Time to Recognize Effective Wealth Management Strategies When We See It

Human beings have had an arsenal more vast than any other species, but at the same time, we still cannot do anything better than growing on a consistent basis. This ability to improve, no matter the circumstances, has really got the world to hit upon some huge milestones, with technology appearing as a major member of the stated group. The reason why technology enjoys such an esteemed stature among people is, by and large, predicated upon its skill-set, which ushered us towards a reality that nobody could have ever imagined otherwise. Nevertheless, if we look up close for a second, it will become clear how the whole runner was also very much inspired from the way we applied those skills across a real world environment. The latter component was, in fact, did a lot to give the creation a spectrum-wide presence, and consequentially, kickstarted a tech revolution. Of course, this revolution then went on to scale up the human experience through some outright unique avenues, but even after achieving such a monumental feat, technology will somehow continue to produce the goods. The same has grown increasingly evident over the recent past, and assuming one new fintech-themed development shakes out just like we envision, it will only make that trend bigger and better moving forward.

Ezra Group LLC, a strategy consulting and research firm that has provided technology and operations advice to the wealth management industry since 2005, has officially announced the launch of a new recognition program for their industry standard Ezra Group WealthTech Integration Score™. In case you aren’t aware, the WealthTech Integration Scores is something which was conceived in the first place to support better decision-making for wealth management firms when evaluating new applications, as well as help software vendors better serve their clients on the back of improved integrations. So, how will the new recognition program build upon this existing value proposition? It will effectively make a point to distinguish and honor software providers that display integration capabilities greater than their peers, thus encouraging innovation among the masses. Talk about the initiative on a much more granular level, the recognition program will unlock for participating vendors a chance to publicly display their Ezra Group WealthTech Integration Score Badge. You see, all awardees can expect to earn the right of displaying an Ezra Group WealthTech Integration Score Badge across all their digital platforms, including websites, social media, email campaigns, and other branded marketing materials. Talk about marketing, we must acknowledge the prospect of using the program as a marketing tool, meaning awardees can upload customized marketing content to be featured on the WealthTech Integration Score Landing Page at EzraGroup.com, This notably includes the ability to promote direct links to their products, thus enhancing visibility and client engagement. Another detail worth a mention would be how participants will also receive exclusive invitations to quarterly virtual calls where Ezra Group’s latest research, analysis, and perspectives on integration and wealthtech trends will be presented to inform all their future efforts. Not just general research insights, though, vendors will also gain access to those focused proprietary reports, reports that will offer critical and industry-specific insights, along with downloadable competitive intelligence to put you at a sizeable advantage.

Moving on to whether Ezra Group’s WealthTech Integration Score is even reliable, the answer to that has to be yes because it is meticulously calculated based on an in-depth assessment of each application’s integrations across multiple criteria, reflecting breadth, depth, security, and developer support. During the assessment, the concerned system takes into account comprehensive analysis of over 4,500 integrations across more than 450 applications. By covering such a vast expanse, it unsurprisingly brings to the fore a thorough and fair evaluation. Now, with the entire infrastructure already in place, the new recognition program, apart from bestowing further significance on a firm’s robust integration capabilities, simplifies for wealth management companies the very process of building a more connected and reliable technology stack. Once developed, the stated technology stack should also go a long way to boost your brand equity, while simultaneously increasing the quantity, and more importantly, the quality of your market opportunities with both clients and advisors.

Making Ezra Group an ideal candidate to take on such an effort is its ability to provide technology and business research, information, and advice to banks, broker-dealers, asset managers, private equity, and fintech firms. This it does through different but highly-accessible mediums like blogs, articles, podcasts, and newsletters etc., all mediums seemingly positioned to optimize your platforms, processes, and products, and as a result, super-charge business growth.