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Accelerating Advisor Efficiency to Drive Client Engagement

On-Demand Webcast

Since the global pandemic began last year, we have experienced an acceleration of wealth management trends that have been playing out over the recent years. There is now a major focus on improving client engagement by providing more personalized insights and data transparency more than ever before. Now, wealth managers need an efficient way to better serve their clients the right information at the right time. The pressure is on to become more aligned, better informed, and more engaged, presenting a challenge for advisors as books of business grows.

Join FactSet and F2 Strategy in our FOCUS session as they unravel this ongoing workflow challenge and discuss ways advisors can improve productivity while effectively understanding and managing their clients’ needs.

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Speakers

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Greg King

SVP, Senior Director, Wealth Management and Digital Solutions Strategy

FactSet

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Doug Fritz

Founder and CEO

F2 Strategy

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Dan Vento

VP, Principal Product Manager

FactSet

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Greg King

SVP, Senior Director, Wealth Management and Digital Solutions Strategy | FactSet

Mr. Greg King is Senior Director, Wealth Management and Digital Solutions Strategy and Product Development at FactSet. In this role, he focuses on the allocation of resources for the Wealth Management & Digital business line; from market research and product development to go-to-market delivery of sales and marketing plan.Mr. King moved to London from the U.S. in 1999. Prior to leading FactSet’s Wealth Management Strategy, he spent eight years as Director of Workstation Solutions for the EMEA and APAC regions, and before that, was Vice President, Institutional Sales in FactSet's UK Investment Management region. Mr. King earned a degree in Economics from Boston College and is a CFA charterholder.

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Doug Fritz

Founder and CEO | F2 Strategy

Mr. Fritz is the founder of F2 Strategy and former wealth management CTO.  His team of experienced wealth management executives address a widening gap between the expectations of affluent clients and their wealth management experience. The F2 Strategy perspective and experience come from a long history of innovations and transformative technical projects at major financial institutions. F2 Strategy also manages the Wealth Tech Innovation Board, a confidential think-tank comprised of over 70 top wealth management CTOs, COOs and innovation executives.  Doug also participates an industry thought-leader, conference speaker and judge for multiple industry awards.  

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Dan Vento

VP, Principal Product Manager | FactSet

Mr. Dan Vento is a Principal Product Manager, Vice President, within FactSet’s Wealth Management division. He is responsible for developing and enhancing solutions for wealth management clients. Mr. Vento joined FactSet in 2010 and spent eight years in consulting and account management roles. In 2018, he transitioned to product development. Mr. Vento earned a B.S. in Economics and a M.S. in Finance from Bentley University.

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