Go offline with the Player FM app!
Ep 79: Evolving the client value proposition with technology – Matt Heine
Manage episode 370435576 series 2074376
In this episode, Matt jumps into the hot seat to be interviewed by Peita Diamantidis on the Ensombl AdviceTech podcast. They discuss how advisers are using technology to differentiate their offering and build their client value proposition.
Matt shares the efficiencies of managed accounts during turbulent markets, integrating ESG into the offering, cyber-security considerations for firms, and how Artificial Intelligence is being used to provide insights, manage back-office administration and deepen client relationships. He also chats through the continuously evolving client expectations of technology and how Netwealth is providing technology and services to help advisers meet these expectations.
You might also be interested in Netwealth's 2023 AdviceTech report - Humans and Machines: How AI and adjacent AdviceTech can supercharge advice practices.
96 episodes
Manage episode 370435576 series 2074376
In this episode, Matt jumps into the hot seat to be interviewed by Peita Diamantidis on the Ensombl AdviceTech podcast. They discuss how advisers are using technology to differentiate their offering and build their client value proposition.
Matt shares the efficiencies of managed accounts during turbulent markets, integrating ESG into the offering, cyber-security considerations for firms, and how Artificial Intelligence is being used to provide insights, manage back-office administration and deepen client relationships. He also chats through the continuously evolving client expectations of technology and how Netwealth is providing technology and services to help advisers meet these expectations.
You might also be interested in Netwealth's 2023 AdviceTech report - Humans and Machines: How AI and adjacent AdviceTech can supercharge advice practices.
96 episodes
Tous les épisodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.