In a recent blog post, William Borden, Microsoft CVP of Financial Services Industry, introduced the concept of Tech Intensity and it’s impact on business success. While Borden focused on the bigger end of town, the components of his formula are just as relevant for smaller organisations where the relationship with the end customer is even deeper.
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.
Fin365’s flagship Financial Planning CRM provides a comprehensive suite of financial planning software tools for enhanced client and business management
Fin365’s General Insurance CRM centralises customer data and improves efficiency of new business, policy renewals and claims management.
Fin365’s Lending CRM drives consistency into the lending process and enables mortgage brokers to improve ongoing engagement with their clients
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.’
Gain Powerful Insights Into Your Business
Fin365’s Business Intelligence (BI) reporting provides real time monitoring of key business performance metrics improving your ability to make, intelligent, timely and objective business decisions.
> Customer Profiling
> Revenue Reporting
> Workflow Performance
> Compliance Health
> Team Performance
“If you can’t measure it, you can’t improve it.”
– Peter Drucker
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.
3rd Party Integrations
3rd Party Integrations