Finura Group

In the ever-changing world of advice, the allure of cutting-edge technology can be captivating. But are we falling prey to 'tech dazzle'?

We're not fans of a lot of tech jargon, but Danni, a seasoned voice in our industry, has nailed this one 💅🏻

Danni cautions against overlooking core operational essentials and pursuing the next big thing. The bright, shiny object. Whatever you want to call this distraction.

At the heart of her insight lies a critical truth: before diving headfirst into new technologies, businesses must strengthen their core processes and systems.

Process efficiency, regulatory compliance, cyber security, client engagement, and staff training are not mere checkboxes—they're the foundation of success.

This is where we excel - unravelling the difference between 'tech dazzle' and a genuine tech need.

Book a call with us today 🔗 https://bit.ly/4fNsvMt

Meet Caspar Jacobs, our Partner Consultant with over 15 years in Financial Services.

His passion for solving complex problems and finding solutions that provide clients with outstanding results offers enormous value to our clients.

"We have a great team that collaborates well together and brings different experiences to our clients. Being able to get good results for our clients has often led us to consult with them on multiple other projects. Our clients are happy with our ability to not only provide guidance but being able to execute."

Our sweet spots include:
🚀 Navigating rapid tech advancements and rising regulations
💡 Blending technical expertise with hands-on industry experience
🤝 Working closely with your team to implement and manage tech changes
📊 Using data-driven insights for sustainable strategies

Are you ready to work with a team that understands your business and industry?

Meet the team and learn more here 🔗 https://bit.ly/3STGC9l

We like learning more about your practice and its health before our initial consultation.

We have developed a simple 3-step pre-engagement practice health check specific to the needs of the wealth sector. This framework provides insights into practice-wide technology usage and levels of adoption, enabling benchmarking and identifying areas for improvement and further engagement.

It looks like this:
👉 Step 1: Questionnaire - get clarity around what you do today and how well you do it
👉 Step 2: Health quiz - what is our current level of maturity relative to our peers
👉 Step 3: Prioritise - what areas should we focus on and deep dive into for exploration?

But you don't need to work with us to benchmark your business - start with our Technology Health Check.

You will better understand your gaps and opportunities, and we will even give you some action steps to get started.

Take our survey here 👉🏻 https://bit.ly/46F0TVJ

Planning on implementing new tech? You might want to hit pause and have a read of this...

As Dipal, a Senior Consultant at Finura, says: "Short-term cheaper solutions may cost more in the long term".

This is particularly relevant in the field of wealth tech for advice firms. Technology landscapes are quickly moving, and financial technology is no different.

But beware of the quick fix.

Opting for quick, inexpensive fixes can lead to hidden costs such as system inefficiencies, security vulnerabilities, and limited scalability. When businesses choose cheaper wealth tech solutions without considering if it is feasible for their long-term growth, they risk facing integration challenges, inadequate support, and higher maintenance costs over time.

By investing in robust wealth tech solutions upfront, businesses are equipped for future industry changes, capitalise on emerging opportunities, and maintain a competitive edge in the dynamic financial services sector 💡🚀

Ready to invest in long-term success? Contact us today to gain insights from consultants with deep industry knowledge in wealth management, superannuation, and financial advice.

🔗 https://bit.ly/3YvLFQS

In life, growth is a never-ending journey.

And this is all too true when it comes to your business too. With the speed of technology, and subsequent customer demands changing so quickly, it's no wonder that systems implemented a few years ago may no longer cut it.

Consistent updates and proactive management ensure your technology remains aligned with business needs. True tech success comes from continuously refining and adapting your systems to meet evolving goals.

By viewing your tech as an evolving partner, you can drive sustained growth and efficiency.

Contact our team to find out how we can help you to stay agile 🔗 https://bit.ly/4fNsvMt

Are you curious about where your business stands in the fast-moving world of tech? Take our Technology Health Check Survey to find out.

