F2 Strategy

Is your #brokerdealer firm doing these four things with technology? Your competitors are. Learn more in this video from Jaclyn (Klabunde) Stanton and then visit to talk more: https://lnkd.in/eqS5iZJw #wealthmanagement #wealthtech

We could get a lot more value out of our CRMs. The trick is to understand the experiences we want and customize the tool to fit our unique needs. Read the full CRM benchmark report: https://lnkd.in/eBXAMK_Z #wealthtech #wealthmanagement

Get to know our team of experienced and talented #wealthmanagement technology and #marketing professionals! Our employee spotlight series features a different team member every other Friday. Today meet Senior Copywriter Lizzie Wiley. Read her full bio here: https://lnkd.in/gwY_8NQs

In today’s environment, there are land mines around every corner—from fraud to human trafficking—well-planned processes are a wealth management firm’s best protection. In addition, we’ve benchmarked the industry’s CRM satisfaction and the results show that while most firms are not thrilled with the tool, those that have put the most effort into it are seeing the best results. Finally, congratulations to F2’s Michael Perez for being named Hispanic Consulting Executive of the Year by Wealth Solutions Report Pathfinder Awards!

This October, we’re pleased to recognize Era Jain, CEO & Co-founder of Zeplyn, as our #womeninwealthtechtowatch. She is leading Zeplyn’s mission to build an AI platform that unlocks unprecedented operational efficiency for advisors and reimagines the investor journey. Today, the Zeplyn meeting assistant is saving advisors 12+ hours/week by streamlining their client review process. Before Zeplyn, Era spent a decade at Google as a Software Engineer building foundational #AI technologies for Google Search, Voice Assistant, and Speech Recognition. Her work primarily focused on using AI to extract, aggregate, and synthesize valuable insights from various unstructured data sources—web, documents, and human speech. Era’s expertise in building large-scale AI systems combined with her extensive experience in product development has equipped her to provide delightful product experiences to #financialadvisors on the Zeplyn platform. Era is an advocate for #WomeninTechnology, a long-distance runner, and a vocalist. We hope you’ll follow, engage with and learn from this #womeninwealthtechtowatch as well as share your own!

CRM software is a critical part of an advisory firm’s tech stack, supporting both the sales process and long-term client management. Despite these crucial roles, nearly half of respondents in our latest survey are dissatisfied with their current #CRM. One way we believe satisfaction can be increased is by assessing the exact needs you're looking for, and customizing a CRM tool to fit your firm. To learn more about our findings, read this Weekend Reading For Financial Planners from Adam Van Deusen, CFP® for Kitces.com: https://lnkd.in/eXGeGiZq #wealthmanagement #wealthtech

A well-executed #CRM implementation allows your firm to consistently deliver exceptional experiences throughout each client’s life cycle. Our CEO and co-founder, Doug Fritz, recently joined Matt Reiner, CFA, CFP® on the Bridging the Gap Podcast to discuss successfully integrating #wealthtech into #wealthmanagement firms.   “What a great CRM implementation would look like on the operations side is curating that phenomenal client experience that you want as a differentiator.” 🎧Tune into their full conversation: https://lnkd.in/e9783k5z

Jaclyn (Klabunde) Stanton and Michelle Borkowski shared takeaways from RIA Edge West on: -Personalization and Scale -Growth Focus -Women in Wealth Management Read their Two-Minute-Take: https://lnkd.in/eJ_JJ8bf #wealthtech #wealthmangement #fintech #finsev

Michael G Perez says the hybrid-RIA model brings potential for deeper client relationships, but comes with risks of playing both sides. Read more to find out how this model is shaping an already complex landscape: https://lnkd.in/ef5gSGAB #wealthmanagement #finserv #fintech

Doug Fritz spoke at SS&C Technologies Deliver in New Orleans this month. Read his take on what SS&C is doing with tech in #wealthmanagement and what is trending in the RIA space: https://lnkd.in/dEXTwCKj #wealthtech #fintech