A series from Fin365 documenting our use of Microsoft’s Copilot technologies in our own business. Post #9: Microsoft Copilot Studio
Industry Solutions
Fin365 helps our financial services customers unlock the power of Microsoft 365 enterprise technologies; turning these powerful tools into instantly useful solutions that deliver tangible benefits for your business. Discover Fin365’s industry specific solutions.
Financial Planning
Fin365’s flagship Financial Planning CRM provides a comprehensive suite of financial planning software tools for enhanced client and business management
General Insurance
Fin365’s General Insurance CRM centralises customer data and improves efficiency of new business, policy renewals and claims management.
Mortgage Broking
Fin365’s Lending CRM drives consistency into the lending process and enables mortgage brokers to improve ongoing engagement with their clients
Accounting
Fin365’s Accounting CRM helps accounting firms more efficiently manage business processes, identify new revenue opportunities and generate rich business intelligence
“What you have learned is that the capacity of the plant is equal to the capacity of its bottlenecks.”
– Eliyahu M. Goldratt (The Goal)
Curious about why we would compare a financial planning business to a manufacturing plant?
Download our free white paper:
‘Maximising (Profit) Flow
in a Financial Planning Practice.’
> Customer Profiling
> Revenue Reporting
> Workflow Performance
> Compliance Health
> Team Performance
“If you can’t measure it, you can’t improve it.”
– Peter Drucker
> Customer Profiling
> Revenue Reporting
> Workflow Performance
> Compliance Health
> Team Performance
“If you can’t measure it, you can’t improve it.”
– Peter Drucker
Fin365 User Experiences
Find out how real businesses have leveraged Fin365 to boost their operations and efficiency.
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Enhance Business Performance
Increase Your Profit
Fin365 has been designed to improve the profitability of your business by:
> Improving your efficiency
> Intelligently tracking business revenue
> Reducing software costs
Enhance Team Performance
Fin365 shows team members how their efforts relate to overall business performance, helping everyone operate more effectively.
> Intelligent activity management
> Integrated project management
> Referral partner specific reporting
Improve Customer Satisfaction
Fin365 includes innovative tools, which encourage your clients to stay committed to the journey, by delivering some instant benefits, including:
> Interactive Client Web Portal
> Customisable Client Reports
> Automated Communications
Reduce Business Risk
Fin365 includes a range of quality control features that help minimise the risk as efficiently as possible.
> Monitor Compliance Requirements
> Track Communications History
> Enforce Business Policies
Fully Featured Software
Fin365 is a complete client and business management solution that can be deployed quickly to provide instant benefits to any financial services business.
Leveraging the power of Microsoft’s cloud based services, it is scalable, reliable and integrates seamlessly with Outlook and other Office software. And while the built-in features will meet most businesses’ needs. Further customisations can be achieved easily and cost effectively.
Business Intelligence
Document Generation
Workflow Management
3rd Party Integrations
Web Portal
Client Management
Revenue Management
Business Intelligence
Workflow Management
Document Generation
3rd Party Integrations
Client Management
Revenue Management
Web Portal
Experience The Benefits Today
Contact us today and allow us to demonstrate the immediate benefits Fin365 can provide your business.
Complimentary Client Segmentation Report
Client
Portal Demo
Live
Demonstration
Complimentary Client Segmentation Report
Client Portal Demo
Live Demonstration
News
Keep up to date with Fin365 and industry news.
Technology Test Drive – Github Copilot
A series from Fin365 documenting our use of Microsoft’s Copilot technologies in our own business. Post #8: Github Copilot