Best of Breed Bet on Self, Doug Fritz F2 #podcast #wealthtech

Doug Fritz from F2 Strategy discusses how going the best of breed tech stack approach is a bet on yourself on @TheWealthTechPodcast

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*About Doug Fritz*
Doug Fritz is the co-founder and executive chair of F2 Strategy. Doug, a veteran CTO and sought-after WealthTech consultant, leads an all-star team of executives in technology-driven operations, digital client engagement, performance and implementation, among many other areas for clients. Through F2’s Outsourced CTO (OCTO) model and strategy consulting services, Doug is passionate about helping firms of all sizes deliver exceptional client and advisor experiences.

*About Michael Perez*
Michael has over 25 years of experience in providing professional services to the wealth management industry with a target on private banking and trust companies. His unique combination of asset management business skills and systems experience has helped him lead multiple finance transformation programs such as business process outsourcing, financial systems implementation, merger conversion and integration, performance improvement and process redesign.

*About F2 Strategy*
F2 Strategy is a leading wealth management technology and marketing services 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 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, elevate, and empower us all to reach the highest level of fulfillment. F2 Strategy was founded in 2016 in San Francisco, and is now headquartered in Chicago. F2 Strategy also maintains offices in New York and St. Louis.

*The WealthTech Podcast*
The WealthTech Podcast is a monthly interview series hosted by Mark Wickersham. Each month, we present a conversation with various industry leaders that focuses on the challenges family wealth firms face with technology, people, and processes.

The WealthTech Podcast is brought to you by the generous support of Risclarity. Risclarity fills in the technology gaps family wealth firms face when serving the complex needs of ultra-high net worth individuals and families.

To learn more please visit https://Risclarity.com

*Disclaimer*
Information provided is for educational purposes only. Opinions expressed and estimates or projections given are as of the date of the presentation and Risclarity has no obligation to update or provide notice of inaccuracy or change.

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