Tech It Up

The Future of WealthTech: AI, Digital Transformation & Doing Good with Tech

Listen Later

In this episode of Tech It Up, hosts Trent Barry and Jasmine Conner speak with Doug Fritz, Co-Founder and Executive Chairman of F2 Strategy.

Topics include:

  • Key shifts in wealth management over the past decade
  • The role of personalization and predictive tools
  • Gaps in tech stacks and how to address them
  • How to prioritize modernization during budget constraints

    • This episode is ideal for executives, advisors, and anyone thinking about the future of WealthTech.

    Resources:

    F2 Strategy: f2strategy.com

    Doug Fritz on LinkedIn: linkedin.com/in/doug-fritz

    ...more
    View all episodesView all episodes
    Download on the App Store
    Tech It UpBy SS&C Advent
    • 4.4
    • 4.4
    • 4.4
    • 4.4
    • 4.4

    4.4

    7 ratings