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The post Ep. 355: Why Your Tech Stack Feels Tangled (And How to Untangle It) with Jennifer Maruca of Platform Value Group appeared first on and was written by Elana Iskowitz.
Meet Our Guest This episode features Jennifer Maruca, founder of Platform Value Group and a senior consultant with Ezra Group. Jennifer has spent years helping wealth management firms understand a problem that rarely shows up as a line item on any budget: the gap between what firms pay for their technology and the value that […]
The post Ep. 355: Why Your Tech Stack Feels Tangled (And How to Untangle It) with Jennifer Maruca of Platform Value Group appeared first on and was written by Elana Iskowitz.
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Otsi kanali WealthTech Today viimaseid osasid.
MUUD EPISOOD SELLES PODCASTIS
Mike Muniz, Chief Strategy Officer at Canoe Intelligence, joins Craig to break down how Canoe's dual-model AI architecture automates data extraction from alternative investment documents. They cover Canoe's product suite — including Asset Data and Labs — and how the platform stays system-agnostic w…
The post Ep. 353: Human-AI Synergy: How to Keep Advisors Front and Center with Spenser Segal, ActiFi appeared first on and was written by Elana Iskowitz.
Meet Our Guests This episode features Spenser Segal, founder and CEO of ActiFi. In this conversation, Spenser and Craig dig into how Success Pr…
The post Ep. 351: From 40 Unicorns to 1,400: How to Navigate the Private Markets Boom with Phil Haslett, EquityZen appeared first on and was written by Elana Iskowitz.
Meet Our Guest This episode features Phil Haslett, co-founder and Chief Strategy Officer of EquityZen, the platform that lets inv…
The post Ep. 352: Why Advisors Want Fewer Tech Stack Choices, Not More with Vinay Kant and John Amore of Kestra Financial appeared first on and was written by Elana Iskowitz.
Meet Our Guests This episode features Vinay Kant, Chief Digital and Technology Officer at Kestra Holdings, and John Amore,…
Vastutamatussäte: Sellele lehele manustatud taskuhäälingusaade ja kunstiteosed pärinevad Craig Iskowitz-lt, mis on selle omaniku omand ja ei ole seotud ettevõttega Listen Notes, Inc.
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