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How We Can Help
Bridging the Gap
Running a advice business in today's increasingly tech-led world can be overwhelming.
Do you find yourself asking:
- How can I stay ahead in an profession that's constantly evolving?
- Are there untapped opportunities to boost my business's efficiency and revenue?
- Is my business fully leveraging the potential of our existing or new technologies
- Am I providing my team with the right tools and resources to embrace digital solutions and stay competitive?
In a rapidly evolving landscape of technology solutions and the swift advancements in Artificial Intelligence, grasping the present and future implications of tech on your business can be challenging without the right expertise at hand.
At Finovation, we help bridge the expertise gap for businesses seeking senior-level technology and operational guidance. Possessing a diverse skill set encompassing technology, operations, strategy, talent, and leadership allows us to assist in a broad spectrum of areas. With practical experience gained through leading a large financial advice network from start up to acquisition, we can help ensure strategic alignment of your business vision, operating model and tech strategies. we excel in identifying the right blend of people, processes, and technologies essential for achieving sustainable competitive advantages.
We understand each business is unique and has its own unique challenges. That's why we will work with you to identify how best to achieve enhanced productivity, better client outcomes, reduced risk and increased profitability.
Our services
AI Readiness Review
Fractional COO or CTO
Fractional COO or CTO
Unlock the transformative potential of AI and gain a strategic competitive edge with Finovation's AI Readiness Review. This comprehensive tiered service is designed to guide your firm through the AI adoption journey, ensuring a smooth and successful integration of these cutting-edge technologies.
Our AI Readiness Review begins with an interactive workshop that demystifies AI, providing a foundational understanding of its various types, applications, and the recent evolution of generative AI models.
This session will help set your team on the path to AI readiness, identifying quick wins and potential use cases within your firm.
From there we can deep dive into your firm's key processes, operational readiness, and strategic objectives.
Fractional COO or CTO
Fractional COO or CTO
Fractional COO or CTO
Gain the advantage of high-level technical and strategic insight with a Fractional COO, CTO or Executive Board resource, tailored for your business's unique journey. Without the full-time commitment or expense of a permanent senior position, you can dynamically scale tech and operational expertise to match your evolving needs. The service is more than just technical guidance; it's a partnership in navigating your digital transformation, developing tech and operational strategies that align with your business goals, and providing invaluable insights at every stage of your growth.
Technology Fitness Review and Optimisation
Technology Fitness Review and Optimisation
Technology Fitness Review and Optimisation
In an ever-evolving digital landscape, the right technology can be a game-changer for your business. Technology Fitness Review and Optimisation goes beyond mere tech assessment—it's about aligning your technology precisely with your business goals. We fine-tune your existing tech and identify new solutions to drive efficiency, ensuring your technology stack is not just current, but a cornerstone of your business success.
Technology Selection and Due Diligence
Technology Fitness Review and Optimisation
Technology Fitness Review and Optimisation
The Tech Selection and Due Diligence service delves deep into your business’s vision and operational model, recommending technology solutions that are not just compatible, but strategically advantageous for your business.
Go beyond basic functionality, focusing on aspects like regulatory compliance, scalability, and seamless integration.
Partner with Finovation for a tech journey that’s tailored, strategic, and aligned with your business aspirations.
'Value' does not exist. It's a perception we reach with expectations we meet
Steven Bartlett
