Is AI really going to kill your CRM? Not quite. Before your business can benefit from agentic AI, it needs clean data, structured activity records, and connected workflows. Here’s why CRM isn’t the obstacle to your AI future, it’s the prerequisite for it.
Fin365 appoints Scott Hoy as Executive Chairman to accelerate strategic growth
Fin365, a leading provider of software solutions and technology services for the financial services industry, today announced the appointment of Scott Hoy as Executive Chairman.
Fin365 acquires Qwrk Outsourcing to deliver a one-stop-shop for software and technology outsourcing services.
Fin365, a leading provider of software and technology solutions for the financial services industry, has announced the acquisition of Qwrk, a back-office outsourcing company based in Australia and the Philippines, known for it specialised support for financial services firms.
Technology Test Drive – Microsoft Copilot for Sales
A series from Fin365 documenting our use of Microsoft’s Copilot technologies in our own business. Post #4: Microsoft Copilot for Sales
Technology Test Drive – Microsoft Copilot (formerly Bing Chat)
A series from Fin365 documenting our use of Microsoft’s Copilot technologies in our own business. Post #1: Microsoft Copilot (formerly Bing Chat)
Demystifying Microsoft Copilot(s)
Fin365 CEO, Stephen Handley, provides a detailed analysis of Microsoft Copilot AI technologies, as well as some guidance on how these emerging technologies may be able to add value to financial services companies.
