In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Doug Fritz and Michael Perez of F2 Strategy. They explore how AI has moved from hype to real-world adoption, particularly in areas like automated note-taking, client communications, and document processing. The discussion also highlights the increasing role of AI agents and the operational efficiencies they unlock. Michael shares how family offices are modernizing from paper-heavy processes to sophisticated digital platforms—driven largely by next-gen expectations and a need for transparency.
Other topics include:
- Navigating the best-of-breed vs. comprehensive tech stack debate
- The critical importance of implementation, change management, and vendor oversight
- Why scalability, interoperability, and cybersecurity are must-haves—not nice-to-haves
Whether you're a family office executive, tech provider, or industry strategist, this episode offers practical insights on what it takes to future-proof your technology decisions.
About Doug Fritz
Doug Fritz is the co-founder and executive chair of F2 Strategy. Doug, a veteran CTO 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’s Outsourced CTO (OCTO) model and strategy consulting services, Doug is passionate about helping firms of all sizes deliver exceptional client and advisor experiences.
About Michael Perez
Michael has over 25 years of experience in providing professional services to the wealth management industry with a target on private banking and trust companies. His unique combination of asset management business skills and systems experience has helped him lead multiple finance transformation programs such as business process outsourcing, financial systems implementation, merger conversion and integration, performance improvement and process redesign.
About F2 Strategy
F2 Strategy is a leading wealth management technology and marketing services firm helping complex RIA, wealth, bank/trust and family office firms improve their technical capabilities to build exceptional client and advisor experiences. Led by former executives of a wide range of top-rated wealth firms and family offices, F2 Strategy combines their results-driven management strategy with industry-leading, proprietary research to create customized high-tech solutions. A diverse, creative, and people-centric company, F2 Strategy believes the right technology has the power to support, elevate, and empower us all to reach the highest level of fulf
About The WealthTech Podcast:
The WealthTech Podcast is a bi-monthly interview series hosted by Mark Wickersham. Each month we present conversations with various industry leaders that focuses on the challenges family wealth firms face with technology, people and process. The podcast is produced by Brad Oliver.
The WealthTech Podcast is brought to you by the generous support of Risclarity. Risclarity fills the technology gaps family wealth firms face when serving the complex needs of ultra-high net worth fami
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