Doug Fritz

Doug Fritz, Co-founder and Executive Chairman of F2 Strategy, shares his wealth of experience as a former CTO in top financial firms. He dives into how technology, particularly AI, can revolutionize client engagement and operational workflows in advisory businesses. Doug discusses the journey from his early career in Moscow to leading innovations in wealth management. He emphasizes the importance of strategic tech choices and offers insights on how firms can future-proof themselves while addressing the challenges of adopting new technologies.

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.