Ep 79: Evolving the client value proposition with technology – Matt Heine

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.