Dive into the latest industry buzz with Doug Fritz in this month's Word on WealthTech column. Doug shines a spotlight on some of the most interesting announcements over the past month. This month he explores: 🤝 A Pontera & Stifel Financial Corp. partners to provide a personalized comprehensive secure management planning system for 401(k)s 💲 A funding round for Altruist 👋 Envestnet ELEVATE 📊 Expanded data management and reporting capabilities for iCapital in partnership with Mirador, LLC 💼 NerdWallet entering the RIA space Read now: https://lnkd.in/e7h4kMk8
About us
F2 Strategy is a wealthtech management consulting firm helping complex RIA, wealth, bank/trust and family office firms improve their technical capabilities to build exceptional client and advisor experiences. Led by former executives of a wide range of top-rated wealth firms and family offices, F2 Strategy combines their results-driven management strategy and implementation work with industry-leading, proprietary research to create customized high-tech solutions. A diverse, creative, and people-centric company, F2 Strategy believes the right technology has the power to support us all to reach the highest level of connection. F2 Strategy was founded in 2016 in San Francisco, has 75 employees and 3,400 consultants globally.
- Website
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http://www.f2strategy.com
External link for F2 Strategy
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Chicago, Illinois
- Type
- Privately Held
- Founded
- 2016
- Specialties
- Strategy Consulting, FinTech, Thought Leadership, Technology Roadmaps, Vendor Assessment, wealth management, RIA, Family Office, Tech Implementation, CRM, Trading Systems, Performance Reporting, and Digital Client Experience
Locations
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Primary
Chicago, Illinois, US
Employees at F2 Strategy
Updates
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We want you to know more about our team of experienced and talented #wealthtech professionals! Check out our employee spotlight series where we feature a team member every other Friday. Today meet Senior Consultant Brian Burnham. Read his full bio here: https://lnkd.in/e9FsDBB7 #wealthmanagement
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In the final article in our #CRM migration series, Martha Blenkush explains the role of the project and communications manager and why this role is crucial for the project's ultimate success. Read more: https://lnkd.in/eR4fNFm6 #wealthmanagement #wealthtech
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🗝 Data is the key to unlocking the future success of your #wealthmanagement firm. Read how investing in strong #datamanagement can bring big returns while the cost of doing nothing could be devasting: https://lnkd.in/eUPhrdsD
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Love getting to share our INSIGHT at #INSITE24!
Wealth Technology Strategist @ F2 Strategy | BBH Private Banking, Institutional Management Alum #HighTechMeetsHighTouch
Doug Fritz on stage right now sharing his perspective on the ultimate client experience. F2 Strategy #INSITE BNY Mellon | Pershing
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Jaclyn (Klabunde) Stanton, Scott Lamont and Doug Fritz have hit Nashville for BNY Mellon | Pershing #INSITE24! Hope we see you there #wealthtech and #wealthmanagement friends!
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Get everything you want in a CRM and pay for nothing that you don't. Dave Smigielski offers tips for negotiating a #CRM contract: https://lnkd.in/ekVy3vAC #wealthmanagement #wealthtech
F2 Strategy | CRM Migration: How to Negotiate a Favorable CRM Contract
f2strategy.com
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#ICYMI we recently released a survey which suggests RIAs aren’t including clients in the design of their advisory experience, nor are they adequately tracking client satisfaction with digital tools. Adam Van Deusen, CFP® revisits our findings and the importance of creating a compelling client experience in Weekend Reading for Financial Planners for Kitces.com! 📚Check out the study in the full blog post: https://lnkd.in/gHmBiciy #wealthmanagement #wealthtech
Home
https://www.kitces.com
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New Research: 🔹 The average organic growth rate has dropped annually since 2021 🔹 Only 67% of #wealthmanagement firms have an organic growth rate goal 🔹 Word-of-mouth tops the list of firms' organic marketing tactics Read our new trend report, "Wealth Management's Connection Between Marketing and Technology is Broken" to uncover strategies to connect marketing and technology for effective growth: https://lnkd.in/dvNkNtaB #wealthtech #fintech #finserve
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Our May #womeninwealthtechtowatch is none other than Dana Rhodes, COO of Axtella. With over 20 years of #financialservices experience, Dana is a master at crafting impactful wealth management programs. Working closely with financial professionals, she uses her keen eye to identify their product and compliance needs, skillfully combining both to gain a panoramic view of the advisory landscape. Prior to joining Axtella, she held positions at Riskalyze (now Nitrogen), Kestra, and NFP Advisor Services. Dana was the driving force and spirit behind establishing Axtella’s NOVA Women’s Collective, which enables its members to network, connect, gain insights from peers, openly exchange ideas, hear from industry leaders, and leverage a platform that turns the power of women’s perspectives into initiatives for positive transformation. She passionately advocates for the support and guidance of women in our industry and leads a united front in the pursuit of solidarity and success. We hope you’ll follow, engage with and learn from this #womeninwealthtechtowatch as well as share your own!