F2 Strategy

February may be the shortest month, but it didn’t fall short on #WealthTech news! ? Dive into this month’s Word on WealthTech, where co-founder and executive chairman,?Doug Fritz, breaks down some of the industry’s biggest headlines, including: ? ??Jump, the AI notetaker for advisors, raises $20 million? ???AssetMark’s?latest hire signals a push for stronger tech infrastructure ??Waterlily?raises $7 million in seed funding to help #advisors navigate long-term care conversations? ??An industry titan joins the board of AI startup?Zeplyn ? Get the full scoop on?WealthManagement.com:?https://lnkd.in/eaEWG57P #wealthmanagement #fintech

"The true value of your #wealthmanagement firm is your client relationships and your organic growth." - Shannon Eusey, Beacon Pointe In part 2 of our limited-run podcast series, Conversations with Women in WealthTech, Shannon, Jaclyn (Klabunde) Stanton at F2, Lori Hardwick of Genstar Capital and Dana Rhodes of Axtella discuss when to go in on organic growth and when to explore #privateequity backing. Listen to the full discussion here and catch up on Part 1: https://lnkd.in/eYTpSQeC #wealthtech #womenshistorymonth #womeninfinance

Thanks to the American Bankers Association Wealth Management Conference for giving us time to connect with the industry as it grapples with how #AI can deliver the most value and banks can keep moving forward while meeting regulatory obligations. If you have questions on how F2 supports #banks with their #wealthmanagement technology strategies and implementations, reach out to Tim Buhler or visit us at https://lnkd.in/dAVB5gJT. #wealthtech

?? Presenting for the first time together on stage ever... Doug Fritz and Liz Fritz! Don't miss their session at Future Proof Citywide on March 16th! ?? #wealthmanagement #ria #wealthtech #mergersandacquisitions #fintech

So happy to have had the time to connect with so many in #Trust sector last week at Pinehurst. It's energizing to see the many ways we can help this industry deliver even better for their clients! Reach out to Trasha Schwendener and Scott Lamont with questions or to explore ways technology can improve your business challenges: https://lnkd.in/dAVB5gJT #TrustAdvisorsForum #banktrust #wealthmanagement #wealthtech

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 Marketing Director Shaswau Howell. Read Shea's full bio here: https://lnkd.in/gkw7nEcM

Welcome to our new limited podcast series, Conversations with Women in #WealthTech! This 5-part series is based on a conversation between F2 Managing Director Jaclyn (Klabunde) Stanton and industry leaders Shannon Eusey of Beacon Pointe, Lori Hardwick of Genstar Capital, and Dana Rhodes of Axtella. Every Thursday in March we will release a new episode. Part 1 covers the critical needs for #advisors to think about how they serve women and nextgen clients as these populations grow and become a larger shares of investors. Listen here: https://lnkd.in/djN5HKVg #fintech #weathmanagement #womenshistorymonth #womeninfinance

We’re happy to honor Jalina Kerr as our February #womeninwealthtechtowatch! Jalina is the head of Advisor Experience & Platform Solutions for Schwab Advisor Services, which provides technology, operational, and #wealthmanagement solutions to more than 15,000 #RIAs with a combined $5 trillion+ in client assets. She has worked with independent advisors for three decades and has expertise in multiple functional areas, including CX, strategy, digital solutions, advisors in transition, client service delivery, trading, and operations. Jalina and her team curate and deliver solutions that meet the dynamic needs of this fastest growing segment of the #financialservices industry. She embraces harmonizing the power of people and technology to complement trusted relationships. Jalina is also an Executive Board Member for the Arizona Women's Leadership Forum. We hope you’ll follow, engage with and learn from this #womeninwealthtechtowatch as well as share your own!

Once you have a sound technology strategy, you need to implement it. This month we’ve curated several resources from our library to help you understand the complexities of working through technology implementations, integrations and migrations. We also have a special opportunity for companies who are interested in partnering with us at our exclusive Future Proof Citywide receptions. Read it all in our February newsletter!

?? Grab a F2 Events Sponsorship during Future Proof Citywide ?? F2 is hosting two receptions at Future Proof Citywide March 16-19 for our closed-door group of #WealthTech decisions makers. There are a limited number of sponsorships available for these receptions that put your solutions in front of C-level decision makers in #RIAs around the country. Learn more: https://lnkd.in/eepQnt_t? DM Liz Fritz, Doug Fritz or Bryce Carter for more information. Limited options remain! #futureproofcitywide #wealthmanagement