How to Reduce Risk with Strong Processes and More
Using Process Workflows to Manage Risk and Build Better Experiences
By streamlining processes and controls, wealth management firms can empower themselves to strengthen controls against criminal activity such as cyber-attacks while designing experiences that further delight their clients.
New Research: Benchmark Report: Wealth Management’s Satisfaction with CRMs
F2’s latest research on CRM satisfaction reveals overall rates are better but still low. However, firms that have invested the most in the tool have reaped the most rewards from it and report higher rates of satisfaction.
Video: Navigating Change in Wealth Management
Watch F2 Executive in Residence, Jennifer Fox, outline five steps for wealth management leaders to take when guiding their firms through a technology implementation or other change.
Word on WealthTech: October 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.
WSR Pathfinder Awards – Top Hispanic Industry Leaders Of 2024
