How data, technology and trust will shape innovation and your role as a financial adviser

As part of our Technology and Innovation Series, watch the leading tech experts and innovators including Dr Charlotte Marra, Daniel Teper (KPMG), and Rocky Scopelliti explore how innovation, data and tech will impact the advice industry.


Article
25th Jul

Leveraging quality data to unlock value for brokers and their clients

Access to quality data is critical when it comes to improving wealth businesses. Data can help to drive operational efficiencies, manage risk and provide engaging personalised experiences for clients. It can also drive solutions that help bridge the gap with Millennial and Generation Z clients – those who are digital natives and expect frictionless online experiences from their service providers.

Leveraging quality data to unlock value for brokers and their clients

Access to quality data is critical when it comes to improving wealth businesses. Data can help to drive operational efficiencies, manage risk and provide engaging personalised experiences for clients. It can also drive solutions that help bridge the gap with Millennial and Generation Z clients – those who are digital natives and expect frictionless online experiences from their service providers.

Article
15th Jun

Data is key to delivering clients a wholistic view of their wealth

Harnessing data to solve challenges in the wealth management industry is set to take centre stage over the next few years and beyond as we collaborate to make wealth management more efficient, more accessible and more cost-effective.

Data is key to delivering clients a wholistic view of their wealth

Harnessing data to solve challenges in the wealth management industry is set to take centre stage over the next few years and beyond as we collaborate to make wealth management more efficient, more accessible and more cost-effective.

Research
31st Jan

Megatrends to consider when building a value proposition for the future

Futurist and author of ‘Australia 2030! Where the bloody hell are we?’ Rocky Scopelliti outlines four key megatrends you need to consider when building an attractive value proposition for clients.

Megatrends to consider when building a value proposition for the future

Futurist and author of ‘Australia 2030! Where the bloody hell are we?’ Rocky Scopelliti outlines four key megatrends you need to consider when building an attractive value proposition for clients.

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