Saints or Sinners?

A 60-minute workshop to better understand your customer's journey.  

Download the tookit

Sinners or Saints? The great debate.

Think like Amazon and Netflix to improve your customer experience. Get your team together for 60 minutes to identify some quick wins to remove customer friction. All you need is a room of curious people. 

The activity gives groups of 3-6 people an opportunity to work collaboratively and identify real customer problems, by putting themselves into the customer’s shoes in a fun and team-building environment. 


What's in the toolkit

Workshop leader guide: A useful guide to help you run a smooth workshop and get the best out of your team. It contains a checklist for setting up, including what to purchase prior. 

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

Pre-reading articles: To help the team get into the right frame of mind for the workshop. 


How it works

Step 1: Divide the room into two debate teams (5 mins)

  • Our sinners. The little devils in the room! Their job is to share what makes the financial planning experience sheer hell for your customers! 
  • Our saints. Think Gandhi, Mother Teresa or the person who has to put up with you before your first coffee. Their job is to tell all the things that makes the financial planning experience wonderful. 

Step 2: Brainstorm and prepare for the debate (15 mins) 

Step 3: The debate (10 mins per team) 

Step 4: Team discussion (10 mins) 


Getting started

Complete the form below to get your Sinners or Saints workshop materials.

Enter your details to get
started with the free toolkit.


By submitting your details, you agree to receive further marketing communications from Netwealth. It is, however, possible to unsubscribe from within each communication received. Please visit our website to read our Privacy Policy. By clicking Download, you agree to our Terms & Conditions. 

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

The Netwealth Innovation Cards is a deck of 35 cards containing bite-sized innovation challenges to help you and your team unleash its inner creative genius.

Download the pack

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.

Download the poster

Customer Journey Map Workshop

Use this workshop to identify the pain points in your customer’s experience with you and develop innovation solutions to address them.

Download the toolkit

2020 AdviceTech Report

Use this report to benchmark your business' adoption of technology against other advice firms, across 24 of the most commonly used technologies.

Read the report

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.

Watch the videos

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.

Download the toolkit

AdviceTech Roadmap Workshop

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

Download the toolkit

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.

Download now


View all resources

We are here to help

If you have suggestions, questions or want to share your experiences, we want to hear from you.

Contact us