Based on your answers, you will receive an assessment across critical areas, including management, client engagement, advice, cash flow, social media, cyber security, revenue management, technology, compliance, integrations, and AI.

Gain practical insights on how to:
👉🏻 Optimise your advice process
👉🏻 Enhance client interactions
👉🏻 Ensure efficiency and compliance
👉🏻 Stay ahead with forward-thinking strategies

Ready to transform and boost your business?

Take the here 🔗 https://bit.ly/46F0TVJ

Is it time for a technology upgrade? Or should you leave it alone?

When you want your business to run smoother, sometimes taking proper stock of your current processes, efficiencies - and shortfalls - should be your first step.

After all, pouring time and money into upgrading a perfectly functioning system instead of addressing a gap in your business can stifle growth and waste valuable resources. Then, you can ensure that any new investments you make are the right ones.

Find out more about how we can help you identify and optimise key areas of your business for targeted improvements to your business 🔍https://bit.ly/4chqN2U

Say goodbye to endless Google searches and hello to a well-organised, regularly updated library of strategies and templates.

Streamlining your advice process and staying ahead of changing legislation has never been easier, thanks to our Advice Library.

Our robust resource hub is authored by industry experts and includes:
📚 120+ Advice Strategies
📄 50+ Client Education Flyers
📝 SOA and ROA Templates
🔒 Insurance Product Text

Let us handle the heavy lifting of technical content, ensuring you and your business have everything you need for efficient and effective advice delivery 👌🏻

Ready to get ahead? Find out more about our Advice Library here 🔗 https://bit.ly/3XZQzoY

"In the realm of tech adoption, it's not just about the tools themselves; it's about cultivating a culture of adaptability. By involving your entire team in the process, you ensure that technological advancements are seamlessly integrated and embraced."
- Caspar Jacobs, Head of Data, Integrations & Solution Design

In today's tech-driven environment, it's not just about implementing the latest technology - it's about making sure everyone's on board with the changes.

When your whole team is involved, they become fellow advocates and the driving force behind new ideas and solutions 🙌🏻

Ready to take your business tech to the next level? Let's chat 💬 https://bit.ly/3S1GpQS

Peter recently spoke with Professional Planner about technology selection and managing security issues.

"It's crucial not just to rely on the security measures of cloud platforms like AWS [Amazon Web Services] or [Microsoft] Azure but to ensure that the software companies themselves maintain high internal security standards," Worn says.

With Finura's recent ISO27001 certification, we're all too familiar with the need for technology companies to have appropriate risk management plans in place for the security of data. With the increase in AI start-ups, many new tech providers don't have data security standards in place, and this can put users at risk.

Peter stressed the need for businesses to have "continuous training and awareness programs for employees on cybersecurity best practices', to ensure they have robust measures in place to combat data risks.

You can read the full article here 👉🏻 https://bit.ly/4eVBryV

There are moments in our business when we can truly recognise a win for the whole team - this is one of those moments.

Finura Group has achieved ISO27001 certification, and we're pretty excited about it 🙌🏻

For those who aren't familiar with what it means, here is a little insight...

👉🏻 ISO27001 is the world's best-known standard for information security management systems (ISMS)
👉🏻 It means an organisation has systems in place to manage risks related to the security of data owned or handled by the company
👉🏻 An ISMS implemented according to this standard is a tool for risk management, cyber-resilience and operational excellence

Not only does this certification underpin our approach to serving our institutional and IFA clients, but it also supports our new software (launching soon) and our future work of improving the way financial services organisations use technology to deliver advice.

This was a solid effort by our whole team to jump through some serious hoops to get this certification - we couldn't be more proud of their effort and our collective achievement of getting our ISO27001 certification 👊🏻

We have a few more things we're working on, and we can't wait to share 👌🏻

We are thrilled to welcome Simon Betchley to the Finura team! 🥳

Simon joins us to enhance our work with IFAs, licensees, and institutions. His expertise and network will strengthen our impact within the advice community.

