Register Now Data Webinar: “Winning Data Teams: Scope, Focus and Keys to Success” October 4th at 2 p.m. EST


Our collection of webinars feature industry leaders and professionals from several top Data and Wealth Management firms. Our panelists review the latest methods and strategies firms are using to improve and influence the #wealthtech and wealth management communities. Powered by Ezra Group, these webinars cover a breadth of topics including technology, operations, and strategy for wealth management professionals.
Ezra Group brings more than 15 years of experience to its work with broker-dealers, banks, asset managers, and technology vendors.

The Last Mile: Data Powered Wealth Management CX

This webinar featured a panel of industry experts who shared stories and perspectives to shape how you think about and manage data as a key component of your client experience.

After watching this webinar, you’ll have a deeper understanding of how data can shape the quantity of your client experience and how you can leverage data to grow you firm and retain more clients.


  • Craig Iskowitz – 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

The Future of Enterprise WealthTech Webinar

Enterprise wealth management firms are under intense pressure from the COVID-19 crisis and have to deal with issues much different from RIAs and others. 

How are they reacting and how are the vendors who provide their core technology platforms supporting them? What are the trends and how are firms reacting? Hear from the leaders of the top wealth tech vendors. 


  • Craig Iskowitz – CEO, Ezra Group Consulting
  • Stuart DePina  – President, Envestnet
  • Cheryl Nash – CEO, Tegra118
  • John Lunny – CEO, Vestmark
  • Randy Bullard – Global Head of Wealth, Charles River Development
  • Eric Clarke – CEO, Orion Advisor Tech

The Engines Powering Data-Driven Wealth Webinar

This webinar was a thought-provoking session as we discussed how innovators are bringing new ideas, tools and services to Wealth Managers and Financial Service forms, enabling them to unlock the value of their data assets.

The panel participants shared ideas based on actual customer experience and their current innovation pipelines. They highlighted areas of significant opportunity and shared keys to getting to first value quickly.


  • Craig Iskowitz – CEO of Ezra Group Consulting
  • Tony Stich – Chief Operating Officer, Advicent
  • Kit Lee – Director of Technology Solutions, Pershing
  • Jud Mackrill – Cofounder and Chief Executive Officer, Milemarker
  • Davyde Wachell – Chief Executive Officer,
  • Jeff Marsden – Chief Product Officer, Xtiva Financial Systems

The Journey Towards Data-Driven Wealth Management Webinar

Financial services firms can enhance their market advantage by leveraging underutilized data assets and reorganizing. Increasing the value of the data that already exists in the firm can be accomplished through in-depth analysis, optimizing the architecture and deploying the updated strategy. 

This webinar is a crash course in developing a Data-as-an-Asset Strategy presented by industry leaders with experience in guiding enterprise firms to successful implementation. 


  • Moderator: Craig Iskowitz
  • Julia Carreon – Digital Wealth Executive, most recently Head of Digital for Wells Fargo Private Bank
  • Mark Pinto – President, Harbourfront Wealth Management
  • Jeff Marsden – Chief Product Officer, Xtiva Financial Systems
  • Damon Gladman – Head of Product, Skience