F2Strategy
@F2_Strategy
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Experienced partner to transform your wealth management technology.
Silicon Valley
Joined June 2016
This Thursday, join Doug Fritz to understand the value a CTO brings to an RIA firm. Register here:
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Thank you Justin Mack for the amazing job delivering practical, useful guidance to the industry on tech!
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Hey #wealthtech, #fintwit friends! Have you joined us on LinkedIn yet? Follow our company page:
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Our latest survey explored whether firms are using or plan to use direct-indexing strategies around portfolio customization. Via @Tone1870, @Fundfire
#directindexing #wealthtech
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The RFP process is a crucial step for informed decision making when it comes to technology implemention, but it can be time consuming. Here’s how to do it efficiently and effectively: #fintwit #wealthtech
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Earlier this year, we released a report on trends related to tech talent in #wealthmanagement and we want to hear from you! What is your firm doing to retain talent? (If all of the above or something else, tweet us!)
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Our CCO @LizFritz319 believes that “if you're successful, find another woman or person of color or somebody that may not have those opportunities, grab one with each hand to bring them along with you." Via @JustinLMack, @FinPlan #DEI
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Michelle is an active speaker at leading industry events and will present alongside our co-founder, @LizFritz319 at the #FintechisFemme event in San Francisco on 11/10. We hope you’ll follow, learn from and engage with this #womeninwealthtechtowatch as well as share your own!
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In our new Insight series, "What I've Seen" our Executives in Residence get to share their insights. Today, Mike Zebrowski speaks to driving change through the evolution of data standardization and integration and the need for an industry data exchange.
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Wishing our community a happy and prosperous Diwali from F2 Strategy! May this time bring in your life joy and health for you and your loved ones.
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The challenges our clients bring us are complex, but not uncommon. Pam Turner explains why we built a library of short case studies that help you understand the client problem, our process, the value of that work and its business outcomes in minutes:
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F2 Strategy’s team is an experienced and talented group of #wealthtech professionals with diverse skills sets. Get to know them with our employee spotlight series. Today meet Senior Manager, Consulting Services Samir Maniar! Read his full bio:
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RT @nicolecasperson: • @LizFritz319, co-founder and CCO at @F2_Strategy not only talks the talk, but walks the walk. She's proof that comp…
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NEW! Our latest research indicates #directindexing is growing in popularity among #wealthmanagement firms and the main reason why is #taxoptimization. Read all the trends:
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