Results for: AdviceTech 2018

Frictionless advice in the future

Customers are increasingly expecting the frictionless experiences they get from companies like Google and Amazon in all parts of their lives. Here, we look at how the advice process will be significantly shaped by technology.

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Platforms - the original fintech

Platforms continue to evolve as specialist providers gain a bigger slice of the pie. It’s being reshaped as more advisers obtain their own AFSL or join smaller licensees, as well as by regulation, consumer expectations and technology ...

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How cash flow and budgeting tech can boost your business

This technology may be the key to advisers engaging customers with their finances—providing the tech to make it part of their everyday digital experience by tracking spending and savings can make the difference between them meeting ...

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Why advice businesses shouldn’t be afraid of AI

Artificial intelligence technology combined with a human touch may just be a turning point for advice businesses—saving time on tasks that can be automated frees advisers up for real customer engagement. Hear from two AdviceTech ...

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How client feedback can change your advice business for the better

When was the last time you booked a hotel or a restaurant without checking out the online reviews on TripAdvisor or Wotif? The internet provides the ultimate survey sample for real life feedback and reviews, and there’s no ...

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Scale up your practice with scaled advice

Scaled advice can be the on-ramp to comprehensive advice, says Julian Plummer from Midwinter Financial Services. Discover the many benefits of scaled advice and how it can assist in keeping clients in your ecosystem.

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RegTech: Enabling better compliance, faster

With an underlying engine based on machine learning and natural language processing, RegTech is set to revolutionise risk management and compliance in the financial advice industry. Matt Heine speaks to Samantha Clarke from Advice ...

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5 ways to make the most of cash flow and budgeting technology

Hear from Peter Malekas, founder and Managing Director of Moneysoft, and Chris Ridd, CEO of myprosperity, as they share their tips on how to successfully implement cash flow and budgeting technology into a financial advice firm.

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Glossary of 26 advice technologies

View a summary of 26 adviser technologies, highlighting key tech providers, along with technology descriptions, features and benefits to advisers. It also covers technology uptake, and anticipated usage in the next 12 months. 

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AdviceTech landscape

Get your copy of the logo map created by Netwealth, as featured in the 2018 AdviceTech research report.

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How advisers can ready themselves for artificial intelligence

Artificial Intelligence is coming but advisers shouldn't be afraid. Joel Robbie, founder and CEO of Nod, explains the opportunities this technology can present and what you can do to prepare yourself and your business for this revolution.

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Advice RegTech: smarter, faster, better

Hear from Samantha Clarke, CEO and co-founder of Advice RegTech, on how RegTech is helping advisers with their risk management and compliance, meaning they can spend more time with clients and less time on paperwork.

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Consumer reviews - an essential tool for your marketing arsenal

Hear how consumer reviews can be harnessed as a marketing tool and help you identify areas to enhance your service. Angus Woods, managing director and founder of Adviser Ratings, discusses.

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Four considerations when implementing cash flow and budgeting tools

Cash flow and budgeting technology can give you a more holistic view of your client's wealth, allowing you to deliver more effective advice. Peter Malekas of Moneysoft shares four components of this technology to consider before ...

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The influence of artificial intelligence in investment management

Get a better grip on what artificial intelligence (AI) and the impact it could have on investing, ...

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Understanding scaled advice

Scaled advice can help advisers make advice accessible to more Australians and keep clients ...

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Customer profiling gets a revamp

Customer profiling technologies are undergoing a revolution, helping to create a more frictionless advice experience for customers. Here we look at what is in store for this vital part of the advice process, what is being used now, ...

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Big data, big opportunities

Big data sources such as financial institutions, Government and increasingly social media all have an influential role to play in how and what information is available to advisers. Even today, signs are emerging the advice industry ...

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Moving from visual to virtual communications

Advice businesses report a growing appetite for virtual online meetings, an advicetech they are embracing keenly. The next step to this are virtual realities, with imagery and experience set to take centre stage in communication ...

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Technology adoption of AdviceTech in 2018 and beyond

Get your copy of the logo map created by Netwealth, as featured in the 2018 AdviceTech research report.

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