I have an admittedly bad habit of eating technical project managers alive; Most have a terrible habit of distorting communications, tend to generate needless paperwork, and generally get the way of getting to the done state. Craig though is the rare example of someone that gets the joke and does what's needed.. and well. I'd happily partner with him on future projects in a heartbeat.

Christian Kennedy