Finura

Finura was hired by UNICA Wealth, a Financial Advice Services company, with the main goal of improving operational efficiency, client experience, and compliance. The COO of UNICA Wealth found Finura through an online search and a referral, and decided to choose them over other options due to their high ratings, budget-friendly pricing, excellent culture fit, and good value for cost. Finura assigned one employee to undertake a full review of the company's technology solutions, identify existing issues, and recommend solutions that would address these issues and enhance operational efficiency, client experience, and management oversight and compliance. The results of the project were satisfactory, with Finura successfully delivering on its promises and helping UNICA Wealth achieve its objectives. The company's decision to hire Finura proved to be a good one, as the project was completed efficiently and effectively.