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.
Fin365 to bolster technology services with strategic mergers
Fin365, a software provider for the financial services industry, has announced strategic mergers with Optimised Financial Planning Solutions (OFPS) & SMSF Paraplanners (SMSFPP), with the goal of growing its burgeoning technology services division.
Fin365 rated #1 in Adviser Ratings 2022 Financial Advice Landscape Report
For the second consecutive year, software provider Fin365 has been rated number 1 in customer satisfaction in an industrywide survey of more than 1500 financial advisers. According to results published in the Adviser Ratings’ 2022 Financial Advice Landscape Report Fin365 achieved a positive Net Promoter Score (NPS) of 61.8.
