Don’t Do Technology for Technology’s Sake
What I’ve Seen: Helping the C-Suite Navigate Today’s Complex Wealth Management Industry
F2’s new Executive in Residence, Neal Maglaque, coaches C-suite executives on the importance of defining a value proposition and selecting the relevant technology to support it to thrive in this market.
Expert Q&A: Blending Marriage and Entrepreneurship
In honor of National Couples Day (Aug 18), F2 founders, Doug and Liz Fritz sat down for a Q&A to share what it’s like to run a business as a married couple. Here’s their serious, sweet and slightly silly take.
10 Considerations for Selecting a Document Management Solution
We’ve identified 10 essential considerations when selecting and implementing a document management system that can help wealth management firms make informed decisions that support their strategic goals and improve overall efficiency while also meeting regulatory and compliance guidelines.
Deliver Operations Assessments Encompassing Process, People & Technology; Design/Deliver Partnership & Tax Technology for Hedge, PE, RICs, and Funds of Funds, Private Wealth Family Offices and Fiduciary Trust Tax Firms
6 个月Focusing solely on the title of this post - "Don't Do Technology for Technology's Sake" - I agree completely! In my articles and posts, Business Operations are predicated on three pillars: People, Process, and the Technology that supports the People and Process. This applies, whether for family offices, fund managers or the firms (e.g., accounting firms, fund administrators) that support FOs and fund managers. All three pillars are together important to the stability of the firm's operations. A corollary to the title statement is that AI - of every flavor - is not by itself a solution - but rather, when properly leveraged, a means of improving (speed, efficiency) performance of the underlying software solution to which it is applied. Bottom line: AI does not operate in a void.