Transforming Your
Technology Landscape

Overview

F2 Strategy is your go-to partner to transform your wealth management technology business. We have an incredible team of industry experts and innovators from across the wealth management sector who are devoted to partnering with you to address the pain points currently challenging our industry.

Strategy

The F2 Strategy Difference

Staffed by former executives from top-rated wealth firms and family offices, our knowledge and experience come from sitting on your side of the table. We understand that technology innovations rely heavily on your culture and client expectations and are critical to any strategic decision. Key areas we help our clients include:

Technology Roadmaps
RFP, Vendor Selection & Contracting
Sales Pipeline Strategy & Automation
Marketing, Messaging & Social Selling
Content Development, Distribution & Reporting
Innovating Digital Client Interactions
Automating Investment & Operations Processes
Maximizing Data Assets
OCTOTM

Your Outsourced CTO Solution

The F2 Strategy team has constructed a customizable complete technology implementation process that provides C-level oversight and management.

No Commitment Consultation

We discuss your situation, pain-points and expectations for improved operations and technology. We determine whether you need (or are really ready for) external assistance.

Engage

Many of our clients want to work on a short-term project with us before considering our longer-term partnership. We do our best to help address one or two specific areas that you may have. You get to know us. We get to know you.

Retained Partnership

This is OCTO: The model that works best for our long-term clients. We augment your current team with ours and take you through the required steps to achieve your goals. We take on the heavy lifting of innovation roadmaps, re-architected operations process, vendor selection, implementation and configuration support, ongoing support and project management.Our retainer model ensures that you always have a qualified team of experts on-call and is structured to be highly cost-effective, especially in comparison to hiring dedicated experts, or staffing up/down for individual projects.

Community

Community of Wealth
Technology Leaders

We run an exclusive community of wealth technology leaders nationally who excel through knowledge-sharing and confidentiality. Armed with data, insights and experience, we drive the evolution of our industry together.

Experts in Action