AdviceTech and the client experience

Exploring the human side of technology

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Overview

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

Stats

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.

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Reports

More AdviceTech Reports

AdviceTech and the staff experience

This report examines how technology is linked to staff satisfaction and ultimately client satisfaction. You will learn what you can do to maximise staff engagement and satisfaction in a hybrid working environment, and the support, training and infrastructure required to properly support your staff.

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AdviceTech 2022 Buyer's Guide

Identify the human barriers to technology adoption and explore three strategies to overcome them by using these frameworks and tools to choose the right technology partner, address leadership attitudes and gain support from the licensee.

Download the guide

Discover how Netwealth can help you on your AdviceTech journey

Talk to someone at Netwealth today to discover our latest technology and innovations and how we can help you on your AdviceTech journey.

Speak to a BDM

Masterclasses

Watch the AdviceTech Masterclasses

Listen to experts sharing their insights on AdviceTech in relation to staff, clients and technology partners.

Attracting, retaining and growing staff talent with tech

Watch Alisdair Barr, Striver's Founder & CEO explore global issues and trends in managing staff and how technology and the hybrid work environment really work together. Learn the best techniques and digital tools being used to attract, retain and grow talent.

Watch the presentation

Automation, Authenticity and the Future of Client Engagement

Watch Julie Littlechild, Absolute Engagement's Founder & CEO, share her firm’s latest research on the drivers of client engagement. You’ll learn how how advisers can increase automation (i.e. efficiency) without losing deep relationships.

Watch the presentation

Navigating technology selection and implementation

Join Hamish Hockley & Shane Kirsch from Opex as they unpack the key considerations for advice firms when choosing technology and suppliers to maximise efficiencies and manage change.

Watch the presentation

Unleashing the potential of your advice firm with Netwealth

Join Beverley Cederberg as she dives into the latest features and enhancements of the Netwealth platform to get a better understanding of how technology can be used to accelerate wealth advice.

Watch the presentation

AdviceTech Resources

More AdviceTech resources

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

Workshop

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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Podcast

Capitalising on data with wealth technology

Listen to Paul Campbell, Managing Director of Xeppo, as he shares the important role of data for business efficiency, using data insights to unlock opportunities, approaching data strategy and what to think about on the next technological roadmap.

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Podcast

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.

Listen now

Article

How to decide whether to buy, build or partner

Should you build your own fintech product, buy one off the shelf, or partner with a technology provider to develop a customised solution? This article will help you to make the right decision for your fintech project.

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Article

Embracing AI: Practical next steps for advisers 

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.

Read now

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.

Request a demo now

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.

Download now