Critical Issues:
- Firms are working out how to articulate the need for tech as a business case
- Firms need to show the value of tech beyond traditional ROI
- Firms have struggled to align tech to the client experience—other industries are ahead of finserv in this area
F2 Strategy Research, a division of the global consultancy F2 Strategy, delivers intellectual and advisory-based research on technology and business issues impacting the RIA, wealth, bank/trust and family office industries.