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 comes 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.

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

Outsourced CTO (“OCTO”) offers an all-in-one solution to technology innovation strategy and guidance for small to mid-sized wealth/asset management firms.

Expert Guidance

The F2 OCTO augments a wealth management firm’s current team and elevates their wealth technology offering by providing expert guidance from experienced industry executives who work in partnership with the firm leadership.

Flexible Resources

While the specific OCTO role changes based on the current needs, challenges, or goals of an organization, a retainer-based model ensures that that the firm always has a qualified team of experts on-call.

Increased Capacity

F2 takes on the heavy lifting of implementing advanced strategic planning by first understanding the existing platform capabilities and aligning the technology roadmap with the firm’s strategic goals. They then help the firm define an innovation roadmap, re-architect technology related process as needed, direct vendor and tool selection, and oversee the management of new technology implementations.

Long-term Retainer Based
Wealth Technology Focused
Add Value Early & Often

Four Steps of the OCTOTM Engagement

1
Wealth Technology Readiness Score
How ready are you—as a business, an organization, a technology platform—to support your growth goals and objectives, as well as your digital vision?
2
EcoSystem Review
With your Readiness Score established, we set out to better understand your organization and establish the foundation upon which we build your Technology Roadmap.
3
Technology Needs Assessment
Once the Ecosystem Review is completed F2 will complete a comprehensive Technology Needs Assessment.
4
Technology Roadmap
For firms with an existing roadmap, F2 will review and update it based on the result of the needs assessment.
Research

F2 Strategy Research

F2 Strategy Research is the proprietary research division of F2 Strategy, Inc delivering intellectual and advisory-based research on technology and business issues impacting the RIA, wealth, bank/trust and family office industries. With expertise spanning across the wealth management sector, we provide an unfair advantage to our clients and partners by illuminating industry gaps and delivering insights to help their businesses make great decisions.

F2 Strategy Research also runs, in partnership with Money Management Institute, an exclusive community of wealth tech leaders nationally who excel through knowledge-sharing and confidentiality. Armed with data, insights and experience, this group drives the evolution of our industry together.

Experts in Action