Making the financial services industry an environment that champions women is a priority for our co-founder Liz Fritz. She recently sat down with Maree Moscati CEO for Copytalk Mobile Transcription Services‘ Dynamic Women series to discuss the challenges of being a woman in finance, her unconventional journey to joining the industry, and the birth of F2 Strategy. ”What I fell in love with were the stories of the investors. Stories around advisors helping women through a divorce or supporting a family save and plan to send their kids to college. These were the stories I wanted to help tell.” Read the column here: https://lnkd.in/gSDy2T7D
About us
F2 Strategy is a wealthtech management consulting 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 and implementation work 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 us all to reach the highest level of connection. F2 Strategy was founded in 2016 in San Francisco, has 75 employees and 3,400 consultants globally.
- Website
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http://www.f2strategy.com
External link for F2 Strategy
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Chicago, Illinois
- Type
- Privately Held
- Founded
- 2016
- Specialties
- Strategy Consulting, FinTech, Thought Leadership, Technology Roadmaps, Vendor Assessment, wealth management, RIA, Family Office, Tech Implementation, CRM, Trading Systems, Performance Reporting, and Digital Client Experience
Locations
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Primary
Chicago, Illinois, US
Employees at F2 Strategy
Updates
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Our Michelle Borkowski and Emily Montgomery answer your burning questions about organic growth in #wealthmanagement: https://lnkd.in/eqqnHF8R #marketing #finserv
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"[Advisors] are not comfortable using the tool, and that creates a negative vibe around the whole process. And soon, you have people just complaining about it or ignoring it altogether.” Testing new technology with those most likely to use it is critical when implementing new tools. Managing director Scott Lamont says if firms listen to advisor feedback, they will become the champion for your new tech stack. Read the full article from Rachel Witkowski for Financial Planning: https://lnkd.in/eAxApzZK
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We're having some fun with our founders Liz Fritz and Doug Fritz! Here's a behind the scenes sneak peek of what's ahead for National Couples Day in August 😊 #workhardplayhard #entrepreneurlife #fintech
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Summer is not the time to take your foot off the prospecting pedal according to our chief marketing officer Jeremy Jackson. Advisors should be using this slowdown to “set the stage for a productive ‘back to school’ season.” Jeremy offers a few helpful tips to stand out from the crowd this summer: 🗣️Be vocal while others rest 🏀Host a community event 💻Update your website To read more on how to get ahead this season, check out the full article from Michael Madden for Wealth Solutions Report: https://lnkd.in/g5djj7zk #wealthmanagement #wealthtech
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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 Consultant John Driban. Read his full bio here: https://lnkd.in/enDkSBvE #wealthtech #fintech
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Doug Fritz, Scott Lamont and Jaclyn (Klabunde) Stanton attended INSITE earlier this month. Doug and Jaci broke down a few of our takeaways from the experience: https://lnkd.in/eQMF5j3s #wealthmanagement #wealthtech #fintech
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We’re pleased to honor Morgan McGovern of Constellation Wealth Capital as our June #womeninwealthtechtowatch! Morgan leads Technology Consulting for CWC where she focuses on helping its partner firms optimize technology for efficiency and growth. With her results-driven consultative approach and deep knowledge of the wealth tech industry, she supports firms in aligning their technology strategy and selected systems to enhance advisor and client experiences. Morgan is passionate about the #wealthmanagement industry and dedicated to nurturing the next generation of leaders. Her work has led her to create programs for rising leaders that encourage knowledge sharing, networking and learning opportunities to advance the future of #wealthtech and wealth management. We hope you’ll follow, engage with and learn from this #womeninwealthtechtowatch as well as share your own!
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The 🔑 to success is communication. #ICYMI Martha Blenkush explains the essential role of project and communications manager during #CRM implementation. https://lnkd.in/eR4fNFm6 #wealthmanagement #wealthtech #fintech
F2 Strategy | CRM Migration: The Importance of Project Management and Communications
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