2022 AdviceTech Keynote
Discover the human side of technology
with Matt Heine
View Matt's Keynote presentation slides for an overview of AdviceTech 2022
Think AdviceTech and you usually think of the impact technology has on the operations and bottom line of an advice firm. However, as technology becomes more pervasive in our daily lives it is often important to take a step back and look at the direct impact on people. This year’s 2022 AdviceTech Report takes a close look at the human side of technology, through the lenses of staff, but also our clients and technology partners, our suppliers.
In this presentation Matt Heine, Netwealth's Managing Director, explores:
- How technology can impact staff satisfaction, including an examination of the tech needed as we transition to hybrid work environments.
- Best practices in digitising the client experience for dual audiences - younger millennials and older more affluent clients.
- How to overcome the 'human' barriers in technology deployment, analysing how to select suppliers, the role of the licensee relationship, and how the right mindset can lead to better decision-making.
View the slides
A little about Matt Heine
Matt's financial services career began when he joined Netwealth in 2001. Matt’s experience in sales, marketing and product brings a ‘hands on’ understanding to his role. Matt has a passion for advice, superannuation, investment and technology and is a regular media commentator and presenter on these topics. Matt has been a Joint Managing Director since January 2015.
Hear the latest podcast episodes of Between Meetings with Matt Heine
Reports
2022 AdviceTech report
Explore the human side of adviser technology with the 2022 AdviceTech suite of reports on staff, clients and technology suppliers.
AdviceTech and the staff experience
This report examines how technology is linked to staff satisfaction and ultimately client satisfaction. You will learn what you can do to maximise staff engagement and satisfaction in a hybrid working environment, and the support, training and infrastructure required to properly support your staff.
Download the report
AdviceTech and the client experience
In this report we unpack eight important technology trends that matter to clients. You will understand the role of hybrid client communications, the shift to self-service digital tools, how to unlock opportunities with data, and discover the importance of data visualisation in client education.
Download the report
AdviceTech 2022 Buyer's Guide
Technology selection and implementation is challenging. In this guide we provide you with the information to help - with descriptions of over 35 different technologies and the most used suppliers in their categories. The report also examines the factors to consider when selecting a technology partner.
Download the guideMasterclasses
Watch the AdviceTech Masterclasses
Listen to experts sharing their insights on AdviceTech in relation to staff, clients and technology partners.
Attracting, retaining and growing staff talent with tech
Watch Alisdair Barr, Striver's Founder & CEO explore global issues and trends in managing staff and how technology and the hybrid work environment really work together. Learn the best techniques and digital tools being used to attract, retain and grow talent.
Watch the presentation
Automation, Authenticity and the Future of Client Engagement
Watch Julie Littlechild, Absolute Engagement's Founder & CEO, share her firm’s latest research on the drivers of client engagement. You’ll learn how how advisers can increase automation (i.e. efficiency) without losing deep relationships.
Watch the presentation
Navigating technology selection and implementation
Join Hamish Hockley & Shane Kirsch from Opex as they unpack the key considerations for advice firms when choosing technology and suppliers to maximise efficiencies and manage change.
Watch the presentation
Unleashing the potential of your advice firm with Netwealth
Join Beverley Cederberg as she dives into the latest features and enhancements of the Netwealth platform to get a better understanding of how technology can be used to accelerate wealth advice.
Watch the presentation