Tag: Wealth Management
Making a Case for an API-Connected Ecosystem with Craig Iskowitz (Ep.4)

Making a Case for an API-Connected Ecosystem with Craig Iskowitz (Ep.4)

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APIs (Application Programming Interface) have improved the workflow of businesses in many industries by bridging the gap between different software and allowing them to communicate with each other. When it comes to the wealth management industry, accurate, timely, and seamless data exchange is table stakes. So, what does an API-enabled future look like?

In this episode, Craig Iskowitz, CEO and founder of Ezra Group, discusses:

  • What is an API
  • How APIs have transformed the wealth management industry
  • Why it is important to have more transparent and well-designed APIs
  • How to ensure platform security while using APIs
  • Things to consider when evaluating a vendor’s API stack
  • And more!

Resources:


Connect with Shannon Rosic:

Connect with Craig Iskowitz:

About Our Guest:

Craig Iskowitz is a business and technology strategy consultant who is a recognized expert on fee-based advisory platforms and wealth management technology. He is the CEO and founder of Ezra Group, a strategy consulting firm providing technology and business advice to banks, broker-dealers, asset managers, and private equity and fintech firms.

In addition to providing customized solutions to the wealth management industry, Craig publishes WTToday, a blog offering the latest insight on technology for wealth, asset, and investment management professionals.

Craig is also the host of the Wealth Tech Today podcast, where he discusses, dissects, and debates the latest news and trends in wealth management technology.



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Scale vs. Service: How Advisors can Utilize Tech to Focus on Outcome-Oriented Advice with Will Trout (Ep.3)

Scale vs. Service: How Advisors can Utilize Tech to Focus on Outcome-Oriented Advice with Will Trout (Ep.3)

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Investment managers and advisors are all about balancing their clients’ needs while striving to provide a superior level of service. 

But, what role does technology play when it comes to providing clients with personalized, outcome-oriented advice? Managers must develop the agility to customize products and services without amplifying operational cost and complexity. 

In this episode, Will Trout, the Director of Wealth Management at Javelin Strategy & Research, joins Shannon Rosic to unpack the challenges and opportunities around personalized delivery of advice and how technology can augment the entire experience.

Will discusses: 

  • His areas of expertise within the wealth management industry
  • Ways investment managers and advisors can achieve a reasonable level of customization and personalization with their clients
  • Balancing scale and service by using technology
  • Trends around portfolio management 
  • The role of direct indexing in the marketplace 
  • And more!

Resources:

Connect with Will Trout:

Connect with Shannon Rosic:

About our Guest: 

William Trout is a thought leader in North American technology strategy and innovation in the wealth and asset management industries. He has particular expertise in platform automation; portfolio management and optimization tools; data capture, storage, and analytics; and robotic process automation and AI. Within the wealth management arena, his interests include financial planning, investment advisory, retail brokerage, and trust.

An authority on digital advice delivery, William has been widely quoted in publications such as Bloomberg, CNBC, Financial Times, New York Times, and The Wall Street Journal. He is also a frequent speaker at industry conferences and client gatherings.

Before joining Javelin, William led the wealth management practice at Celent, the research and advisory arm of Oliver Wyman. Previously, he was head of product and segment development for affluent and high-net-worth customers within BBVA USA, as well as a member of the BBVA Group’s global Private Banking management team. William holds an AB from Harvard College.



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