Transform Your
Technology Landscape

Our APPROACH

We believe the right technology has the power to support, elevate, and empower us all to reach the highest level of fulfillment. At F2 Strategy, our team of industry insiders brings decades of experience and acumen to implement research-based technology solutions for ambitious growth-minded firms that want to stay commercially ahead and deliver outstanding client experiences.

strategy

Consulting Services & Project-Based Engagements

For mid to large size firms that have outgrown their legacy systems and need to scale, F2 Strategy works as a strategic partner to help improve data architecture and create customized, exceptional digital experiences for advisors and clients. Our research-based approach highlights industry and institutional-specific gaps to help differentiate and drive our partners forward.

Your Strategy & Implementation Partner

With An Evidence-Based Foundation

To Empower Great Decisions

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OCTO

Your Outsourced Chief Technology Officer Solution

F2 Strategy’s proprietary all-in-one solution, Outsourced CTO (“OCTO”), is a flexible and fully customizable technology implementation solution that provides C-level oversight and management for small-mid sized organizations looking to innovate within their firm. OCTO firms have access to our deep bench of expertise to augment their current team at a fraction of the cost.

Expert Guidance

OCTO is a complete and fully customizable technology implementation solution that provides C-level oversight and management for organizations looking to innovate within their firm. The focus is on ensuring firms are developing and delivering market leading high-tech solutions that maximize client and business engagement.

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 the firm always has a qualified team of experts on-call.

Increased Capacity

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.

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

Evidence-Based Approach

F2 Strategy operates in an evidence-based consulting model; conducting intellectual and advisory-based research on technology and business issues which drives informed strategy and decisions for our clients. Our solutions include Voice of the Client and Voice of the Advisor sentiment surveys, Digital Readiness Assessments and benchmarking exercises.  

In addition to research that originates from client and vendor partnerships; we gain valuable insights from our exclusive, invite-only WealthTech Executive Forum that represents 100+ of the top C-level wealth technology decision makers in our industry and $13T+ in investible assets. Each year, the group holds five in-person meetings at locations around the country and six virtual meetings for deep-dive discussions on a variety of topics in confidential settings. Armed with data, insights and experience, this exclusive group of leaders is driving the evolution of our industry together. Interested? Get in touch.

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Experts in Action