MMI NetMeeting - Adapting in Adversity: Client and Business Engagement Strategies During COVID-19

Replay | MMI NetMeeting

In these unprecedented times, asset and wealth management firms have been forced to redeploy their workforces and adopt new technology and processes while also managing and communicating with their clients during a period of extreme market volatility. 

This MMI member-only NetMeeting looks at how firms are adapting to the sudden shift in conditions, which types of firms are doing well, and which have struggled to make the transition. 

Doug Fritz and Dan Johnson of F2 Strategy will discuss the results of an in-depth industry analysis, conducted by the Wealth Tech Innovation Board, that delves into the COVID-19 pandemic’s impact on wealth management firms, asset managers, and RIAs. They will explore the effect on firm operations, managing a remote workforce, client engagement, and planned expenses. They will also share perspective on some unexpected benefits, the longer-term implications, and newly developed best practices that you can use in your organization. 

Arlen Oransky, SVP, Chief Membership Officer, MMI

Doug Fritz, CEO, F2 Strategy
Dan Johnson, Senior Manager, F2 Strategy

30 minutes (including time allocated for Q&A) 

This NetMeeting is closed to members of the media. 

Please contact MMI with any questions at (646) 868-8500 or

The Wealth Tech Innovation Board is an invite-only curated think tank of wealth technology leaders who excel through knowledge-sharing and confidentiality. Armed with data, insights and experience, our members drive the digital evolution of the RIA, asset management, wealth advisory and family office industry together.