The first webinar in INN8’s new “Digital Lowdown” series is now available for you to view, and if you missed the live session, you can catch the full replay above This is not just a webinar, it’s a timely reminder for forward-looking financial advisers who want to stay relevant, responsive, and resilient in their advisory practices that technology can, and should, be embraced.
With expertise touching on platform development, industry collaboration, and hands-on demos, this session offers valuable insights for advisers looking to better connect, automate, and future-proof their businesses.
Why a tech stack matters
Just as a smartphone operates using a variety of integrated apps, your advisory business relies on a mix of digital tools known as your tech stack. This stack includes everything from Customer Relationship Management (CRM) systems and financial planning tools to compliance solutions and marketing platforms.
However, it's important to note that having tools alone is not sufficient. What really enhances efficiency and scalability is integration, allowing these different platforms to communicate with each other through APIs, with the goal of streamlining every step of your client journey.
“An efficient tech stack gives advisers more time to spend on meaningful client conversations. Integration helps make that happen.” Michael Mulder
The webinar highlighted how artificial intelligence can improve adviser productivity. Mulder showcased tools like ChatGPT, Gemini, and NotebookLM for content creation, document summarisation, and meeting preparation. He particularly emphasised NotebookLM for its ability to upload and analyse documents, helping advisers build knowledge libraries and generate mind maps from complex information. These tools offer a smarter approach for advisers who handle multiple client meetings daily.
A key focus was the importance of marketing and social media in a modern advice practice. Mulder encouraged advisers to connect with clients through platforms like LinkedIn, WhatsApp for Business, and even TikTok. The goal is not to become influencers, but to share bite-sized, relevant content that strengthens relationships. He pointed out that even simple actions, like sharing an article with a personalised comment, can lead to valuable conversations with clients.
Mulder expressed the importance of regularly auditing your current technology stack. Even established and well-resourced companies can benefit from revisiting their tools to identify inefficiencies or missed integration opportunities. He recommended evaluating each tool’s cost, scalability, and interoperability, as well as its alignment with current and future business goals.
Technology, he pointed out, should not only support your business today but also grow alongside it. Incremental changes, starting small, testing in a personal capacity, and gradually adding or replacing tools, can lead to significant long-term improvements.
Watch the replay above
This is the first session in a three-part series on building the future of advice technology. Whether you’re looking to streamline your operations, scale your client engagement, or prepare for what’s next in digital advice, watch the webinar and see why INN8 is the adviser's partner.
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