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.
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FinPal and DBA Advisory to offer a technology driven outsourcing model for financial advisers
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’s financial planning CRM adds support for mortgage brokers
Over the last few years, there has been an increasing effort to integrate financial planning and lending services to offer consumers a one-stop-shop. Unfortunately, the integration generally stops at the sign on the door. Because advisers and brokers use different, disconnected software systems, sharing of information is still very much a manual process, resulting in a disjointed client experience. The next release of FinPal’s software will include support for mortgage brokers.
Polish your profession … but build a business.
While the professional intelligence of financial advisers (product knowledge, tax, strategy, etc) is important. Our business intelligence provides significantly more benefit to our business and, ultimately, our clients. Unfortunately, there’s been very little focus in this area.
Eliminating revenue errors – intelligent commissions tracking software
Manually tracking and reporting revenue transactions is simply not cost effective for most financial planning businesses and so they hope they are being paid correctly and clients are being charged correctly. Unfortunately, that is almost certainly NOT the case.
Increase business profit with intelligent financial planning software
In 1984, Eliyahu M. Goldratt published The Goal, a ground breaking Business Management book, which introduced readers to the theory of constraints.
