Fin365 rated #1 in Adviser Ratings 2020 Financial Advice Landscape Report

Fin365
Fin365

“Our mission is to help financial services businesses make continuous business improvement through more effective management and automation of data.”

“Our motivation is drawn from the measurable improvement we see our customers achieving in their business.”

– Stephen Handley, Founder and CEO

Fin365 rated #1 in Adviser Ratings 2020

Customer Testimonials

Graham Wealth, Swan Hill, Victoria.

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.

– Shane Graham, Director

Collins House, Melbourne, Victoria.

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!

– Dominic Alafaci, Managing Director

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