AdviceTech and the client experience

Exploring the human side of technology

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Discover the eight technology trends impacting client experience

In this report, we examine the needs of the Advisable Australian, especially the more affluent ones, and identify eight important trends where your business's investment in client-facing AdviceTech could be directed.

Hybrid communications are here to stay

The paper wars are almost over
(Do we really need a printer?)

Empowering clients with self-service tools
(Helping clients help themselves)

Data and its importance in CX and cyber risk

Avoiding information overload

Taking advantage of the social media phenomenon

The role of data visualisation
(A picture speaks a thousand words)

Human-centred technology design


Key insights on client experience

Firms and clients agree that there is a strong link between good technology used and client satisfaction. Here are some key insights from our 2022 AdviceTech Client Experience Report indicating their beliefs.

Client portals are increasingly important for client engagement

For the Emerging Affluent, the technology credentials of a financial advice firm is in their top 3 most important factors (51.6% identify this) when choosing a brand or firm.  AdviceTech Stars get it, with 42.2% currently offering a client portal.

Use of digital signature tech has increased over previous years

In 2017 only a third (33.5%) of advice firms used this tech, but now they are used by more than two-thirds (67.7%). Further almost four in 10 (36.6%) say this tech has provided them the greatest business benefits.

Hybrid communications are here to stay

Advice firms need to support the multi-channel needs of Advisable Australians, whether that is in person, online meetings or via email or SMS. AdviceTech like advanced email marketing systems can help.

Data visualisation tools help educate

Over seven in 10 Advisable Australians expect their advice firm to use digital tools, such as online calculators, podcasts and videos, to demonstrate how they’re tracking to goals, how their investment portfolio is performing, plus to educate them on financial concepts.

The threat of cybersecurity is real

Over half (55.8%) of advice firms share this concern , however only a quarter of advice firms (23.8%) strongly agree that they have appropriate levels of cyber security, confidentiality procedures in place.

Taking advantage of the social media phenomenon

AdviceTech Stars have embraced social media, and since last year, daily posting to social media has more than doubled by these firms from 7% to 18%, and monthly posting has also increased to one in three.

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AdviceTech Resources

More AdviceTech resources

Take a closer look at more AdviceTech related resources in our collection of whitepapers, workshops, articles and podcasts.


AdviceTech Roadmap workshop

Develop your AdviceTech roadmap with this free AdviceTech Roadmap workshop. A 90-minute team activity designed to help you prioritise technology solutions and develop a technology adoption strategy for your business.

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Capitalising on data with wealth technology

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Connecting staff and technology to scale wealth firms

Hear Catherine Robson, Founder of Affinity Private Advisors, discuss why recognising your leadership style, building relationships with staff and harnessing technology is crucial to scaling a business.

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The evolution of artificial intelligence (AI) has fascinated people across the world, but as automation progresses and AI takes over certain expert roles, people are becoming genuinely afraid for their jobs and livelihood.

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Demo day

Netwealth's AdviceTech solution

Understand how Netwealth can help you see wealth differently and learn how we can support you with market leading technology, excellent customer support and expertise to help your wealth and advice business thrive.

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White paper

The Established Affluent

In Netwealth's 2022 Advisable Australian Report we pay special attention to the Established Affluent, some of the wealthiest and most well-established Australians, and provide a playbook for financial advisers on how to attract, advise and service this key target market.

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White paper

The Emerging Affluent

For wealth businesses to thrive in the future, The Emerging Affluent is a critical market to be aware of and develop key client strategies for. This report is a playbook on how to attract, manage and retain The Emerging Affluent.

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