ZARZA We are Zarza, the prestigious firm behind major projects in information technology.

WealthTech Today

Por: Craig Iskowitz

Listen each week as host Craig Iskowitz interviews fintech leaders and dissects the latest news and trends in wealth management technology.

300 episodios disponibles

Latest episodes of the podcast WealthTech Today

Mostrando página 7 de 15

Ep. 202: TruView: An Advisor Experience Platform with Amit Dogra 14/09/2023

Ep. 201: The Evolution of Estate Planning: A Conversation with Steve Lockshin, Vanilla 07/09/2023

Ep. 200: Finding the Whitespace in Advisor Marketing Strategy, with April Rudin 01/09/2023

Ep. 199: AI Will Save Us from the Tyranny of the Blank Screen with Susan Emerson, Salesforce 25/08/2023

Ep. 198: August WealthTech News 21/08/2023

Ep. 197: Unleashing Potential: A Next-Gen Advisor Platform with Shannon Spotswood, RFG Advisory 10/08/2023

Ep. 196: AI Unleashed: Augmenting Human Experience at Scale with Sindhu Joseph, CogniCor 07/08/2023

Ep. 195: July WealthTech News 28/07/2023

Ep. 194: Say Goodbye to Uncertainty: Embracing Reality-Based Retirement Strategies with Sheryl O’Connor, IncomeConductor 27/07/2023

Ep. 193: A Growth Platform is the Glue in Your Tech Stack with Aaron Klein, Nitrogen Wealth 14/07/2023

Ep. 192: Building a Fintech Startup: Overcoming Obstacles and Finding Success with Lacey Shrum, SmartKx 06/07/2023

Ep. 191: A $1 Billion RIA Tech Stack – Hollow Brook Wealth Management 03/07/2023

Ep. 190: June WealthTech News 26/06/2023

Ep. 189: Building a Client-Centric Business: Advice from Penny Phillips, Journey Strategic Wealth 15/06/2023

Ep. 188: Scaling Success: How Compliance Tech Drives Business Growth with Parham Nasseri, InvestorCOM 11/06/2023

Ep. 187: Why We’re Still Struggling to Reach Full Digitization with Jim Crowley, Pershing 05/06/2023

Ep. 185: A Breakthrough in Maximizing Conference Networking with Matt Middleton, Advisor Circle 19/05/2023

Ep 184: May WealthTech News 15/05/2023

Ep. 183: Supercharging The Human Side of Advice with Julie Littlechild 25/04/2023

Ep. 182: A Hungry and Humble RIA with Brad Genser, Farther 07/04/2023

« Primera ‹ Anterior 1 ... 5 6 7 8 9 ... 15 Siguiente › Última »