Tech It Up The Future of WealthTech: AI, Digital Transformation & Doing Good with Tech
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Jun 2, 2025 Doug Fritz, Co-Founder and Executive Chairman of F2 Strategy, shares his insights on the evolution of wealth management. He discusses the shift towards personalization and predictive tools, revolutionizing advisor-client relationships. Fritz emphasizes the importance of addressing tech stack gaps and prioritizing modernization despite budget constraints. He also highlights the significance of effective communication and vendor stability to enhance client satisfaction, crucial for multi-generational wealth retention. His expertise offers valuable guidance for the future of WealthTech.
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Practitioner-Led Consulting Origin Story
- Doug founded F2 Strategy after noticing consultants lacked practitioners who had actually executed wealth tech projects.
- He built a firm staffed with former wealth CTOs to deliver strategy and end-to-end implementation.
Data As The Core Wealth Foundation
- The essential shift is firms treating data, client experience, and technology as core strategic assets.
- Doug says this foundation enables client-centric services and future scalability in wealth management.
Personalization Driven By Time ROI Benchmarks
- Personalization demand comes from higher cross-industry benchmarks for time ROI, not laziness.
- Wealth platforms must anticipate client needs the way Amazon or Google delivers instant relevance.