Corfinancial has partnered with F2 Strategy to enhance the functionality and market impact of Corfinancial’s wealth management business, BITA Risk.
BITA Risk provides integrated private client suitability profiling, portfolio management, and risk and monitoring applications to high net worth (HNW) and ultra HNW clients.
In the partnership, technology consultancy F2 Strategy will provide technology roadmaps, digital client interactions, and automated investment and operational processes to address the widening gap between expectations of HNW clients and their wealth management experience.
Doug Fritz, CTO of F2 Strategy, commented “As strategic advisor to the BITA Risk business, our first objective is to shed light on the potential automation of Regulation 9 compliance - an area where bank trusts have been underserved by technology for decades. Our second objective is to communicate the value of environment, social and governance management to wealth management firms that are trying to address client demand in this area and to differentiate.”
Daryl Roxburgh, president and global head at BITA Risk, added: “Doug Fritz and his team are renowned globally for their expertise in making technology work better for wealth managers and improving the client experience for their investors. Their unique thought leadership and extensive network will be vital to us as BITA Risk continues to make significant inroads within the wealth management arena.”
