“2026 is the year AI becomes a necessity”, but adopting it without a strategy is exactly how good firms waste money and expose client data. The firms that win the AI era won’t be the ones who moved fastest. They’ll be the ones who hasten slowly.
AI doesn’t replace your CRM. It relies on it.
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)
