Michael Kinens

Michael Kinens is Head of Client Insights at Captegra, where he helps financial advice businesses turn complex and fragmented data into meaningful insights, stronger processes and better business outcomes.

With more than 35 years of experience across financial services and the advice profession, Michael brings together deep industry knowledge, commercial understanding and technical expertise.

Having worked closely with advice businesses of all sizes, he understands the practical challenges that arise when managing client data, implementing new technology and preparing a business for growth.

Michael's Expertise Spans

Data Analysis and Insights

Complex Data Migrations

Business Process Improvement

Advice Technology Implementation

Turning Data into Business Value

Michael helps advice businesses :

• Bring greater structure to information
• Create clarity across data and systems
• Connect data across systems and processes
• Turn trusted data into confident decisions
  
  

Michael has seen firsthand that the value of technology is determined by the quality of the data behind it. Poor or disconnected data can slow workflows, limit visibility and create unnecessary operational risk. Michael helps advice businesses bring structure and clarity to their information, ensuring their data, systems and processes work together to support better decisions.

He particularly enjoys solving complex data challenges, identifying opportunities hidden within a business and transforming fragmented information into something practical, reliable and valuable.

For Michael, successful transformation is not simply about introducing new technology. It is about understanding how people work, improving the processes around them and establishing a trusted data foundation that allows the technology to deliver its full potential.

Creating Clarity and Confidence

What motivates Michael most is helping advice businesses gain greater clarity and confidence through better data.

He believes the businesses best positioned for sustainable growth are those willing to embrace change, maintain a strong focus on their clients and use connected technology to create more scalable and efficient operations.

Looking ahead, Michael is excited by the increasing role of data, automation and AI across the advice profession, and the opportunity to give advice businesses greater insight, reduce manual effort and unlock more value from the information they already hold.