Align Your Tech to Your Value Prop and More
Video: Aligning Technology to Your Value Proposition
Watch F2’s Jaci Stanton explain what broker-dealer firms are doing to align technology to their value propositions to provide a better client experience and drive growth.
Podcast: Blending Technology and Marketing to Drive Growth
Doug enjoyed having the chance to discuss leveraging martech to differentiate themselves in the crowded marketplace, and the importance of focusing on measurable outcomes when implementing new technologies, rather than getting caught up in trends or tech fads with TradePMR on this recent episode of their podcast.
Word on WealthTech: November 2024
F2 Strategy's co-founder and CEO Doug Fritz provides his take on the most important wealth management technology news of the last month.
Advisors are Using AI but Skipping the Compliance Guardrails
A recent survey from the National Society of Compliance Professionals found that 92% of respondents say they have yet to adopt policies and procedures to govern AI use. Our managing director, Scott Lamont, suggests this may stem from a feeling of confusion coming from regulators and the users alike.
Women In Wealthtech: Female Leaders Reshaping Family Office Technology
Liz Fritz and these female leaders in wealthtech are reshaping the family office technology landscape.
