The Summer of Organic Growth
Wealth Management’s Connection Between Marketing and Technology is Broken
A big takeaway from our most recent research is that most wealth management firms aren’t connecting their marketing with their technology to run streamlined, personalized campaigns that drive engagement. Read four organic growth trends to learn how you can execute effective growth strategies at your firm.
CRM Migration: The Importance of Project Management and Communications
In our final article in our four-part CRM series, we discuss the role of the project and communications managers and it serves as a critical bridge between the technology team and leadership.
Expert Q&A: Organic Growth in the Generational Wealth Transfer Age
In a wide-ranging Q&A session, F2’s Senior Marketing Director Michelle Borkowski and Senior Marketing Consultant Emily Montgomery share tips from their extensive experience helping firms navigate marketing strategies and employ cutting edge technology to drive results.
Word on WealthTech: June 2024
F2 Strategy's co-founder and CEO Doug Fritz provides his take on the most important wealth management technology news of the last month.