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.
The FinPal team is excited to announce, we’re heading to Perth for a customer visit. To make the most of our visit, we’ve decided to get together with our friends at IDS Super and host a technology happy hour on January 31st.
A group of industry insiders has taken a financial stake in FinPal (www.finpal.com.au), a provider of business and client management software for financial advisers, mortgage brokers and accountants.