Navigating the future – How AI is transforming the advice industry

  • Presentations
  • Practice Management

National Conference 2024

In this presentation, we’ll delve into the transformative power of AI within the wealth management industry and uncover the ways it is reshaping how we work and serve our clients.
We’ll embark on a journey through three key dimensions:
  1. Transforming Client Service: AI and its related technologies are sparking a revolution, redefining how we work and engage with our clients. Witness how AI-driven solutions streamline processes and enhance client engagement, leading to a superior service experience. Real-life examples from advisory firms highlight how seamless integration of AI can yield remarkable results.
  2. AI in Action: We’ll take a deep dive into the world of upcoming innovations and provide practical insights to prepare your advisory firm for the era of AI and emerging technologies. Explore how AI-powered chatbots, predictive analytics and real-time behavioural nudges are reshaping the advisory landscape. Learn about the cutting-edge tools and strategies that will position your practice at the forefront of technological advancements.
  3. Key Insights from Netwealth’s 2023 AdviceTech Report: Based on the research of over 250 advisory firms and findings from their latest “Humans and Machines” report, understand the evolving role of human advisers in an AI-driven landscape, and learn the steps to transform your business.

    Embrace the future. AI is not on the horizon; it’s here, and it’s reshaping the wealth management industry. This presentation equips your firm with the insights, resources, and strategies to ensure you remain competitive in this evolving landscape.


Following this session you will be able to:

  • Understand how AI technologies are revolutionizing client service in the wealth management industry, including real-world examples of how seamless integration can improve client engagement and outcomes.
  • Gain practical insights into emerging AI innovations such as chatbots, predictive analytics, and real-time behavioural nudges, and assess how to prepare your advisory firm for this technological shift.
  • Discover and evaluate key findings from Netwealth’s 2023 AdviceTech Report, including strategies to transform your business for the future.
  • Learn how to strategically position your advisory practice at the forefront of technological advancements to remain competitive in an evolving landscape shaped by AI.

The contents of this resource are taken to be correct at the time of publication.

Disclaimer: Technical Papers contain general advice only and are prepared without taking into account particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. Before making any decision based on this information, you should assess its relevance to the individual circumstances of your client. While the SMSF Association believes that the information provided is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this bulletin is not considered financial product advice for the purposes of the Corporations Act 2001. © SMSF Association