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Listen "The Future of WealthTech: AI, Digital Transformation & Doing Good with Tech"
Episode Synopsis
In this episode of Tech It Up, hosts Trent Barry and Jasmine Conner speak with Doug Fritz, Co-Founder and Executive Chairman of F2 Strategy.
Topics include:
Key shifts in wealth management over the past decade
The role of personalization and predictive tools
Gaps in tech stacks and how to address them
How to prioritize modernization during budget constraints
This episode is ideal for executives, advisors, and anyone thinking about the future of WealthTech.
Resources:
F2 Strategy: f2strategy.com
Doug Fritz on LinkedIn: linkedin.com/in/doug-fritz
Topics include:
Key shifts in wealth management over the past decade
The role of personalization and predictive tools
Gaps in tech stacks and how to address them
How to prioritize modernization during budget constraints
This episode is ideal for executives, advisors, and anyone thinking about the future of WealthTech.
Resources:
F2 Strategy: f2strategy.com
Doug Fritz on LinkedIn: linkedin.com/in/doug-fritz
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