Something went wrong while submitting the form. Please try again.
The modern landscape of wealth management is increasingly defined by the role of data. F2 Strategy research indicates that 80% of wealth management firms recognize the crucial role of data strategy in future success. Despite its critical importance, many firms struggle to build data and effectively leverage it, which hinders their ability to execute strategic priorities.
Several factors contribute to the complexity surrounding data in wealth management. Despite these challenges, the need for improved data management is universal across all stages of firm growth, from small to large. While each stage presents its unique struggles, all demand tailored solutions for sustainable growth. Failing to address data challenges can have significant repercussions. Many firms find the cost of doing nothing outweighs the cost of data investments.
F2 Strategy is a consulting firm helping complex RIA, wealth, bank/trust and family office firms improve their technical capabilities to build exceptional client and advisor experiences. Led by former executives of a wide range of top-rated wealth firms and family offices, F2 Strategy combines their results-driven management strategy with industry-leading, proprietary research to create customized high-tech solutions.
A diverse, creative, and people-centric company, F2 Strategy believes the right technology has the power to support us all to reach the highest level of connection. F2 Strategy was founded in 2016 in San Francisco, has 100+ employees and 3,400 consultants globally.
