Ep. 144: Artificial Intelligence Powered CRM with Brian McLaughlin, Redtail Technology‪ ‬ WealthTech Today

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Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in, sit back and relax, you’re listening to episode 144 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […]

Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in, sit back and relax, you’re listening to episode 144 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […]