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AdvisorTech Research 2025 - Coggle Diagram
AdvisorTech Research 2025
Write for multiple personas
Advicers (what does everyone else use and LIKE)?
Platforms (what does everyone else use and LIKE - of 'our kind of advisor')
Vendors (what is my competition doing, who's winning and losing, and what do my advisors think of me?)
Investors (which companies should we be paying attention to, because we might invest into them or acquire them)
The Report itself
2 core sections
Trends in AdvisorTech
Really happy with this section
Improvement opportunities
Tech Transitions
Tech-Stack Satisfaction*
What is a "Tech-Savvy Firm"
Vendor Recognition
Category-Level Write-ups
Stats reporting is good
Trends in Market Share - room for improvement
Churn + Momentum - OK I think?
Projected Market Share - not good (what about the Unsures?)
I think Q's are OK, but how do we transform the data to report out on it?
Less repeating the stats, more insights regarding the trends & contextualizing the data
Two write-up areas - Observations in Satisfaction & Share, Winning/Losing Trends
New stuff
Zoom-in on "AI"
AI Notetaking Tools?
AI being infused into other tools?
Satisfaction from AI users?
AI at the front-section 'Trends' level
TRUST in AI in the first place?
What Really Matters?
What really matters when writing what really matters?
Is it Tech-Savvy Firm?