Know where your business stands before someone else tells you.
Finura's health checks give financial advice firms an honest, independent read on their technology and AI readiness - in under ten minutes, completely free.
The AI Health Check
Regulators are paying attention to how financial advice firms use AI. Most firms don’t know where they stand. This check takes under five minutes and gives you a tailored report on your firm’s AI readiness – covering governance, tools in use, data handling, and risk exposure.
- Tailored report based on your answers
- Under five minutes to complete
- Completely free
The Tech Health Check
A broader look at how your business uses technology across advice delivery, client engagement, compliance, and operations.
You’ll get a benchmarked score and a clear view of where you’re ahead and where you’re not.
What you'll find out
Most advice firms have a gut feel about their technology - but no objective measure of where the gaps actually are. These surveys give you one, in under ten minutes, benchmarked against other firms in the industry.
Most advice firms don’t have a clear picture of where their technology is letting them down. This gives you one.
Our surveys are designed by wealth tech experts to give you tangible recommendations
They’re fast to complete, easy to use, and provide practical and high value outcomes you can implement
You receive a benchmark at the end to compare your business with others, with guidance on how to improve it
Your unique technology reports are delivered instantly with actionable steps
We provide tips to streamline processes and improve results for your clients
You have your results. Now what?
Your results will show you exactly where to focus. If you want a second opinion on what they mean for your business – or you’re ready to act on them – we’re happy to talk it through.
You will unlock information about how you benchmark with other businesses, why it matters, and how to fix it in the following key areas:
Revenue Management, Reviews and Fee Consent
Cashflow and Budgeting
Social Media and Email Marketing
Integrations and AI