F2 Strategy Acquires SKY Marketing and More
How Large Wealth Management Firms Can Win Over Clients with Modern Digital Experiences
Many advisors at large wealth management firms are stuck in the old ways of working—phone calls, face-to-face meetings and quarterly reports—a dated experience younger generations don’t appreciate. But these firms are also the ones that have the most ability to invest and define a better digital client experience. Read More
– Wade Spender, Managing Director
14 Best Practices for Customizing your CRM System
Adhering to these 14 best practices will streamline your efforts to make your CRM a valuable tool throughout the organization. Read More
–Dave Smigielski, Senior Manager
F2 Strategy Acquires SKY Marketing Consultants, Elevates Wealth Management Services Offering by Blending Technology and Marketing
Word on WealthTech March 2024
F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month. Read the Full Article
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