Netwealth
2026 Regional Winner | Learning Excellence
Industry
Financial Services
Company HQ
Melbourne, Australia
Number of Employees
700+
Office Locations
Australia
From dabbling to daily practice: how Netwealth built AI literacy across the organization with Udemy
Business outcomes
69%
Employees using AI daily
33%
Knowledge uplift (pre/post measured)
500+
Enrollments from a standing start
Challenge
Closing the AI literacy gap
Netwealth Investments Limited (NWL) is an Australian wealth management platform listed on the Australian Securities Exchange and headquartered in Melbourne. Founded in 1999, Netwealth provides investment, superannuation, and managed account solutions primarily to financial advisers and their clients across Australia. The business operates as a platform provider, sitting between fund managers and financial advice practices, giving advisers tools to manage client portfolios, access a broad investment menu, and deliver reporting and administration services. In addition, Netwealth is known for its technology-first approach, consistently ranking among the highest-rated platforms in adviser satisfaction surveys.
As AI adoption accelerated across the financial services sector, Netwealth identified a growing capability gap within its own workforce. While 99% of employees had used AI in some form, self-rated AI knowledge averaged 2.65 out of 5, and 42% named lack of knowledge and training as their single biggest barrier to using AI effectively.
Access was part of the problem. The company’s 250 Udemy licenses were largely concentrated in the IT team, leaving the rest of the business without a structured pathway to build skills. The company aimed to give every employee structured access to AI learning, and to do so in a way that could demonstrate clear ROI rather than relying on completion rates alone. The approach meant building diagnostic placement tools to route people to the right pathway, embedding pre- and post-assessments to quantify knowledge and confidence uplift, and sequencing the rollout to align with its Workday Learning go-live.
“We needed a platform like Udemy to close the growing AI literacy gap across the organization,” said Rachel Moore, Senior Learning and Development Advisor.
“Without a platform like Udemy, we had no structured way to close the growing AI literacy gap across the organization.”
Solution
Three pathways, one unified rollout
The company designed its approach around one principle: meet people where they are, then move them forward. Rather than deploying a generic AI course library, the company designed three structured learning journeys on Udemy, each calibrated to a different level of AI readiness:
The three pathways covered a range of AI readiness levels:
• Explorer: personal productivity with Microsoft 365 Copilot, for employees new to AI tools
• Voyager: intermediate AI skills, building on foundational knowledge with practical applications
• Pioneer: advanced capabilities, including building custom agents in Copilot for power users
Content was kept deliberately short and modular, at 2.5 to 3.5 hours per pathway, self-paced, and anchored to tools people already use daily. Delivery through Workday Learning gave every employee frictionless single-login access, putting AI learning alongside everything else they already do.
The launch was wrapped in a four-week “Learn Big, Win Big” competition with weekly $50 Work Perks vouchers for the top 10 on the leader board and a $300 grand prize, turning learning into something visible and social. Digital completion badges shareable on LinkedIn and Viva Engage gave people a way to signal their progress publicly, backed by physical lanyard pins for each pathway level. A dedicated Viva Engage community became the space where staff shared wins, prompts, and real-world use-cases, transforming individual learning into collective momentum.
Scaling happened in two ways. The company expanded Udemy licenses from 250 IT-concentrated seats to 700, giving every employee access from day one. Active users tripled in the first month, and enrollments reached 506 across the three pathways within weeks. The company also embedded accountability through the management line by sharing completion data and leader board results with people leaders, and extended the model to the Sales team through mandatory pathway learning.
“By integrating Udemy into Workday Learning and wrapping it in recognition mechanics, we made learning a shared, visible practice rather than a private activity,” Moore said.
“By integrating Udemy into Workday Learning and wrapping it in recognition mechanics, we made learning a shared, visible practice rather than a private activity.”
Looking Ahead
Extending the model
The company plans to deepen its AI learning pathways and extend the model to additional teams beyond Sales. The evidence loop built through Udemy analytics lets the company iterate and invest with confidence.
“Udemy gives us the agility to keep pace with AI change and the confidence to build a learning culture that anticipates what comes next,” Moore said.
“Udemy gives us the agility to keep pace with AI change and the confidence to build a learning culture that anticipates what comes next.”
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