AdviceTech virtual presentations
Client engagement reimagined
Presentations
2021 AdviceTech Masterclasses, and Keynote with Matt Heine
The acceleration of technology adoption by people of all ages has created the need for a seamless customer experience across every digital channel.
Watch Matt Heine unpack the 6 key findings from the 2021 AdviceTech report and view six supporting masterclass presentations that aim to help you reimagine the way you engage with your customers online using AdviceTech.
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Talking tech with founder of SEEK and Square Peg Capital
Join us for a fireside interview between Paul Bassat, co-founder at Square Peg (and ex CEO of SEEK and AFL Commissioner) and Matt Heine, Netwealth’s Joint Managing Director as they share experiences and global perspectives on emerging technology, the future of customer experience and early-stage tech investing.
Square Peg is a venture capital fund with a purpose to empower the exceptional. The global team invests across Australia, Israel and Southeast Asia with a focus on Series A and B in early stage technology companies.
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Data is the new oil - building efficiencies and identifying growth opportunities with data
Join Paul Campbell, Managing Director from Xeppo, as he presents how to leverage data to connect every element of your business to generate exceptional business opportunities. Throughout this masterclass Paul will explore a 5-step data management strategy:
- Developing a clear implementation strategy & the importance of data standards
- Choosing the right data management tech
- Centralising and integrate data and technology systems
- Visualising your data to run a better practice
- Creating great client experiences with data
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Innovation in advice and customer engagement - lessons from the FPA
Today there is a growing expectation on businesses to create exceptional customer experiences online from the first interaction, through to the point of purchase and beyond.
In this session, Ben Marshan, Head of Policy, Strategy, and Innovation at the FPA will introduce you to innovative ways to provide advice, based on conversations from members and FPA's policy direction. You will also get an update on FPA's policy platform, including the future role technology plays in disclosure.
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Leveraging content marketing to engage your customers and find new ones
According to the 2021 AdviceTech Report 67.7% of advice firms improved customer engagement because of their content marketing activities.
In this session, Henry Jennings, financial media commentator and writer for Marcus Today, ABC TV, The Call show with David Koch, SBS, Ausbiz and Sky Business, will deconstruct a successful content creation process.
He will provide hands-on practical tips, templates and recommendations to help you create content yourself - whether that be an article or a podcast. You will learn such things as:
- How to develop your buyer personas
- How to develop a content calendar
- Content creation tools
- Learning & development courses available
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Understanding next generation client portals
As we uncovered in the 2021 AdviceTech report, client portals are a powerful interaction and collaboration tool between you and your customers, which can improve customer engagement, loyalty and satisfaction.
In this masterclass, join Kurtis Bierhuizen, a Netwealth solution expert as he showcases Netwealth’s client portal. You will get a demonstration of Netwealth's:
- Newly released mobile app for clients
- Desktop tools for client engagement
- Client portal roadmap
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A new way to approach cyber security for small and medium enterprises
Small and medium businesses face a triple challenge when it comes to cyber security: cost, complexity, and expertise – cyber security takes too much of all three. Or does it?
The reality of cyber security is that you can go a long way to protecting your organisation with some nudging of your people, processes, and technology…and it doesn’t need to cost you a thing.
Join Murray Goldschmidt, a founding member of CyberCX an experienced cybersecurity firm, as he presents a new way to think about cyber security in your organisation using a simple, adaptable process for turning what you need to do into achievable actions.
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.
The Emerging Affluent Report
This report is a playbook for financial advisers on how to attract, manage and retain The Emerging Affluent.
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.