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 accepted into Microsoft’s Geo Expansion Program
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.
“Tech Intensity” for Financial Services SMEs
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 announces merger with MiiiA, rebrand to Fin365
FinPal (https://fin365.com.au) and MiiiA (https://miiia.com.au) have announced plans to merge their technologies and services into a single offering that will deliver greater benefits to their growing customer base.
Calling all Perth Advisers
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.
Industry insiders take financial stake in software provider FinPal
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.
