AdviceTech Roadmap Workshop 

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

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Develop your AdviceTech roadmap with these tools

Financial planning software, a super and investment platform, a company website, a CRM system and the cloud (for office tools and document management) are “foundation” elements of the AdviceTech stack of all businesses.  But what other AdviceTech solutions should your business be rolling out? 

According to the 2019 Netwealth AdviceTech Research Report almost one in two advice businesses have a clearly defined AdviceTech Roadmap for the next 12 months and a further one in five have a roadmap for the next 2 years.  

Our AdviceTech Roadmap workshop is a 90-minute team activity designed to help you prioritise technology solutions and develop an AdviceTech roadmap for your business.

 

What's in the toolkit

This workshop includes:

Workshop leader guide: A helpful guide on how to run a smooth workshop, tips to inspire your team and what materials you will need.

Workshop presentation: The primary reference point for the workshop, it outlines and explains all exercises and activities. 

AdviceTech worksheets: These worksheets provide a description of each AdviceTech and space to write benefits to your business and changes required to implement.

AdviceTech prioritisation matrix: This matrix helps to prioritise AdviceTech based on its 'value to the business' vs. 'ease of implementation'.

2019 AdviceTech research report: Pre-reading to get the team in the right frame of mind for the workshop. 


How it works

Exercise 1: Examine the potential impact of AdviceTech

Step 1: Split into two teams. One group takes the Customer Journey worksheet and the other takes the Back-office worksheet.

Step 2: For each AdviceTech listed (on the back-side of the worksheet), spend 3 minutes completing the table, identifying the benefits and changes required to the business.

Step 3: Take a Prioritisation matrix poster and plot each AdviceTech in one of the four quadrants.


Exercise 2: Present and prioritise AdviceTech solutions

Step 4: Nominate a team spokesperson and stick your Worksheet and Prioritisation Poster to the wall.

Step 5: Share your analysis with the entire group, encouraging discussion and feedback.

Step 6: Get get the next team to present, and again have a group discussion.

Step 7: As a group, decide on the top AdviceTech to prioritise for the business to work on immediately.

Step 8: Nominate a champion/s to research AdviceTech providers and next steps.


Getting started

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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

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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.

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Customer Journey Map Workshop

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2019 AdviceTech Report

Use this report to benchmark your business’ adoption of technology against other advice practise across twenty-six technologies.

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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.

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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.

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AdviceTech Roadmap Workshop

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

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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.

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