The Finura Girls Take Over: The Hidden Power of Back & Middle Office Teams
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!
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31:25
Death by PowerPoint: Why it's Time to Ditch the Deck
In this episode of The WealthTech Insider, host Danni Le Grande sits down with Peter Worn, Joint Managing Director at Finura Group, to challenge the conventional reliance on PowerPoint presentations in the corporate world. They explore how PowerPoint, while a useful tool, can often become a productivity drain and stifle genuine conversation. Drawing from personal experiences and industry insights, Danni and Peter discuss alternative methods to enhance storytelling, improve meeting engagement, and boost overall productivity. Tune in to discover how ditching the deck might just be the key to more effective communication in your business.
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17:06
The AI Dilemma: Adapt, Start Fresh, or Get Left Behind?
Beyond Automation: Mastering Process & Governance in Wealth Management (Part 2)
In this second part of our deep dive into compliance, host Danni Le Grande is joined again by Selin Ertac from Tangelo Advice Consulting to tackle Tangelo's next two critical pillars: Process and governance. While WealthTech plays a crucial role in driving efficiency, today’s discussion focuses on why technology alone isn’t the solution—and how businesses must first get their processes and governance right to truly unlock its potential.They explore:✅ The biggest compliance risks of overcomplicated processes✅ Why human oversight is still essential in an AI-driven world✅ How to use process mapping to remove inefficiencies✅ The importance of risk management & business oversightIf you're looking to streamline operations, enhance compliance culture, and build a scalable advice business, this episode is packed with practical strategies. Plus, don’t miss insights on Tangelo’s Gap Analysis and Finura Group’s Technology Health Check—essential tools to help you optimise your firm's efficiency.
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30:40
From Stagnation to Scale: Mastering Growth in Financial Advice Businesses
In this episode of The WealthTech Insider, host Danni Le Grande sits down with Mark Zaglas, CEO of Encore Advisory Group, to explore the key challenges and strategies financial advisory firms must embrace to unlock scalable growth. They dive into why many Advisers have lost focus on sales and marketing, the importance of a structured growth strategy, and how technology can be leveraged to enhance client engagement.Mark shares insights on overcoming the fear of marketing, clarifying your value proposition, and why social media remains an underutilised tool in the industry. They also discuss the significance of intergenerational wealth transfer, identifying your niche, and the myth of organic growth.If you're looking to build a sustainable and scalable financial advice business, this episode is packed with actionable takeaways to help you refine your approach and invest in long-term success.🎧 Tune in now to learn how to reignite your sales and marketing engine and take your Advice Business to the next level!
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