Finura Group, Melbourne, VIC Videos

Successful Tech Decisions: Understanding the People Who Use It
The key to successful technology decisions lies in understanding the people who use it 🔑 It's not just about having the best tech; it's about ensuring it aligns with the daily realities of your team. We take the time to learn how your team works, their pain points, and what's driving their challenges. We often find a disconnect between what business owners think and what's happening day-to-day, especially with remote and offshore teams. Sometimes, it's not a technology problem at all. We pause and reassess, ensuring we address the real issues first. It's about getting the complete picture before moving forward with any tech solutions. Are you keen to see how your business stacks up on the tech front? Take our Tech Health Survey to get started 🔗 https://bit.ly/46F0TVJ #finuragroup #wealthtech #techhealthsurvey

Leverage technology
Empowering your team with the right technology not only ensures their output is more efficient, but the end result for clients and your business can be exponentially better. Accessible online resources like Canva have enabled business owners to present their brands professionally, quickly, and easily. In the right hands, your team can create stunning, brand-consistent content in a flash. But it also feeds into your business processes and guidelines to ensure you have complete control over your brand look and feel no matter who creates the content. The engine is technology, but the control lies with you. Do you leverage all of your technology in the same way? Maybe it's time to turn the tables and ensure your tech is providing the right outcomes for your business 👌🏻 #finuragroup #wealthtech #techconsulting #advicetechnology

Are you currently spending enough on technology?
Are you currently spending enough on technology? We know that technology is at the core of an advice practice, driving every level of activity that supports your service offerings to clients. Yet, the average spend is still only 5% of revenue. There is room for improvement, but where do you start? Take our Technology Health Check and work out where your weaknesses and opportunities lie 👉🏻 https://bit.ly/46F0TVJ #finuragroup #wealthtech #techhealthsurvey #businesstransformation #enterprisetechnologyconsulting

The Hybrid Approach
Are you hesitant about transitioning from one financial planning tool or CRM to another? Dipal Khatri, senior consultant at Finura, was recently featured as a guest speaker on the AdviceTech Podcast. Patrick Gardner and Dipal take a deep dive into navigating platforms for advice docs, CRM, and revenue management, pulling apart: 📍 Client portal options 📍 Transition tips for financial planning tools 📍 The 'hybrid approach' for business success Listen to the full podcast here 🔗 https://bit.ly/3WWZ9nw #finuragroup #wealthtech #fintech #podcast

Align your technology with your business
Are you struggling to align your technology with your business processes and people? Getting a deeper understanding of certain elements of your business can transform your operations and drive efficiency. Always try to bridge the gap between your business vision and daily reality 👌🏻 🔗 https://bit.ly/3YvLFQS #finuragroup #wealthtech #businesstransformation

Ensombl PD Day: The Future of Client Portals
When you start to think about how your technology all fits together, inevitably, this leads to a discussion around client portals. Cyber security concerns often drive it, as well as the need for collaboration and a place to house documents for clients. But now businesses are thinking about what the future looks like and how they can improve the client experience. Aron Satchell discusses client expectations based on their everyday lives and how we need to look at how we work with clients in the advice world in order to keep pace. Speak to us if you want to learn more about how we can support your goals 🔗 https://bit.ly/4cwx7op #finuragroup #wealthtech #ensombl #businesstransformation

AdviceTech Podcast #89: Dipal Khatri
Our very own Dipal Khatri, Senior Consultant, recently spoke with Patrick Gardner on the AdviceTech Podcast. Dipal and Pat discussed how Finura can be used to optimise your practice's tech stack through audits, consolidation of tools, cybersecurity best practices, and responsible adoption of AI features. As Dipal says, there's 'no one-size-fits-all approach' to technology suitability or integration. You can listen to the full episode here 🎙️ https://bit.ly/45YB7vk #finuragroup #wealthtech #ensombl #advicetechpodcast

Does your technology cause overwhelm?
Does your technology cause overwhelm? Should we stay with what we have? Should we change to the 'new and better' option? Are we getting our money's worth? The best place to start assessing whether you have the right software is to take our quiz to discover your Technology Health Score. You can then use the results to benchmark your performance with actionable steps for optimisation. Our Tech Health Survey is: ✅ Efficient and easy to use ✅ Accessible - it's absolutely free ✅ Instant, with immediate analysis and results Answer questions about your current technology usage to get an overall score highlighting your strengths and areas for improvement. Use the results to identify and benchmark your performance with actionable steps for enhancement. Ready to transform your tech health? Click the link to get started 🔗 https://bit.ly/3KG9KML #finuragroup #wealthtech #techhealthsurvey #businesstransformation

Finura Group
We were fortunate to have our Joint-Managing Director, Aron Satchell, speak as part of a panel discussion at the recent Ensombl All Licensee PD day. Aron was amongst great company on the panel, where they were contributing to the discussion on all things technology selection and implementation in advice businesses. An issue Aron was able to elaborate on was the common occurrence of advice businesses not embedding their new tech solution well enough. We often find that the business owner didn't engage the team during the selection process, and no one has taken ownership of the software. "Time and again, solutions get picked, and you go back and talk to that business in 6 and 8 months - nothing's happened. It's fallen over. You've got to assign ownership within the business and really drive hard to implement those solutions," stated Aron. There are some critical steps to improving your technology roadmap - speak to us if you want to learn more 🔗 https://bit.ly/4cwx7op #finuragroup #wealthtech #ensombl #businesstransformation

