Tech It Up
The Future of WealthTech: AI, Digital Transformation & Doing Good with Tech
23:36
In this episode of Tech It Up, hosts Trent Barry and Jasmine Conner speak with Doug Fritz, Co-Founder and Executive Chairman of F2 Strategy.
Topics include:
Key shifts in wealth management over the past decade
The role of personalization and predictive tools
Gaps in tech stacks and how to address them
How to prioritize modernization during budget constraints
This episode is ideal for…