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Doug Fritz  

Fintech Luminary, Entrepreneur, CEO & Founder of F2 Strategy

Doug Fritz is the co-founder and CEO of F2 Strategy. Fritz, a veteran Chief Technology Officer and sought-after WealthTech consultant, leads an all-star team of executives in technology-driven operations, digital client engagement, performance and implementation, among many other areas for clients. Through F2 Strategy’s Outsourced CTO (OCTO) model and strategy consulting services, Fritz is passionate about helping firms of all sizes deliver exceptional client and advisor experiences.

Fritz is also an accomplished industry thought-leader, speaker and judge at In|Vest, American Banker, Financial Times, WM.Com, RIAIntel, InvestmentNews, Family Wealth Report, WealthStack, and Financial Planning. He is also a winner of the 2021 ThinkAdvisor Thought Leader? Luminary award. Before founding F2 with his wife and Chief Commercial Officer Liz Fritz, Fritz was the Chief Technology Officer of First Republic Bank where he led the execution of the WealthTech roadmap. Prior, he was Senior Vice President of Wells Fargo Wealth Management Group.

Speech Topics

Who Owns Your Data?

The wealth management industry has turned a significant corner on FinTech. Firms know that if they don’t embrace technology, they’ll fall behind. But what many don’t realize is this: a firm is only as valuable as its data. The question is, who owns yours? Doug Fritz will walk you through the data journey; starting with knowing what you have access and control of, and how to use your firm’s data to build a foundation that will bring valued return.

The Anatomy of a Bad Decision

In 2022, there is more pressure than ever for firms to invest in the right technology solutions. The race is on. On the other hand, this means risk is at an all-time high if they make the wrong decision. Loss of time, credibility and money is no longer an acceptable cost of doing business. Knowing how to make better decisions, and avoiding bad ones, is a skill few wealth executives have mastered. In this signature talk, Doug Fritz uncovers some of the most common, most detrimental bad decisions firms often make – and how to avoid them.

The Price Tag of Innovation

The chasm between our industry’s technology “have’s” and “have-nots” is expanding faster than ever. Firms know they should embrace a technology-first approach, but many wonder: what is the real price tag on innovation? Doug Fritz will take firms through the valuation journey from the perspective of both M&A buyers and sellers to show audience members exactly how technology can lead to higher valuations – and lower risk.

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