Fin365 and Roar Software have announced an integration of their financial planning software platforms, delivering increased technology choice, flexibility and business efficiency to financial advisers.
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’ 2020 Financial Advice Landscape Report Fin365 achieved a positive Net Promoter Score (NPS) of 76.
A well architected and integrated CRM, overlayed with the requisite business discipline, makes it possible for financial services businesses to capture and store all the data needed to meet their compliance obligations. Fin365’s customised version of Microsoft Dynamics CRM was built by Australian financial advisers to help counter the complexity and costs resulting from the ever-changing regulatory requirements.
Fin365, provider of business and client management software for financial services businesses, has been accepted into Microsoft’s Geo Expansion program and will begin expanding the availability of its software platform into multiple international regions.
In a recent blog post, William Borden, Microsoft CVP of Financial Services Industry, introduced the concept of Tech Intensity and it’s impact on business success. While Borden focused on the bigger end of town, the components of his formula are just as relevant for smaller organisations where the relationship with the end customer is even deeper.
FinPal and MiiiA have announced plans to merge their financial planning software platforms and services into a single offering that will deliver greater benefits to their growing financial services customer base.