Ezra Group with Craig Iskowitz | E425
From Fintech Impact by Jason Pereira
April 28, 2026 · 40 min · Episode 425
About this episode
Craig Iskowitz discusses the challenges and strategies in navigating technology changes in wealth management.
Craig Iskowitz, CEO of Ezra Group, returns to speak with Jason about navigating the overwhelming pace of technology change in wealth management. Iskowitz explains how Ezra Group provides objective tech stack evaluations for firms without the bias of referral fees or software sales. The discussion highlights the shift from crypto to AI hype, the dangers of overbuilding in-house tools, and why "integration quality" is often the weakest link in an advisor's workflow. This episode is a must-listen for RIA owners and operations leaders who need a reality check on AI implementation and a framework for building a scalable, well-integrated tech stack. Episode Highlights: 00:00 Milestone Guest Intro 01:23 Craig’s Origin Story 02:51 Tech Change Goes Exponential 04:31 AI Hype Versus Reality 08:03 Regulated Industry Limits 09:28 Buy Versus Build Returns 10:01 Hidden Costs of Building 15:43 When Building Makes Sense 18:22 Super Apps and All-in-One 20:01 Integration Friction Problem 20:43 Integration Reality Check 22:48 AI And Vendor Shifts 26:51 Note Takers Threaten CRMs 29:19 Build Versus Buy Limits 30:49 Tech Spend And Stack Strategy 32:13 Optimize Before Replacing 34:53 Wishes Hiring And…
People in this episode
Host: Jason Pereira
Guest: Craig Iskowitz
Topics covered
- technology change
- wealth management
- AI implementation
- tech stack evaluation
- integration quality
- crypto to AI shift
Keywords
- wealth management
- AI hype
- integration quality
- tech stack
- crypto
- RIA owners
- operations leaders
Sponsors
Woodgate.com
Mentioned in this episode
Organizations: Ezra Group, Facebook, LinkedIn, Acast
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