With so much industry speculation, it can be difficult to determine if Artificial Intelligence (AI) will result in the end of financial advice as we know it or unlock a new universe of possibilities for advisers. In this webinar Joel Robbie, co-founder and CEO of Nod, will help you understand the true and likely impact of this technology on your business and provide you with practical tips to navigate and capitalise on any change.

1. The likely impacts of AI
on your business and financial
advice
Presented by
Joel Robbie
CEO
Nod
4 September 2019

2. | netwealth2
1 CPD point available
• Must have attended for
>30 minutes
• CPD details will be
included in the post-
webinar email
This webinar is being
recorded
• Slides will be sent to you
after the webinar via email
Enter your questions in the
chat
• We will get to them at the
end of the webinar
Posting to social?
• Make sure to use
#netwealthinvest or tweet
@netwealthInvest
Housekeeping

3. | netwealth
As a specialist platform provider, Netwealth provides
financial advisers with a wide range of financial
products & services to help manage their clients’
investments and superannuation.
• Ranked #1 for overall functionality
• Ranked #1 for overall satisfaction
• Awarded best reporting
• Awarded best client portal
• Awarded best transaction tools
*InvestmentTrends Platform Competitive Analysis & Benchmarking Report (Dec 17)
3
See wealth differently
A little bit about Netwealth

4. | netwealth
Key features of our platform
Market leading adviser portal Market leading client portal
• Rated No.1(1) for functionality
• Intuitive design and useability
• Quick access to information and clients
• Sophisticated portfolio tools
• In depth business and client reporting
• Rated No.1(1) for functionality
• Intuitive design and useability
• Can be white labelled for adviser groups
• Allows consolidation of all accounts
(1) Investment Trends: December 2016 Platform Competitive Analysis and Benchmarking Report
Mobile access
• PC, tablet and mobile access
• Adviser and client versions available

5. | netwealth
Key features of our platform
Innovative transactional capability Comprehensive reporting
• Online domestic & international trading
• Online fund switching
• Sophisticated rebalancing technology
• Automated account and cash settings
• A wide range of business, client &
portfolio reports
• Interactive and static reports available
• Can be white labelled
Research and insights
• Engaging investor and adviser insights
• Articles, webinars and white papers
• Wide range of investment research
• Managed funds and equities

6. | netwealth
Joel Robbie
CEO & Co-founder
Nod
6
Meet today’s speakers

7. Artificial Intelligence
Howitwillreallyimpactyourbusiness.

8. About me
1
DAD
3
FOUNDER
2
HUSBAND

9. What is Artificial Intelligence?

10. WhatisAI?

12. Whydoes A.I. matter?

14. TheReal Storyof Robo-Advice

15. Who would takeadvicefrom
this woman?

20. 79%
21%
81%
19%
Would you use a robo-advice
service?
Do you currently use a robo-
advice service?

21. Cost of Acquisition Customer Lifetime Value
$312 $250
Robo-advice uniteconomics.

23. Repetitive vs. Relationship Tasks

24. Repetitive Functions Relationship Functions
Document creation Financial situation
Document checking Psych profiling
Fee reconciliation CRM
Portfolio admin Relationship Building / Meetings
Client notifications
Signatures
Accountopening/closing
File notes

25. Document Creation
Document Checking
Fee Reconciliation
Portfolio Admin
Client Communication
Signatures
Account Admin
File notes
Financial Situation
Psych Profiling
CRM
Client Relationship
Impact
Ease

26. Practical next steps
Automate your repetitive functions
Spendthe most time on high-impact low hanging fruit.
Read widely and follow experts.
Repeat annually.
1
2
3
4

27. Questions and answers

28. | netwealth28
1 CPD point available
• Must have attended for >30 mins
• CPD details will be included in the
webinar resources email
Webinar recording and slides
• These will be included in the
webinar resources email
Thank you

29. | netwealth
Build a resilient portfolio for all stages of
the economic cycle
• CPD Portfolio Construction webinar
Between Meetings with Matt Heine
• Podcast series for financial advisers
29
Registration links will be in the follow-up email
You may be interested in

30. | netwealth30
Disclaimer
This information has been prepared and issued by Netwealth Investments Limited (netwealth), ABN 85 090 569 109, AFSL 230975,
RSE L0000192). It contains factual information and general financial product advice only and has been prepared without taking into
account your individual objectives, financial situation or needs. The information provided is not intended to be a substitute for
professional financial product advice and you should determine its appropriateness having regard to your particular circumstances
and seek any independent financial or other professional advice you may require.The relevant disclosure document should be
obtained from netwealth and considered before deciding whether to acquire, dispose of, or to continue to hold, an investment in
any netwealth product.
While all care has been taken in the preparation of this document (using sources believed to be reliable and accurate), no person,
including Netwealth, or any other member of the netwealth group of companies, accepts responsibility for any loss suffered by any
person arising from reliance on this information.