Netwealth IQ Webinar
2024 AdviceTech: Building the digital advice firm of the future
Understand the strategies that innovative companies use to successfully adopt technology in this CPD Keynote.
Overview
Understand the building blocks of digital maturity and build the advice firm of the future
Based on Netwealth’s 2024 AdviceTech Research this presentation will provide you with the building blocks to embed digital and technology transformation into the DNA of your firm like AdviceTech Stars do.
Watch this webinar recording to learn about:
- Common barriers to implementing technology and how to overcome them.
- The core principles of leadership, culture, strategy, and change management that are crucial for digital transformation.
- How to create a culture of innovation in your business.
- How to prioritise technology initiatives for your long-term digital strategy.
- Where AdviceTech Stars are using AI to assist the advice process.
- The six steps for successful technology deployment.
Explore how to digitally transform your firm with Netwealth’s new Digital Maturity Framework, a tailored approach that ensures that your firm can leverage the full potential of AdviceTech to stay ahead in the industry.
Keynote highlights
Watch and learn
Watch four key highlights from the presentation to learn how to build your digital advice firm of the future.
Unlocking digital maturity: Strategies for success
Embracing risk: How tech leaders foster a culture of experimentation
Transforming teams: The power of a growth mindset
Exploring digital strategies and tools: Customer centric technologies to optimise efficiencies
Keynote recording
Watch the full presentation and get your CPD
This webinar is eligible for 1 CPD point. Watch the entire presentation and answer three questions correctly to claim your CPD points for this webinar.
Speakers
Meet the speakers
Genevieve Frost and Karen Bismann are both Senior Distribution Managers at Netwealth and have a breadth of knowledge and experience across many aspects of the financial markets. They are responsible for the distribution of Netwealth's platform, managed account and investment capabilities to advisers and private wealth practices in Victoria and Tasmania and are passionate about driving value for financial advisers to help their clients see wealth differently.
