Netwealth IQ Webinar
AdviceTech 2025: The connected advice firm
Turn the latest AdviceTech insights into practical steps for growth in this CPD keynote.
Overview
Build your connected advice firm - with the tools, trends, and tactics to thrive
AdviceTech 2025 reveals how the convergence of a data boom and tech boom is reshaping the way advice is delivered. With rising client expectations, increased regulatory and cyber risk, and growing competition for talent, advice firms must evolve to stay ahead.
In this keynote, Sophie Firminger, Head of Technology Solutions and Consulting at Netwealth, unpacks the key insights from our latest research. She’ll take you through the trends and tools reshaping advice delivery and show you how high-performing firms are using technology to scale operations, improve client experience, and attract the right clients and employees.
You’ll walk away with a practical roadmap to improve execution, harness AI and automation, and build your advice firm of the future.
What you’ll learn:
- The six mega trends from AdviceTech 2025 and how to act on them
- Practical tools from the AdviceTech playbook:
- AI prompt examples for content, meeting notes, QA and compliance
- Automation workflows across the client lifecycle
- Dashboards and KPIs to run your business
- Tech stacks and implementation checklists
- How AdviceTech Stars are outpacing peers by executing smarter, not spending more
- Immediate takeaways to support client experience, team productivity and business growth
Watch the full presentation
Trend 1 - Turning data into action
Trend 2 - Data-driven personalisation
Trend 3 - Data-driven client management
Trend 4 - A connected data backbone
Trend 5 - Trust and cybersecurity as a priority
Trend 6 - AI goes mainstream with GenAI
About the speaker
Sophie Firminger
Head of Technology Solutions and Consulting, Netwealth
Sophie has over 15 years of experience in the financial services industry, with a career spanning marketing, sales, operations, governance, and practice management.
With a strategic mindset and a passion for process improvement, Sophie excels at identifying growth opportunities and implementing tech-enabled solutions that enhance client engagement and operational performance. She is particularly skilled at bridging the gap between business needs and technology capabilities, helping firms adopt tools that deliver measurable impact.
Originally from the UK and now based on Sydney’s Northern Beaches, Sophie enjoys connecting with people—both professionally and personally—and finds inspiration in Australia’s coastal lifestyle.
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