Netwealth IQ Webinar
Clean data, real growth: building a more efficient advice practice
Kelly Zoppa, Business Development Manager, Netwealth
Overview
Clean, structured data is the foundation of every efficient advice practice. From reporting and compliance through to client experiences and business decisions, data quality impacts day-to-day operations in advice firms.
In this practical webinar, you’ll see how improving data quality may help you improve productivity, reduce potential risk, and create capacity to serve more clients with the same resources.
What you’ll learn:
- Where time is lost due to poor data quality and how to identify quick wins
- A practical framework to audit, clean and maintain your data
- How to reduce errors, duplication and rekeying across systems
- Ways clean data improves reporting, compliance and decision-making
- Why data discipline is critical for automation, integration and AI-readiness
Who it's for:
This session is for financial advisers, practice principals, operations managers and support staff who want to improve data quality and efficiency without adding unnecessary manual processes.
Register now and earn CPD points
Register
Wednesday, 29 July 2026, 12–1 pm AEST
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About the speaker
Kelly Zoppa
Business Development Manager, Netwealth
Kelly Zoppa brings nearly 30 years of experience across financial services, fintech and client operations, helping advice firms unlock the value of their data and technology. As Business Development Manager for Netwealth Unify (formerly Xeppo), she partners with accounting and wealth management practices to streamline workflows, improve integration and drive meaningful business outcomes. With a background spanning client success, consulting and product enablement, Kelly is known for translating complex technology into practical, high-impact solutions and building strong, lasting relationships with advice businesses.
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