Netwealth Innovation Toolkit
Inspiring creativity through collaboration to help you see innovation differently
View the workshops
Latest workshop: Acquiring more customers
In this self-guided workshop you and your team will utilise Netwealth's Value for Money model to uncover the touchpoints that matter for your prospects and develop actionable plans to turn them into clients.
Overview
Overview
We’ve worked with some of Australia’s leading innovation experts to create a collection of downloadable resources, workshops and tools to inspire creativity in your team. These simple, team building exercises have been designed to help your business see innovation differently. We hope you download them and find them useful for whatever challenge you’re working on.
Who can benefit?
Who can benefit?
Any business who wants to improve their business efficiency, find new business models, tackle people and cultural issues or simply find a small tweak that has a big difference.
This collection of resources will help you unlock creative thinking in whatever challenge you're tackling.
How do I use these resources?
How do I use these resources?
We have innovation resources, marketing tools, templates, guides and videos.
Download the workshops and guide your team through them. Or use the other tools for shorter worksheet-based activities. In most, you'll need your team, sticky notes, markers and plenty of curiosity.
Can I share with others?
Can I share with others?
Yes, and we hope you will! You can also tailor the workshop to your own business needs. They have been designed for sharing, hacking and evolving!
We are also here to help. If you have suggestions, questions or want to share your experiences, reach out to us at marketing@netwealth.com.au or tweet @netwealthinvest.
Customer Journey Workshop
Advanced
Use this full-day workshop to identify pain points in your customer’s experience with you, and develop innovation solutions to address them.
Download the toolkitCelebrity Heads brand
Define and better understand your brand whilst reflecting on the characteristics of famous people and companies in this 120-minute team activity.
Download workshopAdviceTech Roadmap
Workshop
Prioritise technology solutions and develop an AdviceTech roadmap for your business with this 90-minute team activity.
Download the toolkitSpeculative Innovation
Workshop
Capitalise on changing consumer expectations by getting your team to inspire new products, services and ways of doing business to .
Download the toolkit
Tools
Tools to unlock creativity
Innovation is as much about your mind as it is your teamwork. These tools are designed to help you explore and uncover different methods for creative problem solving and collaborative team thinking so you can 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 packRemoving 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 nowWhat 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 videosPrioritisation 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 posterArticles
Related reading
Frictionless advice in the future
Customers increasingly expect the frictionless experiences they get from companies like Google and Amazon. Here, we look at how the advice process will be significantly shaped by technology.
Turn your business into a hotbed of innovation
Discover which innovation stream could best drive your wealth management business forward and how to combine it with a team workshop to innovate efficiently.
The customer journey is the destination
Get into the heads of your customers by understanding how to map the service you deliver to them from their perspective so you can adapt and stay ahead of the game.
We are here to help
If you have suggestions, questions or want to share your experiences, we want to hear from you.