Monthly Program: "Delivering Better Client Experiences with Technology"

"Delivering Better Client Experiences with Technology"

  Doug Fritz

  Co-Founder and CEO

  F2 Strategy

This fast-paced and colorful session will cover the top “must do” and “try to avoid” things that F2 Strategy has seen from their experience in working with myriad nationally-recognized wealth management firms.  The session wraps-up with specific ideas to supercharge your firm now, and a look at what’s on the horizon when it comes to digital experiences.

Key Takeaways:

1. Know Your Moat – what’s your unfair advantage?
2. Start with the end in mind – the desired experience
3. Technology enables Better AND Faster AND Lower Cost = That’s Innovation!

• 5 min - chapter housekeeping from chapter president
• 10 min - review of results from pre-session survey
• 30 min - main presentation
•  20 min - Q&A