With Simon on board, we will continue to drive great technology adoption, helping advice organisations to improve their bottom line and client experience.

Welcome to the team, Simon! 👏🏻

Successful technology integration in advice firms hinges on key steps 🌟

As Danni, an industry expert and our Head of Consulting Services, reveals, it all comes down to the following:
➡️ Comprehensive Process Review: Understand end-to-end advice processes deeply
➡️ Team Engagement: Involve all team members to ensure alignment
➡️ Strategic Technology Selection: Choose tech that meets operational goals
➡️ Due Diligence on Providers: Ensure reliability and compatibility
➡️ Resource Allocation: Dedicate resources for managing tech changes
➡️ Committing to these principles enhances technological efficacy

Find out more about how we can support your business in adopting intelligent technology solutions 🔗 https://bit.ly/4cCbpiB

"Going through technology change in a business is like renovating a house while you're still living in it. You have to navigate around the dust and debris while trying to maintain daily routines. It's disruptive and uncomfortable, but necessary for that more efficient and updated end result."
- Danni Le Grande, Head of Consulting Services, Finura

Disruptions can be challenging.

However, keeping your eye on the long-term benefits is a great reminder that each disruption is a step toward your future success.

And, before long, your patience and perseverance will have led to more streamlined and advanced operations.

But you don't need to navigate it alone.

Reach out for a discussion to learn more about what we do and how we can help 🔗 https://bit.ly/4c0Tsdf

One recurring issue we see in the industry is the use of email to send sensitive documents ⛔️

Even if you're diligent as a business owner, all it takes is one team member's oversight to put your business at risk.

Our Outsourced CTO Service for IFAs can help you establish a secure and efficient data management system. We assess and enhance various tech areas to ensure your business is operating safely.

Discover more here 👉🏻 https://bit.ly/4c0Tsdf

"On the hunt for AI solutions? Review your existing tech to see what AI features are available already."
- Dipal Khatri

Sometimes, the answer you've been searching for is right in front of you💡

With technology progressing at an exponential rate, seemingly advanced technology is now becoming a standard for many software applications. You might be surprised to find AI features are already available in your current tools.

As Dipal and the team often discover when working with new clients, there's no need to reinvent the wheel and purchase the latest shiny software.

👉🏻 Maximise your resources, save time, and drive innovation with what you already have.

Need some guidance to get your technology roadmap working better for efficiency and growth? Reach out for a discussion 🔗 https://bit.ly/3Rr3T1C

Innovative technology no longer allows you to 'wing it' and gain the significant edge in growth and efficiencies it offers.

Active consideration is crucial not only when choosing tech options but also when driving them to achieve the desired outcomes. Your involvement is key to harnessing the full potential of technology.

The brisk walk to keep up has now become a fast jog 🏃🏻‍♀️

Are you keeping up?

Take our Tech Health Survey to ascertain where you can make improvements 👉🏻 https://bit.ly/3wx07MO

One of the common scenarios we see is business owners thinking their tech solutions are used in a particular way to improve processes and create efficiencies.

Do you know the most common tech we see open on the screens of team members? Microsoft Word.

Involving staff in new technology decisions and implementation can mean ownership and take-up from day one.

Our role is to help you make better technology decisions by not repeating mistakes of the past 👌🏻

Speak to us to learn more about our solutions 🔗 https://bit.ly/3UT4k5B

Our team spends a lot of time with our clients, deep-diving into their tech solutions, processes and teams.

We have the benefit of taking a helicopter view and being witness to a multitude of problems.

"Despite having an extensive arsenal of tech tools and robust processes, many firms struggle to harness their full potential", states Danni Le Grande.

"We often see a mismatch in expectations—trying to fit a square peg into a round hole by forcing tech to adapt to our specific needs instead of revisiting our processes to align with technological capabilities."

The tail (your technology) should not be wagging the dog (your business).

So, where should you start?

Begin with our Tech Health Survey 👉🏻 https://bit.ly/3wx07MO