DiscoverUncommonCentsUncommonCents Episode 94: Advice Tech 2025 - Data, Trust & Transformation in Financial Services
UncommonCents Episode 94: Advice Tech 2025 - Data, Trust & Transformation in Financial Services

UncommonCents Episode 94: Advice Tech 2025 - Data, Trust & Transformation in Financial Services

Update: 2025-10-16
Share

Description

Craig Koumanis and Dean Holmes unpack the latest Netwealth Advice Tech report exploring the six key trends shaping financial advice: data- driven personalisation, automation, AI adoption, cybersecurity and more.

Discover how advisors can leverage tech like Microsoft Copilot and connected data systems to enhance client outcomes and drive smarter decisions.


Comments 
In Channel
loading
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

UncommonCents Episode 94: Advice Tech 2025 - Data, Trust & Transformation in Financial Services

UncommonCents Episode 94: Advice Tech 2025 - Data, Trust & Transformation in Financial Services

Dean Holmes & Craig Kouimanis