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5.0

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Tina Powell

I consider Craig Iskowitz to be one of the smartest minds in the fintech space. He truly understands the entire ecosystem from a very deep and technical perspective. Be it speaking, writing, consulting, and now podcasting, Craig consistently delivers high-quality with an obsession and attention to detail, emblematic of his personal brand. If you’re looking for an outstanding professional with a strong character and technical acumen, Craig is it.

Natalie Kaminski

I have had the pleasure of working with Craig on a large-scale system analysis project. Craig did a superb job interviewing the end-users and managers, documenting requirements, guiding the team to better understand the purpose and the scope of the desired system. He brought tremendous amount of experience in the financial services sector and combined it with in-depth knowledge of the technology. I would recommend Craig to anyone looking to hire a consultant with ability to access business problems and recommend a technology solution.

Christian Kennedy

I have an admittedly bad habit of eating technical project managers alive; most have a terrible habit of distorting communications, tend to generate needless paperwork and generally get the way of getting to the done state. They also taste good with a nice lime-garlic salsa. Craig is the rare counterexample; he adapted to my style, suffered my abuse and was willing to go extract *useful* information from customers who often had no clue whatsoever what they wanted or why. In short, in 30 years of generally viewing PMs as an impediment to getting things done, Craig is the rare example of someone who gets the joke and does what is needed -- and well. I'd happily partner with him on future projects in a heartbeat.

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Credentials

  • Black Belt in GoJu Ryu Karate
    Masaji Taira Kenkyukai
    May, 2018
    - Sep, 2024

Experience

    • United States
    • Business Consulting and Services
    • 1 - 100 Employee
    • Founder and CEO
      • Feb 2005 - Present

      We are management consultants that offer technology, business growth and strategic marketing services. Our target clients are broker-dealers, banks, RIA's, asset managers, and their fintech vendors. * Technology Strategy - We have developed a flexible and robust analysis framework that provides organizations with a risk-mitigated approach evaluating, selecting and deploying new technology platforms. * Business Growth - We help drive firm growth and profitability, strengthen wealth… Show more We are management consultants that offer technology, business growth and strategic marketing services. Our target clients are broker-dealers, banks, RIA's, asset managers, and their fintech vendors. * Technology Strategy - We have developed a flexible and robust analysis framework that provides organizations with a risk-mitigated approach evaluating, selecting and deploying new technology platforms. * Business Growth - We help drive firm growth and profitability, strengthen wealth management offerings, deliver superior advisor experience, and identify opportunities to differentiate. * Target Operating Model - Our experienced team will help standardize and modernize your firm's approach to delivering wealth management services. This includes optimization of product offerings, organizational structure and business processes. We deliver a roadmap for consolidating silos across asset management, brokerage, and trust while maintaining a regulatory wall between manufacturing and distribution. * Our clients cover a broad spectrum of buy side, sell side and technology vendors including: Fiserv, BNY Mellon, Envestnet, JP Morgan, Pershing, Orion Advisor and SS&C. Show less We are management consultants that offer technology, business growth and strategic marketing services. Our target clients are broker-dealers, banks, RIA's, asset managers, and their fintech vendors. * Technology Strategy - We have developed a flexible and robust analysis framework that provides organizations with a risk-mitigated approach evaluating, selecting and deploying new technology platforms. * Business Growth - We help drive firm growth and profitability, strengthen wealth… Show more We are management consultants that offer technology, business growth and strategic marketing services. Our target clients are broker-dealers, banks, RIA's, asset managers, and their fintech vendors. * Technology Strategy - We have developed a flexible and robust analysis framework that provides organizations with a risk-mitigated approach evaluating, selecting and deploying new technology platforms. * Business Growth - We help drive firm growth and profitability, strengthen wealth management offerings, deliver superior advisor experience, and identify opportunities to differentiate. * Target Operating Model - Our experienced team will help standardize and modernize your firm's approach to delivering wealth management services. This includes optimization of product offerings, organizational structure and business processes. We deliver a roadmap for consolidating silos across asset management, brokerage, and trust while maintaining a regulatory wall between manufacturing and distribution. * Our clients cover a broad spectrum of buy side, sell side and technology vendors including: Fiserv, BNY Mellon, Envestnet, JP Morgan, Pershing, Orion Advisor and SS&C. Show less

    • United States
    • Information Technology & Services
    • 1 - 100 Employee
    • Investor
      • Mar 2022 - Present
    • United States
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Advisory Board Member (Sold to Gemini in 2021)
      • Mar 2021 - Present
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Advisory Board Member
      • Feb 2021 - Present

Education

  • Rutgers University
    B.S., Computer Science

Community

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