Virtual online meeting tools

Discover the top suppliers of virtual online meeting tools used by wealth professionals, and learn how advice firms are using this technology.

What are the most popular online meeting tools?

Online meeting tools are designed to facilitate virtual meetings on any device with an internet connection. A great online meeting tool can benefit your advice business in a number of ways. Online meeting tools can support client engagement by allowing you to schedule meetings that work around your client's calendar and location, facilitate the remote working habits of your team, and help to easily record and store meetings for compliance purposes.

Research from the Netwealth 2021 AdviceTech Report shows that the top 4 suppliers of online meeting tools used by wealth professionals and financial advisers include: Zoom (89.3 per cent of advice firms), Microsoft Teams (54.4 per cent), Skype (12.3 per cent) and GoToMeeting (10.7 per cent).

Netwealth's 2021 AdviceTech Report

The 2021 Netwealth AdviceTech Report explores six major opportunities and crucial technology trends that advice firms should consider as they evolve their client value proposition and enhance their customer experience.

How are advice firms using this technology?

Use of online client meeting tools, such as Zoom, has remained steady over the past four years. 75.0 per cent of advice firms use online meeting tools for client meetings and interaction in 2021.

13.5 per cent of advice firms plan to use online meeting tools in the next 24 months, which we suspect would be much higher had this survey been conducted after the COVID-19 pandemic.

 

The majority of the industry (63.3 per cent) are using online meeting tools weekly or more frequently in 2020.

More AdviceTech resources





Innovation workshop 

Netwealth has designed this 90-minute workshop to help you and your team prioritise technology solutions against business objectives to develop your business' AdviceTech roadmap.

Download toolkit

The Emerging Affluent Report

This report is a playbook for financial advisers on how to attract, manage and retain The Emerging Affluent.

Download report

2021 AdviceTech summary video from Matt Heine

This 12 minute video explores some of the core themes that are highlighted in Netwealth's 2021 AdviceTech report.

Watch Video