Innovation in the UK

Insights and innovation from the advice reform in the UK.

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Additional resources and tools

Use these tools, workshops and resources to help you explore and uncover different methods for creative problem solving, collaborative team thinking to arrive at innovative, impactful solutions.

Innovation Cards

The Netwealth Innovation Cards is a deck of 35 cards containing bite-sized innovation challenges to help you and your team unleash its inner creative genius.

Download the pack

Prioritisation Matrix Poster

When you have lots of ideas how do you prioritise them? Using this simple tool you can, by plotting them on our 2x2 prioritisation matrix.

Download the poster

Customer Journey Map Workshop

Use this workshop to identify the pain points in your customer’s experience with you and develop innovation solutions to address them.

Download the toolkit

AdviceTech Report & Buyer's Guide

Find out how to fast-forward your digital maturity and benchmark your business's tech adoption against other advice firms and commonly used technologies.

AdviceTech Report & Buyer's Guide

Perspectives: What is innovation?

Hear leading advice practice owners discuss their views on what innovation means and the strategies they have implemented in their business.

Watch the videos

Saints or Sinners

Think like Amazon and Netflix and improve your customer experience. Get your team together for 60 minutes to have some fun and identify some quick wins to remove customer friction.

Download the toolkit

AdviceTech Roadmap Workshop

Activities and tools to help you prioritise and develop an AdviceTech roadmap for your business.

Download the toolkit

Removing customer friction guide

This guide explores what customer friction is, how it can occur in the financial advice process and what you can do to help overcome and prevent it.

Download now

Insights

 

Latest: Managed accounts during volatility and beyond

Four advisers share how managed accounts can enhance your client value proposition.

Download the report

Special reports: Take a deep dive

Our collection of guides take a deep dive on topics including AdviceTech, managed accounts and cultural trends.

Access the reports

Podcasts: Between Meetings with Matt Heine

Netwealth's Matt Heine chats to industry thought leaders on the opportunities  they see for financial advisers.

Listen to the episodes

Webinars: Grow your Business IQ

Recordings from our monthly webinar series, covering a range of  topics presented by industry professionals.

Watch the presentations