Webinar Recording

"The Engines Powering Data-Driven Wealth"

Webinar Summary

Originally aired on May 18, 2021

Featuring:

Craig Isowitz – 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, Responsive.ai
Jeff Marsden – Chief Product Officer, Xtiva Financial Systems

Here are some key takeaways from this webinar:

Successful digital transformation projects require a sound data-strategy to know where master copy of data resides, how to synchronize & avoid conflicts — Kit Lee – Director of Technology Solutions, Pershing
Data is a powerful driver of the advice delivery process — Tony Stich – Chief Operating Officer, Advicent
The goal of every data strategy project is to influence the actions of the organization. At the core are human beings. If you can’t engage the humans & change their behavior, you won’t generate the expected outcomes. — Jeff Marsden – Head of Product, Skience
Wealth Management firms will be able to make their own “mix tape” of data that is most valuable to them no matter the source system. — Jud Mackrill – Cofounder and Chief Executive Officer, Milemarker
Data is power in an organization & lines of business want that power to themselves. You must create consensus that a project is going to drive value across all of the stakeholder egos. — Davyde Wachell – Chief Executive Officer, Responsive.ai

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