Finura Group

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Partnering with Finura to transform your business.

We deliver end-to-end transformative technology solutions that include CRMs, Financial Planning & Advice, AI Enablement, Executives in Residence and more.

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Areas We Transform

Finura Group is a team transforming wealth technology using 150 years of combined experience and deep knowledge of the wealth tech & finance industries
Wealth management has underinvested in technology-driven services in favour of building more financial products. We are at a tipping point where the demand for financial advice outweighs the supply of quality service providers.
1

Digital Client
Experience

We design technology solutions for real advice firms to use. It’s financial advice, not a mission to Mars and we know that simplifying things works.

2

Financial Advice
Delivery

Advice generation and delivery haven’t changed for over 20 years. We are bringing change through technology and process evolution.  
3

CRM Customisation
& Integrations

Procure the perfect software and providers that scale to your business and your unique needs.
4

AI Enablement

Setting the foundations for your business to take advantage of AI features. AI is not about buying new software, but rather changing how we use it.  
5

Digital Advice for
Superannuation

Design a digital journey for your staff and clients that removes as much friction as possible in getting the job done.

6

Technology Strategy for
Business Leaders

For our corporate clients, our executive in residence service gives you access to the Finura team whenever you need them.

Looking for a technology solution?

Arrange a consultation to understand what we do and if we can help.
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The Finura Way

Finura Group are the wealth tech consultants who have the inside edge on how to transform the way you work, the way your systems work, and the way your clients feel when they reap the benefits.

Technology Roadmap Process

8-Step Consulting Framework

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Technology Roadmap
Process

We work closely with you to discover your gaps and opportunities and then create a tech roadmap. The success of our program lies in working with you and your team to implement, manage tech partners and provide clear outcomes. And we’re here to provide ongoing support for your new framework.

Learn our Consulting process in 8 steps

5-Step Wealth CTO

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Your Wealth CTO Implementing Change

When you engage us as your outsourced Chief Technology Officer, we are working with you as part of your team. We project manage change, work with tech partners and engage your team with any change management. We provide you with regular feedback and guidance, as well as reporting for you and your board.

Learn our 5 step Wealth CTO process