Insights

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CR-Meh: How and Why CRMs Underwhelm (And What to Do About It)

Wealth Management CTOs Need To Watch Out For Zoom Zombies in the Long Term

Motif’s Shutdown Seen as ‘Tip of the Iceberg’

F2 Strategy Unveils New Outsourced Chief Technology Officer Solution

Organizational Impacts of the Pandemic Crisis

F2 Strategy Launches New Outsourced CTO Solution OCTO™ to Accelerate High Tech and High Touch Innovation

Will Your Fintech Vendor Make it Through a Recession?

Wealthtech Lessons Learned From 2008

Harvest Announces Addition of Three New Members to Board of Directors

Tech Innovation in the Time of Coronavirus

Socially Conscious Investing: The Wild West Of Data

F2 Strategy Announces the Appointment of Seb Dovey as Chairman of the Board

Giving “High” Marks to General Ledger Accounting Solutions

Customization vs. Control in Wealth Management: MyVest and F2 Strategy Research Project

Grading Performance Reporting Solutions

Hunting For A Perfect Family Office Technology Solution

Ride the Bike While Its Being Built

Empowering a High Growth RIA to Drive Process Stabilization and Accelerate Advisor Adoption

Quick and Steady

Rapidly Growing Mid-size RIA Needing Technology Capabilities & Leadership

Small Fish in a Big Pond

Building a Meaningful Private Client Business at a Large Financial Institution

CR-Meh: How and Why CRMs Underwhelm (And What to Do About It)

5 Trends for Planning WealthTech’s Next 5 Years

Future Planning: 5 Trends for Planning FinTech’s Next 5 Years

F2 Strategy Research Reveals 6 Trends for Wealth Tech Recovery Planning

The Road to Recovery: 6 Trends for Wealth Management Business Recovery Planning

Navigate the New Normal: Address the Sudden Leap in Your Clients' Digital Expectations

F2 Strategy Partners with MyVest to Launch Discretionary Portfolio Management Research Paper