Doug Fritz

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.