Netwealth launches innovation toolkit for advisers
Netwealth has launched a free, open-source innovation toolkit, providing wealth management businesses the materials and tools to facilitate innovation workshops in their workplaces.
The first release, the Customer Journey Map workshop, is a collaborative experience that puts employees in the shoes of clients through team activities.
Joint managing director, Matt Heine, said this toolkit would provide businesses with a framework to identify friction points in their customer experience and develop solutions to address them.
“One of the drivers for the toolkit is that we wanted businesses to stop talking about innovation and start implementing it,” he said.
AUTHOR
Anastasia Santoreneos
Recommended for you
JANA Investment Advisers has made several internal promotions and new appointments across its research team to bolster its position in the market.
SQM Research’s former head of research, Rob da Silva, has joined an investment consulting and analytics firm to drive the expansion of its research coverage.
AFCA has confirmed its chief operating officer, Justin Untersteiner, will be departing the organisation in March to take up a CEO role.
Minister for Financial Services, Stephen Jones, has announced he will be retiring at the upcoming federal election.
