The future of WealthTech - a global perspective
As technology rapidly evolves, it transforms the adviser-client relationship and provides an opportunity to enhance the efficiency of advice firms and their staff. Embracing emerging technologies is essential for staying ahead in this changing environment.
Watch this inspiring presentation by our guest speaker, Greg Smith, Managing Director of FT Partners recently recognised as "Dealmaker of the year" and "Investment banking firm of the year" by The M&A Advisor.
During this presentation, you will gain insights into:
Greg Smith is a Managing Director at FT Partners and has nearly three decades of experience in the financial services industry. Prior to joining FT Partners, Greg spent the majority of his career as an award-winning equity research analyst at Merrill Lynch, J.P Morgan and other firms covering companies across the financial services and FinTech landscape. Throughout his career, Greg has played a senior role in numerous investment banking transactions spanning private company financings, M&A and IPOs. Greg has long been a thought leader in FinTech publishing hundreds of reports, regularly presenting at industry conferences, and he has frequently been quoted in the press and appeared often on CNBC and Bloomberg TV.
Download Netwealth's AdviceTech report, Humans and Machines, provides a detailed examination of the role artificial intelligence (AI) and adjacent technologies will have for advice firms. We draw on extensive research to provide areas of focus, detailed examples and useful tips so you can deploy AI successfully into your practice today.Download the report
This report is based on research from 250+ advice firms and provides valuable information on pivotal technologies and trends in Australia. It allows you to benchmark your tech usage and supplier adoption against high-performing 'AdviceTech Stars' while exploring 30+ available AdviceTech solutions, including their key features, benefits, and top suppliers.Download the guide
Take a closer look at more AdviceTech related resources in our collection of workshops, articles and podcasts.
Adopting AI into your practice today
Advanced technology platforms, AI and big data are converging and are ready to transform the advice industry. Understand the different ways advice firms can use AI in their practice today.
Humans, machines and the rise of AI
Machines and humans have worked together for centuries and the new breed of supercomputers and AI are set to supercharge advice firms – staff productivity, business ingenuity, innovation and the client experience.
A short explainer of AI
While it seems to be everywhere, AI has been a long time coming. Learn why Bill Gates thinks that what is happening in AI just in the last 12 months is every bit as important as the PC, the PC with GUI, or the internet.
Harnessing the power of AI in the advice industry
Dr. Micheal Kollo, CEO of Evolved Reasoning, shares the capability of AI to translate complex financial data into intuitive client reports and how financial advisers can harness the potential of tools, like ChatGPT, without compromising sensitive data.
Evolving the client value proposition with technology
Matt Heine, Netwealth's CEO and Managing Director, jumps into the hot seat to be interviewed by Peita Diamantidis on the Ensombl AdviceTech podcast. They discuss how advisers are using technology to differentiate their offering and build their client value proposition.
AdviceTech Roadmap workshop
Develop your AdviceTech roadmap with this free AdviceTech Roadmap workshop. A 90-minute team activity designed to help you prioritise technology solutions and develop a technology adoption strategy for your business.
At Netwealth, we're continually expanding and enhancing our platform features to help advisers increase business efficiency and staff productivity. Below are some of our latest features to help:
Advisers can submit fee consents and renewals online by uploading signed forms or following renewal steps,Find out more
Now client portfolios can be benchmarked against pre-set benchmarks or custom objectives.Find out how
Easily view, approve, manage, filter and archive activities for you, your team and clients.Learn more