It’s a special episode of The WealthTech Insider as the Finura girls take over the podcast for the very first time! Join host Danni Le Grande as she’s joined by powerhouse colleagues Helena Klokova and Dipal Khatri to dive into the often-overlooked heroes of financial advice firms—the back and middle office teams.

From navigating tech frustrations to uncovering inefficiencies, we discuss real challenges these teams face, why firms are still stuck in manual processes, and what the data from our tech health benchmarking tells us about the future of automation in financial services. Are we embracing change or just drowning in spreadsheets? Plus, we share our own experiences (and frustrations!) with tech adoption, integrations, and the myths of automation.

This episode is packed with insights, laughs, and some hard truths about the state of wealth tech. Tune in for a fresh, unfiltered take on what’s working, what’s broken, and how firms can truly level up their operational game.

Takeaways:
✅ Why back and middle office teams are the industry’s unsung heroes
✅ The struggle with CRMs, automation, and workflow integration
✅ Why tech adoption isn’t just about the software—it’s about strategy
✅ The real ROI of taking the time to get your tech stack right

🔗 Don’t forget to check out our Tech Health Benchmarking Survey at www.finuragroup.com to see how your business stacks up!