United Planners Archives - Ezra Group LLC

#ItzOnWealthTech Ep 7: Best Practices in Broker-Dealer Technology with Aaron Spradlin & Billy Oliverio from United Planners

“We were able to speed up our development and delivery of solutions to our advisors by not trying to be the center of the universe, which is where a lot of broker-dealers were spending a lot of money.” — Aaron Spradlin Aaron Spradlin is the Chief Information Officer at United Planners Financial Services. He received […]

TESTIMONIALS

We couldn't be happier that we selected Ezra Group for our market analysis project. They did an outstanding job marrying their technology expertise with deep dive data research. Their team not only understood how our products fit in the asset and wealth management ecosystems, but also grasped our business challenges. They helped us size the global addressable market for our software and created a “sales battle map” that enabled our sales team to focus on those prospects with the greatest revenue potential. They integrated the market research with explanations of key industry trends that created tangible value for our firm. We enjoyed working with Ezra Group and highly recommend them.

The Ezra Group team was collaborative and supportive on our market analysis project. They helped us to understand the client segments we were targeting and designed a Go To Market strategy on a tight schedule. Craig and his team have tremendous knowledge in the wealth management space and are able to apply it in a practical and results-oriented way. They are a pleasure to work with and always deliver to an exceptionally high standard. When we need a reliable partner to assist in developing our product and marketing strategies, we know we can count on Craig and the Ezra Group team to deliver innovative ideas and timely solutions. We are impressed with quality of their work and would highly recommend them to any technology vendor looking for grow their business in the wealth management space.

We have been working with Craig and the Ezra Group team for almost a decade and they have become one our most trusted consulting partners. They have helped us on many important strategic projects, a few of the biggest include developing and executing Go To Market plans for new products, assisting client implementations of our UMA platform, designing new pricing models, conducting market research and brainstorming with myself and my executive team on our long-term business strategy which includes M&A and partnerships. I consider Craig to be a good friend and would highly recommend him and his firm to anyone looking for wealth management industry expertise.

When we initially engaged the Ezra Group to assist with our product strategy, we had no idea how valuable their help would turn out to be. Right from the start, their friendly and competent team conducted thorough market research on our behalf and developed a report that we relied on to prioritize our product roadmap and overhaul our sales message. As a result of their guidance, we put dozens of new features into development and made updates to our website to better showcase our differentiators. Sales are up 370% since our engagement with them, and while I can't say that Ezra group get's 100% of the credit for this, they certainly helped refine our focus. I recommend Craig and his team to any fintech looking for research and guidance on software product strategy in the wealth management space (except for our competitors who definitely shouldn't hire them).

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Tag: United Planners

#ItzOnWealthTech Ep 7: Best Practices in Broker-Dealer Technology with Aaron Spradlin & Billy Oliverio from United Planners

TESTIMONIALS

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