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.
DBA Advisory and FinPal have announced a partnership that aims to significantly reduce the cost of delivering financial advice by improving the technology through which advisers can manage remote team members.
FinPal has announced the release of version 2.0 of its financial planning software. Leveraging the capabilities of Dynamics 365, FinPal uses enhanced data management techniques to significantly improve the efficiency with which advisers can deliver advice and service their clients.