Unlock Your Access to The Journey Towards Data-Driven Wealth Management Webinar

FINTECH VENDORS

Ezra Group provides the research, strategy, and expertise necessary to guide important decisions for fintech vendors around business development, strategy, and product.

Competitive Analysis

We assess overall market position, identify unique selling propositions and strategic advantages to deliver a comprehensive report that will help prioritize the product roadmap and overhaul the sales message.

New Product Strategy

We evaluate opportunities for new products and develop detailed, research-backed guidance on the market and the appropriate method for introducing the product to the desired clientele.

Market Research

We conduct targeted market analysis and competitive analysis on behalf of clients with useful insights. Our research powers new product strategies and business models.

Partnership Analysis

We analyze the market for potential fintech partners that can provide complementary functionality and services.  Includes observations on the key trends and marketplace forces shaping corporate strategy, identify gaps in current offerings against the needs of target market segments, review the key competitors’ strengths and weaknesses

Quick Product Assessment

For fintech vendors looking to improve the quality and competitiveness of their software, we offer a two-hour product assessment service. This is a virtual consulting session with a product demo during the first hour and our feedback and recommendations during the second hour. We will provide an honest review of your software with comparisons in key areas against the top competitive products in your target market. This evaluation can save weeks or months of beta testing and redirect your product roadmap towards features that can provide immediate benefits and increased sales. 

Outsourced Chief Strategy Officer

We have worked with some of the largest wealth management technology vendors to develop new outsourced Chief Strategy Officer business strategies, product roadmaps, software specifications, and improved pricing models. Our expertise extends across the entire wealth management life cycle from proposal generation to account opening to portfolio rebalancing through reporting and billing.