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Finura Group

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We build the AI capability your business needs to stay ahead.

We’ve delivered dozens of AI projects, and our software solutions run in advice practices nationally. We have the hands-on experience that delivers when the hype fades away. We are leaders in change management and work inside your business to deliver outcomes, not just recommendations.

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Areas We Transform

Wealth management is in the middle of a technology shift that rewards firms that move strategically and punishes those that move blindly. Finura works with a select number of practices and institutions to build the right capability: using AI where it creates genuine, measurable value and making your existing technology work harder before adding anything new.

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.
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AI Development and Implementation

Our team has delivered dozens of AI projects for financial services firms – building proprietary tools inside Microsoft Copilot and your existing platforms to automate routine tasks, improve file notes, speed up paraplanning workflows, and more. We don’t sell AI. We build it, specifically for your business. 

2

Your Fractional CTO

For institutional clients, our Executive-in-Residence model embeds Finura’s expertise within your leadership team. We work alongside your board and senior leaders to build a technology and AI strategy that’s grounded in your business model – not vendor presentations.

3

Advice Transformation for Enterprise

Advice delivery for large institutions hasn’t kept pace with client expectations or regulatory demands. We work with super funds, licensees, and enterprise advice businesses to redesign the end-to-end advice journey – modernising how advice is produced, presented, and experienced by clients. Where AI can accelerate that transformation without compromising accountability, we build it in.

4

Technology, Research and Thought Leadership for Business Leaders

Advice generation and delivery have barely changed in two decades. We’re changing that – through process redesign, better use of existing technology, and targeted AI deployment that keeps the adviser accountable and the client well-served.

Looking for a technology partner, not just a consultant?

Whether you’re starting an AI project or need a long-term technology partner, let’s find out if we’re the right fit.

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The Finura Way

Finura doesn’t work with everyone. We engage with a select group of organisation and firms who are ready to change – not just curious about it. If you’re looking for a tech roadmap that sits in a drawer, we’re probably not the right fit. If you want a team that builds real AI capability inside your business, stays accountable for the outcome, and tells you the truth when something isn’t working, let’s talk.

Technology Roadmap Process

8-Step Consulting Framework

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Technology Roadmap
Process

Our consulting process moves fast. We spend less time on the roadmap and more time on delivery - identifying the highest-value AI and technology opportunities for your business and executing them. The framework below shows how we work, but the starting point is always the same: what will move the needle for your business in the next 90 days?

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