F2 Strategy

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 Controller Bernadette Courtright, CMA, CPA (licensed in Florida). Read her full bio: https://lnkd.in/eSB36XNc

New Research Drop! Our report on digital client experience in #wealthmanagement, "Where is Wealth Management's Digital Transformation" is live. Findings from our latest survey include: 🔷 74% of firms report dissatisfaction with their #digitalclientexperience 🔷 58% of firms cite internal resources and 53% cite budget as barriers 🔷 58% of firms are considering using #AI in their digital client experience Read the full trend report: https://lnkd.in/d7PR_tre #wealthtech

For three years it's been our honor and privilege to spotlight dozens of women making a significant impact in #wealthtech with our #womeninwealthtechtowatch series. This year we've showcased 11 more women leading us into a bright new future. Congratulations once again to the Class of 2024: Shannon Spotswood, Sonjii Ivey, Laxmi Ramanath, Jamie Wieferich, Dana Rhodes, Morgan (McGovern) Bell, Jennifer Kirksey, Jessica Liberi, Sara Schwartz, Era Jain, and Cheryl Nash! #wealthmanagement #finserv #fintech #womeninfinance #womenintech #womeninbusiness

AI dominated wealth management conversations this year, but many firms are taking a cautious approach. Managing Director Scott Lamont shared his insights with Financial Planning on two key topics: 💡 How asset managers are treading carefully with AI adoption 💡Why advisors need stronger compliance frameworks for AI tools Read Rub Burgess's recap the top #AI stories of 2024: https://lnkd.in/eMf4XvGp #wealthmanagement #wealthtech #fintech

Managing Director Dan Johnson says RIAs that have leveraged their tech to drive scale and client experiences will see the fruits of their labor pay off in 2025 with a big opportunity to leapfrog more established firms. Learn how we support RIA's technology transformation: https://lnkd.in/eZprnsJd #RIA #wealthmanagement #wealthtech

Last week, our team took a significant step forward as we welcomed Ryan Beach as our new CEO. “We’ve already exceeded our aggressive growth targets, and Ryan has the exact experience we need to help fuel the next stage of our evolution,” says co-founder and executive chairman, Doug Fritz, about this exciting new chapter With Ryan at the helm, we’re excited to see what the future holds. Read more here from Davis Janowski for WealthManagement.com: https://lnkd.in/dae3PmNK #wealthmanagement #wealthtech #fintechnews

We’re excited to be recognized by ThinkAdvisor with this year’s Luminaries Firm Award for Thought Leadership and Education! 💡 Great ideas don’t happen overnight—they’re the result of steady, strategic thinking. This award reflects our commitment to delivering lasting value through deep industry insights and actionable solutions. You can visit the full list of this year’s winners via Janet Purdy Levaux: https://lnkd.in/eASV_ztV #wealthmanagement #wealthtech #fintechnews

It’s really no secret at all: An explainer or demo video is a great way for your firm’s advisor’s or your client prospects to adopt your wealth tech platform. ➡️ 4 out of 5 consumers find video demos helpful for understanding a product’s capabilities ➡️ Viewers retain 95% more information after watching a video and process visual information 60,000 times faster than text ➡️ 89% of consumers say that watching a video convinced them to buy a product or service See how video marketing fits into your plan: f2strategy.com/video Watch the video on YouTube: https://lnkd.in/ek-uQMnb #wealthtech #videomarketing #martech

Transformative leadership isn’t about rapid shifts—it’s about steady, strategic progress. That’s why we’re thrilled to welcome Ryan Beach as our new CEO. Ryan’s deep experience in wealth tech and his forward-thinking vision make him the ideal leader for this next chapter. His appointment signals our ongoing commitment to innovation and delivering exceptional value to our clients and the industry. Read more about Ryan and this exciting transition here from John Manganaro for ThinkAdvisor: https://lnkd.in/e4ua4TTB #wealthtech #wealthmanagement #fintechnews

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 Associate Creative Director Amanda Perry. Read her full bio here: https://lnkd.in/eAjJGFgR #wealthtech #fintech