Embrace A New Era

MACHINE LEARNING, AUTOMATION, AND CLIENT EXPERIENCE, EXPLORE THE TECHNOLOGY TRENDS SHAPING THE FUTURE OF YOUR FINANCIAL ADVICE BUSINESS.

Finding the Right Tech Partner

Research references as part of this work:

01

Henderson, Jacqui. (2022). Finance Technology Trends For FY22: Tech-Savvy Financial Planning Practices https://www.adviceintelligence.com/finance-technology-trends-2022

02

Henderson, Jacqui. (2022). The Value of Advice Beyond an SOA
https://www.adviceintelligence.com/blog/value-of-financial-advice-beyond-an-soa

03

Henderson, Jacqui. (2022). Financial Planning Automation
https://www.adviceintelligence.com/financial-planning-automation

04

Henderson, Jacqui. (2020). Goals Based Advice Whitepaper
https://www.adviceintelligence.com/goals-based-advice-whitepaper

05

Fidelity International (Australia) Limited, (2020) The Value of Financial Advice

06

ASIC Regulatory Guide 255: (August 2016) Providing digital financial product advice to retail clients

07

The Capco Institute Journal of Financial Transformation, Alternative Models: #49 (April 2019) Designing digital experiences in wealth (P22-30)

08

Capco Institute. The Hybrid Advice Model. The European View.

09

Deloittte. (2017) The Next Frontier. The future of automated financial advice in the UK.

10

Axell. Human Touch in a New Digital World. (July 2020) The future of financial advice distribution in a time of rapid worldwide transformation.

11

Altus Consulting in consultation with Ignition UK (June 2021) Reimagining financial advice. How digital capabilities are enhancing not replacing the financial adviser.

12

Financial Planning Association of Australia Ltd: Mapping Fintech to The Financial Planning Process: (2017) Why fintech is not a threat

13

Forbes, Akula, Vasudeva (July 2020) Three ways AI can Protect Revenue and Bring Costs Down during Challenging Times.

14

XY Adviser Podcast: Tech Trend Series #5. (November 2021) The evolution of technology and what the future may hold.

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