My key takeaways from Symphony 2025

At Symphony 2025, Andrew Wielandt explored how AI, data integrity, and smart tech adoption are reshaping our industry. 

Embracing tech while keeping clients at the core

The pace of change in financial services is staggering. It took 17 years for mobile phones to reach 100 million users—ChatGPT did it in just three months. In the past 14 months, technology has advanced as much as it did in the previous decade.

 

I recently attended Symphony 2025, where the focus was on how software, AI, and data are reshaping our industry. The key message? Technology should enhance, not replace, human expertise. Here are my top takeaways and what they mean for DP Wealth Advisory.

 

AI is a tool, not a replacement

AI can improve efficiency, but it still needs human oversight. One speaker described AI assistants as keen interns—they’ll do 80% of the work, but you need to check the final 20%.

 

We’re already using Microsoft CoPilot to streamline email management and meeting summaries. We chose CoPilot over other AI tools because of its privacy and security advantages, which are critical in financial services.

 

Data integrity is essential

Good data is the foundation of better client service. A Q&A panel showcased how businesses have improved efficiency and client experience through better data management.

 

To get the most from AI and automation, data needs to be accurate, regularly checked, and secure. We’re exploring Microsoft Dynamics to help us visualise and analyse data more effectively.

 

Small, steady changes drive success

Tech adoption should be measured and strategic, not rushed. The key to success is small, ongoing improvements. We’re focusing on:

 

✅ Exploring Teams Phone with CRM – to improve communication and client service
✅ Enhancing SharePoint use – for better file access and collaboration
✅ Strengthening data security measures – to enhance document management and maintain a clear paper trail.

 

Keeping clients at the centre

Technology should free up time for client conversations, not replace them. AI can handle admin tasks, but our value lies in personal relationships and tailored financial advice.

 

The biggest risks? The speed of change and data privacy. That’s why we’re taking a careful approach—ensuring any tech we adopt meets the highest security standards while enhancing the client experience.

 

Final thoughts

The future of financial services is exciting, but technology should serve people, not the other way around. At DP Wealth Advisory, we’re embracing innovation while staying true to what matters—helping clients achieve their financial goals.

 

If you’d like to chat about what these trends mean for your financial future, get in touch with our team.

Microsoft sign
CoPilot presentation graph
The Manly ferry, made from lego
Conference delegates
Sydney Harbour Bridge

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It’s official! Our director, Andrew Wielandt, has been recognised on the Financial Standard FS Power50 list for 2024. On Novembrer 4, Andrew was named among the top 50 most influential financial advisors in Australia. The FS Power50 is a respected annual list that highlights advisors across the country who are actively shaping the financial advisory profession through their work and dedication to client service. Each year, Financial Standard opens nominations for the FS Power 50, with readers and industry peers voting to decide the final 50. It’s no small feat, and this year saw a strong Queensland representation, with advisors from Queensland making up 36% of the list. This acknowledgment reflects the values that Andrew and the entire DP Wealth team prioritise every day: a commitment to quality advice, a personal approach, and making a difference in the community. As Andrew often says, our role goes beyond financial advice—it’s about positively impacting our clients’ lives. Andrew is known for his extensive knowledge of ETFs, earning him the nickname “ETF Whisperer,” but his expertise goes well beyond investment strategies. His dedication to our clients and our community in Toowoomba has always been a core part of his work. Following the announcement Andrew commented, “Whilst I am grateful to be recognised amongst the other amazing advisers on this list, my team here at DP Wealth Advisory are really the ones who deserve recognition for their tireless efforts to provide our clients with outstanding advice using best-in-practice tools.” It’s a sentiment we can all get behind. Our team approach is what makes our work meaningful, and this recognition is a shared one for everyone here. Thank you to our clients, our community, and our colleagues who support us. We’re looking forward to continuing to provide the kind of personal, thoughtful advice that helps clients achieve their financial goals. Let’s Talk If you’d like to know more about how we can support your financial journey, contact us today. We’re here to help, whether it’s planning for your financial future, discussing investment options, or navigating life’s financial decisions.
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