Netwealth Group Ltd. · ASX:NWL
Netwealth — Investor Presentation
17 slides from Netwealth's investor presentation
Slide 1: Innovation Workshop: Value for money: Loyalty that lasts
Innovation Toolkit Brought to you by: Innovation Workshop Value for money: Loyalty that lasts Adviser/licensee use only: This document is intended for adviser/licensee use only. Unauthorised use, modification, disclosure or distribution to any other party without Netwealth’s express prior written co
Slide 2: Innovation Toolkit workshop agenda
Innovation Toolkit 60mins 120 mins Part Part Investigati A: Innovati B: on on Recap of the Identity BREAK Identify Evolve the BREAK Present Discuss research segments to actions idea into your next steps focus on and and something innovation prioritise the prioritise tangible to the value for them an
Slide 3: Quote: The key to loyalty isn't just keeping clients engaged
Innovation Toolkit “The key to loyalty isn’t just keeping clients engaged— it’s understanding how their perception of value evolves over time. ”
Slide 4: Recap of the research
Innovation Toolkit Exercise 1 Things you need Recap of the research Markers, Post-it notes, Internet connection Step s 1 Watch the short recap of the key drivers, or alternatively if you have time (60mins), watch the entire research overview, click here. **Tip** Make sure to reflect on: Why clients
Slide 5: Quote: Loyalty isn't about locking clients in
Innovation Toolkit “Loyalty isn’t about locking clients in. It’s about giving them continuous reasons to stay.”
Slide 6: Identify segments to focus on and prioritise the value for money drivers
Innovation Toolkit Exercise 2 Things you need Identity segments to Segment poster, Key driver poster, Loyalty that lasts report, Post-it Notes and markers focus on and prioritise Step s the value for money 1 Break into teams of two or three, and select a segment to focus on – drivers Newcomers, Sett
Slide 7: Identify actions and prioritise them
Innovation Toolkit Exercise 3 Things you need Identify actions A4 paper, Post-it Notes and markers and prioritise them Step s 1 Intactics your teams, individually review the available to address your selected value drivers, referring to the special report. Select three or four tactics that you belie
Slide 8: Can deliver credibly and effectively
Innovation Toolkit Can deliver credibly and effectively Least powerful Most powerful Will struggle to deliver credibly and effectively
Slide 9: Present your segment findings to the entire audience
Innovation Toolkit Exercise 4 Things you need Present your segment Blue-tak findings to the entire Step s audience 1 Nominate a team spokesperson, who will present your work to date to the group. 2 Each team has 5 minutes to present their findings. Be clear on the rationale behind why you choose the
Slide 10: Quote: A problem well-stated is a problem half-solved
Innovation Toolkit “A problem well- stated is a problem half-solved” - Charles Kettering
Slide 11: Evolve the idea into something tangible and real
Innovation Toolkit Exercise 5 Things you need Evolve the idea into Innovation template and markers something tangible and Step s real 1 Inideas your teams, select two of the ‘action’s from the previous exercise. Now you are going to flesh them out in detail. 2 For each action you have selected, desc
Slide 12: Innovation Toolkit Template
Innovation Toolkit Innovation Template The problem ‘Whats the peobiem yout tying soe? Target audience \noistnis idea aimed at ana why out appealto tne? Key benefit Whats the best thing about ths ea? \l/ /\\ ‘Name the idea Explain your idea Use words andor pcturesto make Clearer for ater Go on, sketc
Slide 13: Quote: Innovation distinguishes between a leader and a follower
Innovation Toolkit “Innovation distinguishes between a leader and a follower.” - Steve Jobs
Slide 14: Present your innovation to the entire audience
Innovation Toolkit Exercise 6 Things you need Present your innovation Blue-tak to the entire audience Step s 1 Nominate a team spokesperson, who will present the innovation to group. 2 Stick your Innovation Template to the wall. 3 Each team has 5 minutes to present their innovation. 4 Discuss the fi
Slide 15: Quote: Retention isn't a tactic. It's a mindset
Innovation Toolkit “Retention isn’t a tactic. It’s a mindset of continuous value creation.”
Slide 16: Well done! Next steps and workshop wrap up
Innovation Toolkit Exercise 7 Things you need Next steps and Just you! workshop wrap up Step s 1 As a group, discuss the innovations. Are there any that match up or complement each other, that could be combined to make a stronger idea? Are there quick- wins that are easy to implement? Are there any
Slide 17: Thank you for participating!
Innovation Toolkit Brought to you by: Thank you for participating! You can download more innovation workshops at www.netwealth.com.au/innovation