Webinar Recording

the journey towards data-driven wealth management

Webinar Summary

To assess the strength of your organization’s data strategy, get your complimentary Data-as-an-Asset Readiness scorecard here by taking our 3-minute assessment.

The panel was moderated by Craig Iskowitz, CEO of Ezra Group Consulting and featured the following industry leaders:

Julia Carreon – Former Head of Digital Wealth, Wells Fargo
Mark Pinto – President, Harbourfront Wealth Management
Jeff Marsden – Chief Product Officer, Xtiva Financial Systems
Damon Gladman – Head of Product, Skience

Here are the key takeaways from this webinar:

The real power of data comes from connecting it and generating actionable insights – Damon Gladman, Head of Product, Skience
Get the right people engaged in your data projects from the start. Ensuring that everyone understands what you’re tryin to accomplish will increase your chances of success. – Julia Carreon, Digital Wealth Executive, most recently head of Digital for Wells Fargo Private Bank
Your data strategy will never be perfect. If that’s your expectation then regardless of how well you execute, you’re never going to be viewed as successful. – Damon Gladman, Head of Product, Skience
Recognize the limitations of your organization. Don’t bite off more than you can chew when starting a new data project. – Mark Pinto, President, Harbourfront Wealth Management
Don’t assume you can do everything in house. Ask for help from an outside partner to inject fresh thinking to help jumpstart your project. – Jeff Marsden, Chief Product Officer, Xtiva Financial Systems

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