The Future of WealthTech: AI, Digital Transformation & Doing Good with Tech
Update: 2025-06-02
Description
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
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