Webinar Recording

"Winning Data Teams: Getting Started And Scaling Your Team"

This webinar is brought to you in partnership with Xtiva Financial Systems.

More wealth management firms are realizing that leveraging their data assets has the power to help them reach their business goals. This requires building a strong data team that bring experienced, cross-functional skill sets to bear. However, this is no easy task.

Especially in this tight labor market, identifying and hiring the best people for your data and analytics team is imperative. The most well-run companies have been able to develop a competitive edge via their data analytics capabilities that enable business managers to gain unique insights into trends and customer behavior.

The panel will be moderated by Craig Iskowitz and will feature industry leaders.

This complimentary online roundtable is open to all those with an interest in the success of financial services firms, financial advisors and especially the customers that rely on their services.

Webinar Summary

Originally aired on October 4, 2022

Featuring:

Craig Isowitz – CEO of Ezra Group Consulting
Jeremiah Renfro, VP of Systems Engineering – Riskalyze
Bob McGill, Executive VP – Docupace
Tom Bradley, Chief Product Officer – YieldX
Jeff Marsden, Chief Product and Strategy Officer – Xtiva Financial Systemsty

Top 3 Takeaways from the webinar:

Hire people with domain expertise. it’s the best way to reduce time required to consolidate industry specific data sources into a single view. — Bob McGill
Structure your organization so that the data team works closely with the product team to align use of data with product goals. — Tom Bradley
Company size directly affects the mix of data people hired. Smaller firms should look for multi-functional players rather than single focus data scientists. — Jeremiah Renfro

This complimentary online roundtable is open to all those with an interest in the success of financial services firms, financial advisors and especially the customers that rely on their services.

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