The Wealthtech Insider: AI in Financial Planning Ethical Insights
🎙️ Podcast: AI in Financial Planning 🎙️ We all know how ChatGPT works with creating content and even creative media. But is that the limit for your AI use? The real benefit of AI in your practice comes from the ability to remove repetitive tasks and allow your team to do more meaningful work. It can also help ensure your staff have the correct information when they need it and even the right onboarding experience - no more winging it and potentially making mistakes. Selin Ertac of Tangelo Advice Consulting talks about how AI tools can help by being another resource in your business. You have the ability to capture information and store it for team education and client enquiries, as well as data mining to catch compliance issues. Listen to Selin and Fraser Jack of The Cyber Collective speak with Finura's Danni Le Grande about staying ethical when using AI in Financial Planning 🔗 https://spoti.fi/4cjAq1z #finuragroup #thewealthtechInsider #fraserjack #selinertac #aifinancialplanning

The WealthTech Insider: AI in Financial Planning with Fraser Jack
🎙️ Podcast: AI in Financial Planning 🎙️ Do you know where client data gets stored in your AI tools? With the growth in AI technology, if you're using these tools to enhance your advice document preparation, it's critical to understand how and where your client data is stored. Why? Because you need to know and document the details to meet the requirements of the Privacy Act. As Fraser Jack of The Cyber Collective states, "Did you do some homework? Did you document it?" Listen to Fraser and Selin Ertac from Tangela Advice Consulting speak with Finura's Danni Le Grande about staying ethical when using AI in Financial Planning 🔗 https://spoti.fi/4cjAq1z #finuragroup #thewealthtechInsider #fraserjack #selinertac #aifinancialplanning

FINURA Peter Video 1
The world of providing financial advice is so complex. Understanding technology as well is unrealistic and not how you should be using your time as an adviser. It's our job to simplify your world and support you in getting the outcomes you need. Take our tech health survey and see what changes you can make today 👉🏻 https://bit.ly/3wx07MO #finuragroup #techhealthsurvey #wealthtech

From AI to Client Portals with Danni Le Grande (1)
Danni Le Grande recently spoke with Adam Carolan on the NextGen Planners TechStack® Podcast about all things AI and tech. Here's a snippet of Danni discussing client portals and the reluctance to offer them in Australia compared to their take-up in the UK. With the burgeoning use of client portals for improved cybersecurity and a better client experience, it could be wise to take the lead from the UK's experience. Listen to the full 🎙️ episode here 👉 https://apple.co/4bDtWKq #finuragroup #podcast #wealthtech #NextGenPlanners

The WealthTech Insider: Money Pit or Game Changer
What is your approach to new tech? Far too often, we've seen practices go with a cheaper technology solution, only to end up spending more time and money in the long term making it work...or going to a different option. In this episode, Danni and Peter discuss how the right tech investments can drive business growth, align with strategic goals, and ultimately boost your valuation beyond standard industry practices. Head to the link to listen to the full episode 🎙️ https://bit.ly/3UGytFi #finuragroup #thewealthtechInsider #podcast

Apple vs Google in the Move for Innovation
How are the big tech providers moving into financial services? Peter and Tahn Sharpe, managing editor of The Inside Network, recently discussed the Apple and Google race to the market. And a lot more about how our industry is eyeing innovation. You can listen to the full episode here 🎙️ https://bit.ly/3TLKJUn #finuragroup #fintech #wealthtech

AI Discussions: Is advice a luxury? | WealthTech Insider
Is advice a luxury service? What do you think? AI might be a hot topic of conversation in our industry, but your clients might not be so happy about it. How are you tackling the introduction of AI in your business? Tell us in the comments 👇🏻 https://bit.ly/3R5ClyOU?utm_source=Facebook&utm_campaign=March_2024&utm_medium=organic_social #finuragroup #fintech #wealthtech #aiandadvice

Choosing the right Technology Frameworks
"Changing software or CRM is probably more disruptive than changing licensee." We understand the time and money required to have the best technology framework for your business. It's about understanding everything about your business, including your people, in order to get it right. Less is often more when it comes to tech 🙌🏻 Hear more about what we think about technology in the discussion Peter had with The Inside Network managing editor Tahn Sharpe 🎙️ https://bit.ly/3TTIdNj #finuragroup #advicetechnology #wealthtech #peterworn

🎙️ The WealthTech Insider: The AI hype
With all the hype around AI, how do you spot innovation vs startups using existing technology? The answer is to dig a little deeper. 🎙️ https://bit.ly/49IfoIY #finuragroup #fintech #wealthtech

Using AI Bots in Your Advice Firm
How are you using AI bots in your business? It's easy to get caught up in the noise and think AI will either solve all the world's issues or you'll dismiss it altogether. But there is a middle ground. You can take action and implement some significant changes in your business if you use AI effectively. "If you have all your policies and procedures documented. So, the way you do business documented. You will be able to build your own chatGPT bot for your business, which effectively consumes all that content. And it would allow people to have a bot running on their screen at all times saying 'how do I do this?' It would be used for training and onboarding staff and provide people with an ability to, basically ask at any point, 'how do we do these things?'" Listen to more tips on navigating AI on an episode of The WealthTech Insider 🎙️ https://apple.co/3TscsL2 #finuragroup #ai #thewealthtechInsider

2024 International Women's Day
We're big believers in supporting women in doing amazing things every day in our business. But today is International Women's Day, and it deserves a special thankyou ✨ Danni and Dipal are integral to Finura's fantastic team of talented and passionate people. Their knowledge and skills underpin the vital work we do to guide and support our clients. Plus, we work with some incredible clients and industry partners who have talented women paving critical paths in Wealthtech. So, happy International Women's Day to the women we work with and who support the work we do and our everyday lives. Today, we celebrate you 🙌🏻 #iwd #finuragroup #wealthtech