Fin365 User Experiences

We wanted a non-proprietary solution that ensured data security, ease of customisation and ongoing support. Fin365 ticked every box … and more.

Fin365 has made our business more productive, efficient and profitable. The flexibility of the system, the ease of use for our team and the insights that the system provides us means we now have a CRM that supports both our strategic and operational requirements.

As a newly self-licenced business, we quickly realised the need for a proper CRM to centralise business data and activity. Thanks to Fin365 we have rich business intelligence about our business revenue, have streamlined and automated many of our business processes, and are now starting to take advantage of their client facing features like the online fact find and client portal. Their ongoing support model has ensured we’re constantly finding new ways to extract more value from the system.

Having started in financial services in the early 1980’s, and having worked for a range of Institutions and in my own Boutique, I’ve seen my fair share of CRMs fail to deliver, to the extent that I began to believe the old IT adage.

“IT – is like a piece of 2 by 4” …….It takes twice as long to complete, costs four times as much, and if you are very lucky it isn’t full on knots and doesn’t develop a kink!

Thank goodness Fin365 has arrived as it has smashed the old IT adage to pieces.

Sure there is an investment of time and money, but it delivers productivity and compliance benefits as well as operational capabilities, free of the “knots and kinks” that inferior solution have delivered in spades for decades!

I am just touching base to say thanks for your support in our transition.

I am gaining new insight into my business each week as we progress through this.

In a time of absolute disruption (industry, government, world), I am gaining clarity … it is amazing.

We couldn’t survive without the business efficiencies Fin365 provides. Given the ever-increasing overheads we have to deal with I can’t imagine how a business can operate without the centralisation of data we get with a quality CRM.

The automation of our new business and client reviews ensures we always know exactly what’s going on in the business without the requirement of a dedicated practice manager.

Their revenue management system is a godsend. We’ve automated our annual disclosure process and have also found thousands of dollars of missing revenues through their matching capabilities. It’s surprising how revenue errors never seem to be in our favour!

After working for some of Australia’s largest financial planning firms and seeing how much pain they were enduring from clunky and expensive CRMs, I knew it was incredibly important to have a world class CRM when I was to start my own business. Not only is Fin365 built on Microsoft Dynamics, giving us access to Microsoft’s constant innovation and integration with Office 365, but Fin365 also adds additional ingredients required by the Australian Financial Planning industry. I know I made the right decision 3 years ago to use Fin365 in my business and I am sure anyone else would be too.