AdviceTech Roadmap Workshop
Activities and tools to help you prioritise and develop an AdviceTech roadmap for your business.Download the workshop
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.
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.
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.
Complete the form below to get the resources.
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