EP 26: Adviser Tech Strategies Part 1: Rethinking Client Security and Engagement

In this first instalment of a special three-part series on The WealthTech Insider, host Danni Le Grande is joined by Simon Betchley, Senior Industry Advisor at Finura Group.

Together, they dive into the key findings from Finura’s Technology Health Check, which surveys financial advice businesses on their tech practices.

In Part 1, Danni and Simon focus on the ongoing risks of emailing sensitive client documents and the growing need for secure alternatives like client portals. They discuss practical steps for improving cybersecurity, boosting client engagement, and managing internal communications.

If you’re looking to protect client data and streamline your advice business, this episode is packed with actionable insights!