Helping Wealth Management Firms Make Better Technology Decision

Ezra Group, LLC, is a management consulting firm that provides business and technology strategy services to the financial services industry with CEO and Zen Master, Craig Iskowitz. We work with broker-dealers, banks, asset managers, RIA’s and technology vendors to share our deep knowledge and experience in wealth management products and services.

The WMToday blog and podcast are written and published by Craig Iskowitz, a business and technology strategy consultant who is a recognized expert on fee-based advisory platforms and the wealth management. Wealth Management Today is an information portal that delivers thought-provoking content and spreads good karma throughout the industry.

Wealth & Asset Managers

What differentiates us from is our ability to blend primary and secondary research with strategic analysis, bridging the gap between traditional competitive intelligence firms and Big 5 consulting firms. Our combination of exceptional research and strategic analysis is viewed by our clients as a key differentiator.

Case Studies

Case Study 1
digital advice solutions
Case Study 2
Orion Advisor Services
Case Study 3

Our Services

Our goal is to provide research-based insights that support our clients’ decision-making process.

Product Strategy

A product strategy is the foundation of a product lifecycle, and its execution plan for further development. As they develop their product strategy, product leaders zero in on target audiences and define key product and customer attributes.

Business Strategy

Business management is the art, science, and craft of formulating, implementing and evaluating cross-functional decisions that will enable an organization to achieve its long-term objectives.

Vendor Evaluation

The purpose of supplier evaluation is to ensure a portfolio of best in class suppliers is available for use. Supplier evaluation is also a process applied to current suppliers in order to measure and monitor their performance for the purposes of reducing costs, mitigating risk and driving continuous improvement.

Marketing and Content strategy

An approach that uses content to deepen our relationship with customers. Content strategy, on the other hand, delves deeper into the “creation, publication, and governance of useful, usable content.

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#ItzOnWealthTech Ep. 44: The Wizard of Social Networks with Jay Palter

"If you're focused on helping people and in a business networking setting, you get attention back when you give attention. Those are universal truths regardless…
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#ItzOnWealthTech Ep. 43: Female Leaders in Technology

"Women are over mentored and under sponsored. Mentors are just a nice relationship. But a sponsor is the one who's going to move the needle…
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#ItzOnWealthTech Ep. 42: Highlight Reel #3 from the T3 Advisor Conference

"I think in year one and year two really what we were trying to do that was different was bring advisors together, not with the…

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